Agent Profiles
Manage internal agent records, compliance, and appointment tracking.
Total Agents
142
Tip: Use the View Profile buttons to review this agent in the Agent Detail dashboard below.
Compliance Alerts
8
Pending Appointments
24
Page 1 of 5
Active Policies
1.2k
Sarah Miller
Senior Advisor | Life & Health
NPN: 18273944
Active
Licensed States: TX, FL, CA, NY, IL, GA
142
Active Policies
12
Pending Apps
2
Expirations
Licenses
State
Type
Status
Exp.
Texas
Life
Active
08/27
Carrier Appointments
Carrier
Line
Status
Aetna
Health
Approved
Policy Snapshot
Policy #
Carrier
Status
POL-991
Blue Sh.
Inforce
Compliance Notes
Tasks for This Agent
Agent background check successfully cleared for TX/FL per 2026 guidelines.
DUE
Verify signatures on Texas health appointment files.
AML/CE credits verified on Oct 12. Next recertification window opens 09/2027.
NEW
Submit license renewal request for California Life jurisdiction.
License Management
Monitor agent licenses by resident state, status, and expiration to stay ahead of renewals.
Sarah Jenkins
NPN: 18273944 | Resident state: TX | General Lines
Active
Exp: 08/12/2027
Robert Chen
NPN: 19334021 | Resident state: CA | Life & Health
Renewal required
Exp: 10/15/2026
Maria Rodriguez
NPN: 17263590 | Resident state: FL | Surplus Lines
Pending
Exp: 05/20/2028
Carrier Appointments
Confirm agents are Active, Pending, or Termed with each carrier before business is written.
Life & Health Carriers
Track active and pending appointments for Life & Health lines.
Total Active Appointments
12
Annuity Providers
Verify that required certifications are in place for fixed and variable annuities.
Total Active Appointments
8
Pending & Termed
Review appointments that are Pending or Termed and follow up with carriers as needed.
Total Pending
3
Policy Status Tracking
Review Inforce, Pending, Cancelled, and Lapsed policies by agent for quick follow-up.
Inforce Policies
1,284
Pending Policies
42
Renewals Due
156
Lapsed (30d)
18
Agent Name
Policy Number
Carrier
Due Date
Status
Sarah Jenkins
POL-99283
Blue Shield
Oct 12, 2026
Inforce
Michael Ross
POL-77210
Aetna
Nov 05, 2026
Pending
Showing 1–2 of 128 policies