You're in the driver's seat. Move at your own pace, nothing waits on anyone else.
Run both if you want. You just can't skip steps within each one.
Cashflow and promotions. This is what you chase once you're producing.
What's going on at Invictus, who's winning, and your back-office shortcuts.
Start with what you're trying to accomplish. We route it to the right team automatically, no guessing which department to email.
Pick what you're trying to do. The form opens, you fill it in, we handle the rest.
You don't need to know which department owns it. That's our job.
Every request flows through one intake, then routes to the team that actually handles it.
Authorization for Agent Promotion · routes to Coding & Promotion
Your promotion authorization for — has been signed and sent in-app for their signature.
You have unsaved changes. If you exit now, this request won't be saved.
Licensing, CE, and training · answers first, help if you need it
Most licensing and CE questions have a quick answer. Find what you need below, and if it's not here, send it to the right desk at the bottom.
Get licensed in a state you don't live in · done on NIPR
A non-resident license is applied for directly on NIPR, the national licensing site. Invictus can't submit it for you, but it only takes a few minutes and we'll walk you through every screen so you don't get lost.
On the NIPR screen, prove who you are. This is quick.
Tell NIPR which license, where, and what type.
Complete your biographic data, then work down the sections on the left.
Last stretch. Confirm everything, sign off, and submit.
What getting licensed looks like, step by step
What to assign before this agent can sell
What your state requires to stay licensed
Every request you've submitted, in one place, with live status. No more emailing to ask where things stand.
If this resolved on its own, you can close it out. This ticket will be marked as closed and removed from your list.
Track your earnings, pending commissions, and upcoming payouts.
Money that's paid out.
Every commission event, newest first.
| Date | Carrier | Product | Type | Status | Amount |
|---|---|---|---|---|---|
| 06/09/2026 | NANorth American | IUL | Advance | Paid | $316.29 |
| 06/02/2026 | CBCorebridge | FIA | Advance | Pending | $2,475.76 |
| 05/30/2026 | GDGuardian | Whole Life | Commission | Paid | $668.80 |
| 05/22/2026 | NWNationwide | IUL | Chargeback | Completed | ($441.67) |
| 05/15/2026 | FGF&G | Term Life | Commission | Paid | $2,273.96 |
Full commission ledger with all cycle records.
| Cycle Date | Gross | Advances | Chargebacks | Reserves | Net Paid |
|---|---|---|---|---|---|
| 05/12/2026 | $17,120.00 | $1,240.00 | ($441.67) | $630.00 | $15,247.62 |
| 04/30/2026 | $9,310.00 | $620.00 | ($180.00) | $110.00 | $8,400.00 |
| 04/10/2026 | $6,140.00 | $300.00 | $0.00 | $155.00 | $5,685.00 |
| 03/31/2026 | $3,520.00 | $180.00 | ($120.00) | $20.00 | $3,200.00 |
We're 84% toward the regional goal. If the team reaches 500 applications before Friday, everyone who hits 15 personal apps earns the Gear Up reward.
Your licenses, credentials, and renewals in one place. Stay compliant, stay ready to sell.
All licensing and credentials are active and current.
| State | License # | Status | Expiration |
|---|
| Credential | Detail | Status | Renews |
|---|
Pick what you're adding. State requirements vary, so you can upload whatever your state needs.
| State | License # | Expiration | Resident |
|---|
Get appointed with any Velocity carrier. Start an appointment in minutes and track every carrier's status right here.
You're requesting an appointment with Global Atlantic.
Carrier
Request type
Pick the product and the states you'll write in. Only your licensed states are shown.
Product
Licensed states
Pulled from your Compliance profile. Everything this carrier needs is current.
Your active policy, checked against this carrier's requirement.
A few questions specific to Global Atlantic.
Standard disclosures. These carry across every carrier, so you answer them once.
Review the carrier agreement, then sign below to submit your request.
Global Atlantic
This Agent Insurance Selling Agreement ("Agreement") is made by and between Global Atlantic ("Company"), and James Richard Maroney, an agent authorized to sell insurance products ("Agent").
Witnesseth
WHEREAS, Company offers certain life policies, annuity contracts and annuity/long-term care combination products (the "Products"); and WHEREAS, Company wishes to appoint the Agent for the solicitation and procurement of applications for the Products; and WHEREAS, Agent will be duly licensed under applicable state insurance law.
1. Appointment of the Agent
1.1 Company hereby appoints, effective upon compliance with individual state requirements, Agent as an agent of the Company for the solicitation and procurement of applications for the Products, in all states in which the Company is authorized to do business and in which Agent is properly licensed.
1.2 The Agent appointed by Company may not begin solicitation of insurance contracts until the Company has issued a letter confirming the appointment. Agent shall solicit, service and sell the Products in accordance with all applicable laws.
Draw your signature
This is the final step. Your signed Insurance Selling Agreement and credentials will be submitted to Global Atlantic for appointment.
Once submitted, this request moves to In review and can't be edited.
Stay plugged into the events that drive GFI growth.
The biggest events on the GFI calendar.
See what's coming up and plan your participation.
| Date | Event | Format | Category | Location | Days Away | Action |
|---|
A look ahead at key events throughout the year.
Analyze your organization and GFI performance across every metric.
Run reports across your business, organization, and GFI.
Choose the report you want to run.
Set your filters. Every report uses the same controls.
| Recruit | Tied To | Date Recruited |
|---|
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The moment he starts, you’ll see his screen fill in here, live.