New Agent Roadmap

creating a lasting legacy of health and wealth for life & beyond

Your Progress

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Weekly Meetings

Recurring · Live Zoom Links

Other Weekly Habits

Agent Info Vault

A private, encrypted place to track your writing numbers, usernames, passwords, and license info. Set a 4-digit PIN to begin.

Wrong PIN. Try again.

Your PIN derives an AES-256 encryption key. Vault data is encrypted on this device — without the correct PIN, the data is unreadable.

Agent Info Vault

Saved

🔐 Encrypted with your PIN All data below — including passwords — is encrypted with AES-256 before being saved to this device. Your PIN derives the encryption key (PBKDF2, 100K iterations); without the correct PIN, the data cannot be decrypted. Nothing is sent anywhere — everything stays on this device.

Personal & Contact

Full Legal Name

NPN

Personal Cell

Business Email

AHIP Year

AHIP Cert #

State Licenses

E&O Insurance

Carrier

Policy #

Effective Date

Expiration Date

Tax Info

TIN / EIN (if you have a business entity)

Business Entity Name

SSN (if no business entity)

W9 Document Link (Drive, Dropbox, etc.)

W9 Notes (if you don't have a link to share)

Carrier Writing Numbers, Portals & Reps

Tool Logins

Data is auto-saved (encrypted) as you type.

Notes

Your notes save as you type, just to this session.

Notes

Add a Carrier-Sponsored Event

Phase Complete!