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Welcome back, Maria

Independent Agent · BrightPath Insurance Group · NPN 18294736

AccountActiveComplianceAction RequiredView Compliance 360

Setup progress

7 of 9 complete

Action RequiredCompliance status1 item blocking

6Active licenses5 states + resident

2Expiring requirementsWithin 30 days

4Pending tasks2 need action now

$3,240Pending commissionsAwaiting reconciliation

Feb 28Next payout$1,880 scheduled

$0Outstanding invoicesAll settled

Expiring Soon

Issue:: Your Errors & Omissions coverage lapses on Feb 08, 2026.
Impact:: New business submissions to 3 carriers will be blocked after expiration.
Required action:: Upload your renewed E&O certificate or confirm auto-renewal.

Source: Carrier requirement · CNA Professional · Verified 2025-02-08

Action Required

Issue:: A carrier appointment for California (Life) is not yet active.
Impact:: You cannot bind Life applications in California until the appointment is active.
Required action:: Complete the carrier appointment request and product certification.

Source: State of California · DOI · Not yet verified

Action Required

Issue:: NAIC annuity best-interest training is required and not yet on file.
Impact:: Annuity quoting and submissions are restricted in 4 states.
Required action:: Complete the 4-hour NAIC annuity training module.

Source: NAIC model regulation · Not yet verified

$4,120Commission MTD

$28,540Commission YTD

$3,240Pending

$1,880Available payout

Feb 28Next payout

$0Outstanding invoices