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
⚠
Your New Mexico license lapsed on April 30. Renew it or remove NM from your selling states.
FUTURE SIGNAL⚠
Georgia shows 0 CE hours reported even though your course history shows them complete. Ask your desk to confirm the reporting.
FUTURE SIGNALAfter 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 LifeEdits apply to newly onboarding agents. Links open in a new tab for the agent. Dependencies drive what the agent sees as blocked.
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Where “I’m stuck” goes
An agent picks one of these when they ask for help. The composer fills in the step, its owner, what is blocking it, and how long it has been open. Leave an address blank and that option still shows, but the agent has to copy the draft instead of sending it.
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 | Progress | Phase | Blocking item | Waiting |
|---|---|---|---|---|
| T. Nguyen | E. Call-ready | First calls shadowed | 2d | |
| R. Alvarez | C. Contracting | Americo - desk review and delivery | 11d - past 2d window | |
| P. Whitfield | C. Contracting | Americo - waiting on the carrier | 14d | |
| D. Okafor | B. Get set up | Portal profile - red notice not cleared | 6d - past 3d window | |
| S. Bahri | B. Get set up | Commission banking form (BoldSign) | 1d | |
| M. Carter | A. Licensing | State exam | 4d | |
| J. Reyes | A. Licensing | Pre-licensing course | 9d |
The hierarchy is live: uplineAgentId is in the schema and Safe Life’s tree was loaded on 2026-08-12 (137 edges across 318 agents). What is still open is the reporting definition (PEA-550) and the upline-visibility rules, not the plumbing. Benchmarks accrue from check-off timestamps.