Agency World · Agent Operations

Welcome to WorldOS

Complete the information your agency needs for onboarding, licensing verification, hierarchy changes, carrier additions, contracting, and supporting documentation. You do not need a WorldOS subscription when your agency sends you a secure intake link.

Agent onboarding progress Step 1 of 8 — Welcome

Next recommended action Start your profile and confirm the prefilled agency information.

👋

Your WorldOS intake is ready

WorldOS has already prepared the basic agency record for you.

Ready

Agent ID

Date created

Agency

Assigned administrator

Intake status

Certification year

👤

Tell us about yourself

Primary identity and preferred contact information.

Pending

First name *

Last name *

Email *

Mobile phone *

Date of birth

Preferred contact

National Producer Number *

Resident state *

Non-resident states

🪪

Confirm your insurance license

Enter the resident license information WorldOS will use for verification.

Pending

License number *

Primary line of authority

License expiration

Verification status

🛡️

Certification and E&O coverage

Confirm current Medicare certification and professional liability coverage.

Pending

Current AHIP?

Completion date

E&O carrier

Policy number

Expiration date

Coverage amount

🏛️

Hierarchy and FMO request

Prepare the structure and notes required for hierarchy submission.

Pending

Requested upline

Requested hierarchy

Requested effective date

Initial status

Notes to FMO

🏢

Select carrier appointments

Add each carrier that should enter the contracting queue. Add more rows as needed.

Pending

📎

Upload supporting documents

Attach the records used by contracting and agency administration.

Optional

LicenseChoose FileNo file selected AHIP CertificateChoose FileNo file selected E&O CertificateChoose FileNo file selected W-9Choose FileNo file selected Direct DepositChoose FileNo file selected OtherChoose FilesNo files selected

Internal agency notes

✓

Review and submit

Confirm the intake before WorldOS opens the agency review and contracting workflow.

Review

I confirm that the information provided is accurate and authorize the subscribing agency to use it for licensing verification, hierarchy review, carrier contracting, and agency administration.