Agency World · Agent Operations

Welcome to WorldOS

Let’s build your agency profile. This guided intake captures the licensing, certification, hierarchy, carrier, and document information needed to move you into contracting and toward Ready-to-Sell status.

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

License AHIP Certificate E&O Certificate W-9 Direct Deposit Other

Internal agency notes

✓

Review and submit

Confirm the intake before WorldOS creates the downstream 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.