Onboarding

Everything between you and your first sale, in order. Your agency keeps this list current. This section disappears once your upline declares you ready.

9 of 24 completeCurrent phase: C. Get contracted

Your move - you can check these off In someone else's hands - nothing for you to do, we show how long it has been avg / min = how long this step takes most agents, and the fastest anyone has done it

Once you are onboarded, this section disappears from your navigation. Ongoing licensing and continuing-education tasks then live in To-Do, under their own header.

Preview: To-Do › Licensing and continuing educationfuture

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Your New Mexico license lapsed on April 30. Renew it or remove NM from your selling states.

FUTURE SIGNAL

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Georgia shows 0 CE hours reported even though your course history shows them complete. Ask your desk to confirm the reporting.

FUTURE SIGNAL

After onboarding, renewals, CE deadlines, and recertifications land in the To-Do section under this header - alongside your sales follow-ups. Reference: the To-Do concept in the quote-log prototype (pp-rq-quote-log.pages.dev).

Default onboarding template - Safe LifeChanges apply to newly onboarding agents. Links open in a new tab for the agent.

Get contracted (per carrier)

Iteration 1 = edit titles, links, and expected windows. Iteration 2 adds per-item mini-tutorials (screenshots with arrows).

Onboarding rosterTrack-level progress only. You never see background answers or documents.

Get licensed: avg 11d - fastest 4d Get set up: avg 3d - fastest 1d Get contracted: avg 9d - fastest 5d Call-ready: avg 6d - fastest 2d

Agent	Phase	Blocking item	Waiting
T. Nguyen	E. Call-ready	First calls shadowed	2d
R. Alvarez	C. Contracting	Desk review + delivery	11d - past 2d window
D. Okafor	B. Get set up	SureLC profile (red notice)	6d - past 3d window
M. Carter	A. Licensing	State exam	4d

FUTURE STATE: needs the benchmark data (accruing from MVP check-off timestamps) plus the upline-visibility decision. Ships in no MVP.