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Invite agents, review submissions, and manage the onboarding workflow.
Track carrier contracting progress across WAP, UHC, Aetna, and Wellcare.
Edit agent info, onboarding task statuses, and carrier contracting stages.
Process employee terminations across Paylocity, Airtable, and the agents database.
View and manage onboarding checklists for agents in the pipeline.
Upload completion screenshots for Alignment and Devoted carrier contracting.