Welcome

Welcome to Agency OS. Follow this guide to set up the workspace and keep agency records organized. Enter verified information from official sources; do not guess missing details.

1. Set Up Agents

• Create one record for each agent in Agents.
• Add the agent’s name, status, state, email, phone, NPN, and other authorized profile details.
• Record license, E&O, and CMS due dates from verified documents, and keep the status current.
• Link the agent to related license and sales records where those databases provide an Agent relation.

2. Add Marketplaces

• Create one record for each marketplace or program in Marketplaces.
• Choose the applicable Type, State, and Status from the existing options; add the official Website.
• Add carrier contact and appointment information in Carriers rather than duplicating it here.

3. Track Licenses

• Create a record for each agent license you need to track.
• Link the correct Agent and enter the State, Line of Authority, Expiration Date, Status, SureLc ID, and Renew choice.
• Update records when a license status or verified expiration date changes.

4. Record Sales

• Add one Sales record per client/policy sale.
• Enter the client or policy title, sale date, agent, product category, issuer, and product/policy details.
• Add premium, commission, target premium, and lives only from reliable records. Do not estimate missing amounts.

5. Maintain Carrier Records