Track 1Onboarding
1. Contracting & writing numbers → carrier directory
2. E&O + licensing check (VOD can run it) → VOD
3. Quoting logins (Lucie, UHOne, NCD, Allstate)
4. Lead routing & CRM setup
5. First-app checklist & shadow call
Track 3Medicare Cert Season
Annual order of operations: 1) AHIP Medicare training + exam, 2) carrier certifications (each carrier portal, AHIP score carries in), 3) product/state modules, 4) ready-to-sell confirmations before AEP (Oct 15). Track every cert — a lapsed one = no commissions on that carrier. VOD tracks these for partner agencies.
Track 4Carrier Playbooks
Per-carrier contracting notes and state footprints live in the directory (watch the restriction flags: resident-only, single-upline, separated contracts). Commission schedules: rate tables.
Track 5Agency Operations
Lead handling & TCPA basics · commissions reconciliation cadence (monthly, every carrier) · compliance file hygiene · when to hire your first CSR · buying & selling a book. Deep-dives delivered live — book office hours below.
Track 6Live Updates
Rule & carrier changes as they land: 2026 news hub. Bonus & comp announcements go to contracted agents directly.