Agent Registry
Manage active agents, agency relationships, readiness, production status, profiles, and assigned playbooks.

Run your organization from one focused workspace. Recruit, onboard, contract, communicate, route leads, deploy playbooks, measure performance, and keep every agent moving forward.
A clear, calm view of what deserves your attention next.
Checking live Agency World records and planner commitments.
One recommended action—not an overwhelming list.
When a real recruiting, contracting, routing, compliance, or planner condition needs attention, Veronica will surface the highest-value action here.
An executive view without duplicating Command Center.
Every major agency workflow begins here.
Manage active agents, agency relationships, readiness, production status, profiles, and assigned playbooks.
Capture prospects, manage recruiting records, schedule follow-ups, and move recruits toward agent readiness.
Manage carrier appointments, AHIP, certifications, hierarchy transfers, renewals, and FMO requests.
Assign incoming leads, balance agent capacity, and preserve a complete routing audit trail.
Coordinate agents, publish announcements, run broadcasts, and manage reusable templates.
Configure agency identity, users, roles, permissions, integrations, billing, and security.
Publish agency activity, review live operational events, and decide pending Agency Network connections without leaving your workspace.
A blended feed of live industry reporting and operational intelligence generated from your agency data.