One shell for everything: carriers, agents, leads, and pipeline. Every module follows the same pattern — a health status, editable fields, and a place to leave notes.
Pulled directly from your data below — carriers and agents flagged yellow/red, and leads past their 24-hour callback window. Not a generative summary.
| Carrier | State | Contract Type | Status | RTS | Next Action | ||
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| Agent | States | Status | Training | Next Action | ||
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Applications, effectuations, commission, and acquisition cost require carrier/FMO reporting integration — not yet connected. Lead volume below reflects site scheduler submissions only.
