Agency World · Agent Readiness Operations
Contracting Center
Track every new agent from AHIP verification through FMO submission, carrier appointment, certification, and Ready to Sell—with clear ownership between the agent, agency, FMO, and carrier.
Contracting accountability activeAgent → Agency → FMO → CarrierABP status tracking
New Agents
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Active onboarding records
AHIP Verified
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Eligible to contract
Ready to Submit
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Agency action available
Contracts Pending
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FMO or carrier review
Appointments Complete
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Approved carrier items
Ready to Sell
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Fully cleared agents
Veronica contracting recommendation
Add the first new agent to begin contracting intelligence.
License VerifiedLicense Registry
New AgentOnboarding begins
AHIP VerifiedEligible to contract
FMO SubmissionAgency sends request
Carrier ContractingForms + review
Ready to SellAppointments verified
Agent Contracting Registry
See who owns the next step, what is missing, and where every contract currently sits.
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| Agent | AHIP | Contracting Progress | Carriers | Current Owner | Next Action | Actions |
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No contracting records yet
Add a new agent after license and AHIP verification.
Accountability Feed
FMO / Upline Configuration
FMO not configuredAdd your primary contracting portal URL.
Tracking standardEvery handoff stores owner, status, date, next action, due date, notes, and activity history.
Active