The following are common reasons and resolution that an EB contract might be blocked. The error message typically provides enough detail to diagnose the issue.
Error: “Phase assigned to user employees” - the employee ID needs to be filled out for the user
Employee ID info can be added in Org Settings > Users > Search for user > add info to User Details
Error: Org insurance information is missing
Organization Insurance information is entered on the home page for the Configuration Setting for an organization:
Error: Quote phase assigned to user ID
When the following error is encountered, check the user details associated with the user trying to generate the contract. An employee ID has to be entered in the following states for a user to be able to generate a contract: CA, CT, DC, FL, MD. Settings-Organization Settings-Users. See the figure below.
