Life & Retirement Document Center
Find client policy and contract files, manage Life and annuity reports, extract useful portfolio intelligence, and give Veronica a reliable document layer across WorldOS. Registry changes remain review-first.
Client, Policy & Contract Documents
Search the live Life & Retirement Registry, open a client file, and organize issued policies, annuity contracts, illustrations, applications, statements, beneficiary forms, delivery requirements, service forms, and other client documents without expanding the Registry into a document-management page.
Document Intelligence
Veronica watches document completeness and report hygiene without duplicating Registry records.
Veronica Document Watch
Missing issued-policy or contract files, stale reports, unmatched documents, delivery requirements, and other document exceptions.
Agency Reports & Intelligence
Each category opens its own workspace where you can review active files, upload another report, archive older material, view intelligence, or delete reports that no longer need to remain in the active library.
Life & Retirement Report Upload
Create a controlled import. WorldOS records the report source, reporting period, type, and subscriber before any intelligence is published.
Drop a report here
PDF, CSV, XLS, or XLSX
Maximum recommended file size: 25 MB
Import Details
Describe where the file came from and the period it covers.
Current Intelligence
Approved and staged report activity for this subscriber. These totals never include another subscriber’s uploads.
Analysis Queue
WorldOS turns report rows into explainable review items. CSV, PDF, XLS, and XLSX reports can be normalized in-browser when their structure is readable; unsupported layouts remain queued for the future server document-processing API.
Portfolio & Revenue Signals
Portfolio, premium, contract, production, commission, and carrier signals from analyzed reports.
Registry Match Readiness
Candidate client and policy matches requiring agent approval.
All Report History
All categories remain searchable here. Category workspaces provide the faster day-to-day view; archive removes an old report from active work without deleting its history.
| Report | Source | Period | File | Rows | Status | Actions |
|---|
Publishing Controls
Publishing creates the standardized Life & Retirement document intelligence payload that Life & Retirement World, Veronica, Mission Control, and later Command Center can consume.