WorldOS
Agency Intelligence · Agent Profile
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Agent record · Loading
Agent Profile
Readiness--Waiting for profile data
Licenses--Waiting for licensing data
Carrier RTS--Waiting for carrier data
Certification--Waiting for certification data
Profile Overview
Primary identity, assignment, and organizational details.
Agent IDLoading
National Producer NumberNot provided
Resident StateArizona
AgencyAgency membership
Assigned AdministratorAssigned administrator
Agent SinceJuly 8, 2026
Readiness Snapshot
Current status across the major WorldOS workflows.
Initial IntakeComplete
Annual CertificationCurrent
AHIPVerified
E&OExpires 03/31/2027
Carrier Contracting2 items pending
Development Center3 modules assigned
Open Work
Tasks generated by this agent record and connected workflows.
| Priority | Task | Workflow | Owner | Due | Status |
|---|---|---|---|---|---|
| High | Confirm SCAN Ready-to-Sell status | Contracting | Assigned administrator | Jul 24 | Open |
| Normal | Upload Alignment certification | Documents | Agent Profile | Jul 28 | Waiting |
| Normal | Complete Medicare Foundations module | Development | Agent Profile | Aug 2 | Assigned |
Initial Intake
Original onboarding submission and completion details.
SubmittedJuly 8, 2026 at 10:42 AM
Submitted ByAgent Profile
Reviewed ByAssigned administrator
Review CompletedJuly 9, 2026
SourceAgency invitation
Original Requests
Hierarchy, carrier, and support requests created during intake.
HierarchyWriting Agent
Requested UplineAgency membership
Carriers Requested8
Special HandlingNone
Annual Certifications
Current and historical annual certification records.
| Year | Status | Submitted | Reviewed | Reviewer | Action |
|---|---|---|---|---|---|
| 2027 | Current | Jul 10, 2026 | Jul 11, 2026 | Assigned administrator | |
| 2026 | Archived | Aug 2, 2025 | Aug 4, 2025 | Agency administrator |
Licenses
Resident and nonresident producer licenses.
| State | Type | License Number | Expiration | Verification | Action |
|---|---|---|---|---|---|
| Arizona | Resident · Life & Health | Not provided | 06/30/2028 | Verified | |
| California | Nonresident · Health | Not provided | 05/31/2028 | Verified | |
| Nevada | Nonresident · Health | Not provided | 04/30/2027 | Verified | |
| Texas | Nonresident · Life & Health | Not provided | 08/31/2027 | Verified |
Carrier Relationships
Contracting, certification, and Ready-to-Sell status by carrier.
| Carrier | Line | Contracting | Certification | Ready-to-Sell | Owner | Action |
|---|---|---|---|---|---|---|
| UnitedHealthcare | Medicare | Complete | Current | Ready | Assigned administrator | |
| Humana | Medicare | Complete | Current | Ready | Assigned administrator | |
| SCAN | Medicare | Complete | Pending review | Pending | Assigned administrator | |
| Alignment | Medicare | Complete | Document needed | Pending | Agent Profile |
Documents
Agent-provided and agency-managed files.
| Document | Category | Year | Uploaded | Status | Action |
|---|---|---|---|---|---|
| AHIP Certificate.pdf | Certification | 2027 | Jul 10, 2026 | Verified | |
| E&O Certificate.pdf | Insurance | 2026 | Jul 8, 2026 | Current | |
| Arizona License.pdf | Licensing | 2026 | Jul 8, 2026 | Verified |
Activity Timeline
System and human actions associated with this agent.
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Annual certification approvedReviewed by Assigned administrator · July 11, 2026 at 2:18 PM
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AHIP certificate uploadedUploaded by Agent Profile · July 10, 2026 at 9:04 AM
⚙
Carrier workflow connectedWorldOS automation · July 8, 2026 at 10:43 AM
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Agent profile createdGenerated from the connected Agent Intake record
System Connections
WorldOS records currently linked to this profile.
Agent RegistryConnected
Annual Certification2 records
Contracting Queue8 records
Work Queue3 open tasks
Development Center3 assigned modules
Add Internal Note
Visible only to authorized agency administrators.
Recent Notes
Latest internal context for this agent.
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Contracting follow-upWaiting on Alignment certification document. Added by Assigned administrator · July 18, 2026
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Coaching assignmentAssigned Medicare Foundations and Client Discovery. Added by Agency administrator · July 12, 2026