Agent Registry
Manage active agents, agency relationships, readiness, production status, profiles, and assigned playbooks.
Registry connected
Daily Command
Good morning, Michael.
A clear, calm view of what deserves your attention next.
AI brief ready
Your agency is active and opportunity-rich.
You have three recruiting follow-ups, four contracting items, and two unassigned leads. Your strongest next move is to clear the incoming-agent hierarchy request before the afternoon carrier block.
Next appointment:
Jordan Miles at 10:30 AM · licensing and producer-pathway follow-up
3 follow-ups
4 contracting items
2 unassigned leads
1
clear priority
Intelligence, Simplified
Today’s Best Agency Opportunity
One recommended action—not an overwhelming list.
High-confidence recommendation
Complete the incoming-agent hierarchy package
The agent’s license, AHIP, and E&O are already verified. Confirm carrier selections, prepare the branded FMO checklist, and move the record directly toward Agent Registry placement.
Existing agent
Hierarchy change
FMO submission
Organization Health
Agency Snapshot
An executive view without duplicating Command Center.
Active Agents
—
Current roster
Recruiting Pipeline
0
Open prospects
Contracting Queue
—
Items pending
Unassigned Leads
—
Needs routing
Follow-ups Due
—
Today
Compliance Alerts
—
Needs review
Agency Workspace
Six Operating Centers
Every major agency workflow begins here.
Recruit Registry
Capture prospects, manage recruiting records, schedule follow-ups, and move recruits toward agent readiness.
Prospect intake ready
Contracting Center
Manage carrier appointments, AHIP, certifications, hierarchy transfers, renewals, and FMO requests.
4 items pending
Lead Routing
Assign incoming leads, balance agent capacity, and preserve a complete routing audit trail.
2 unassigned leads
Communications Hub
Coordinate agents, publish announcements, run broadcasts, and manage reusable templates.
Agency channel online
Agency Administration
Configure agency identity, users, roles, permissions, integrations, billing, and security.
Organization controls
Agency Network Live
Agency Pulse
Publish agency activity, review live operational events, and decide pending Agency Network connections without leaving your workspace.
Recent Agency Activity
AW
Agency Network
Loading members and connection status…
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Loading Agency Pulse
Connecting to the Agency Activity Stream.
Connection Requests
Approve, assign a manager, or decline.
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Agency Publisher
Publish announcements and controlled events across the Agency Network.
ON
0 online
Agency members currently active in WorldOS
IN
0 unread
Agency notifications waiting for review
Live Agency Intelligence
Live News & WorldOS Intelligence
A blended feed of live industry reporting and operational intelligence generated from your agency data.
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