Dealer and agent onboarding

How do we onboard a new dealer or agent with the business documents checked, the agreement signed and system access granted only after approval?

Run onboarding as a checklist the dealer clears through a link, with the approval gating the access. Callvu prefills the application from the dealer's registration, classifies the requirements for the dealer type and the markets (the business verification and beneficial owners, the licenses and the tax registrations, the insurance, the financial standing, the store locations, the principals' background and sanctions screening, the training), collects each through the dealer's link, checks the business against the registries and the owners against the screening lists, chases what is missing on the onboarding clock, routes the approval to the channel management desk in the Decision Desk with the checks, has the agreement and its addenda signed by an authorized principal, and only then provisions the dealer's codes and system access, writing the active dealer with its scope and the compliance obligations to the BSS, the system of record, and the dealer management system. Live at AT&T.

Live at AT&TComplex: multi-party handoffsCallvu moves: prefill, chase and verify, decide, write back

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Last updated November 7, 2026.

The problem today

The dealer sold for two months on a code the sales manager requested by email, and the fraud team found the owner on a sanctions list.

Today, without Callvu

Dealers and agents sell in the carrier's name, handle customer identity and payment data, and generate commissions. Onboarding them is a sales priority, so it happens fast and loosely: a package by email, a code issued to get the store open, the agreement signed later by someone whose authority nobody checked, the owners never screened. The exposure arrives as subscription fraud, commission fraud, a privacy breach or a regulator's question about who sells for the carrier.

The requirements are checks against records: the business's existence and its beneficial owners, the licenses and tax registrations in each market, the insurance with the carrier as additional insured, the financial standing for the device inventory and the chargebacks, the principals' background and the sanctions and exclusion screening, the training and the compliance attestations (CPNI, PCI, the consumer protection rules). The agreement sets the scope and the obligations. Access follows the approval, not the sales calendar.

A dealer active in the system should mean a dealer the carrier can defend.

How it runs

From the requestto the system of record.

A sales manager or the dealer requests onboarding. Callvu opens the case with the dealer type, the markets and the products.

Dealer principal: Provides the documents, the owners' details and the attestations through a link, and signs the agreement.
Sales or channel manager: Sponsors the dealer and sees the checklist's status.
Channel management desk: Approves in the Decision Desk with the checks.
Callvu: Prefills, classifies, chases, checks, routes, captures the signature, provisions and writes.

Prefill and classify
The application is prefilled from the dealer's registration and the sponsor's request; the dealer type (an exclusive or multi-carrier retailer, an agent, a sub-dealer), the markets and the products classify the requirements: the business verification with the beneficial owners, the state and local licenses and the tax registrations, the insurance with its limits and the carrier as additional insured, the financial statements and the credit for inventory, the store locations and their fit-out, the principals' background and the sanctions and exclusion screening, the required training and the compliance attestations.
Chase and verify
Each item is requested through the dealer's link, read on arrival and checked: the business and its owners against the state registry and the beneficial ownership information, the owners and principals against the sanctions and the carrier's exclusion lists, the licenses against the issuing authority, the insurance certificate against the limits and the dates, the financials against the thresholds; what is missing or fails is chased with the specifics on the onboarding clock, and the checklist shows the sponsor where it stands.
Decide and sign
The channel management desk approves in the Decision Desk with the checklist and each check's result, and only the allowed outcomes (approve for the markets and products the checks support, approve with conditions such as a deposit or a reduced inventory, or decline with the reasons); on approval the dealer agreement and its addenda (the commission schedule, the compliance addendum, the data protection terms) are signed by an authorized principal on their own device with the authority verified.
Provision and write back
Only after the signature are the dealer codes, the store identifiers and the system access provisioned with the scope the approval set, the active dealer with its markets, products, conditions, compliance obligations and renewal dates is written to the BSS, the system of record, and the dealer management system, and the dealer's orders, activations and commissions run inside that scope from the first sale.

Where it ends: The dealer was approved on verified business, owner, license, insurance and financial checks, signed the agreement with authority, and received codes and access only then, with the BSS holding the scope every later sale and commission runs inside. The Decision Trace shows each check and the approval; the Audit Trace shows the documents, the screenings, the signature and the provisioning with time.

Runtime enforcement

What is enforcedwhile the work runs.

The regulations preloaded in Callvu Studio and the bank's own policies, applied as steps that run, not lines in a binder. A step that breaks a rule does not run, so a completed run was compliant.

Regulations

KYB checks: Know-your-business verification confirms the dealer's legal existence, registration and good standing with the state, identifies the beneficial owners (using the FinCEN beneficial ownership information framework and the carrier's threshold) and the controlling principals, and screens them against the OFAC sanctions lists, the carrier's exclusion list and the adverse media and background sources the policy sets; a dealer that handles customer payment and identity data is a third party whose owners the carrier must know.
CPNI, PCI DSS and consumer protection obligations passed to dealers (47 CFR 64.2001 and following; the PCI DSS third-party requirements; the FTC Act and state consumer protection laws): A dealer that accesses customer account data must comply with the CPNI safeguards and the carrier's authentication rules, a dealer that takes card payments must meet the PCI requirements the carrier passes through, and the dealer's sales practices bind the carrier under the consumer protection laws; the compliance addendum, the training and the attestations evidence this before access.
State licensing, tax and insurance requirements for retailers and agents: Each market may require a business license, a sales tax registration and specific insurance, and the carrier requires general liability and crime or fidelity coverage with itself as additional insured for inventory and customer data; the checks verify each against its source.

Company policies

No dealer code or system access before the approval and the signed agreement; the sales calendar does not override it.
Business, owner, license and insurance checks are run against the sources, never on screenshots.
The approval sets the scope (markets, products, conditions), and the BSS enforces it on every sale and commission.
The BSS is the system of record for the dealer; the dealer management system holds the documents and the renewals.

Controls

Requirements classification by dealer type and market.
Document link with reading and source checks.
Beneficial owner, sanctions and exclusion screening.
Decision Desk approval with scope.
Agreement signature with authority verification.
Gated provisioning and BSS write with renewal dates.

Clocks and deadlines

Onboarding: The carrier's service level from the request, with the sponsor seeing the checklist's status.
Insurance and license expirations: Tracked from the documents, with the renewal chase opening before them.
Periodic re-screening: Owners and principals re-screened on the policy's schedule.

Documents and checks

The requirements list
Each document as received and checked
The screening results
The approval with scope and the signed agreement
The provisioning record and the BSS write

In the Decision Trace

Each check and its result.
The approval, the scope and the person.

In the Audit Trace

Each upload and screening with time.
The signature with time and authority.
The provisioning and the write.

The handoff

Between the front doorand the back office.

The front door

The dealer through its link; the sponsor sees the checklist.

The back office

The channel management desk approves on verified checks; provisioning follows the signature by rule.

The Decision Desk

The checklist goes to the channel management desk in the Decision Desk with each check's result and only approve for the verified scope, approve with conditions, or decline with reasons.

Proof

Live at AT&T.Published results only.

Each result is a published claim, with its code on agents.callvu.com, where its status, source and last verified date are kept.

AT&T runs close to 100 processes on Callvu, including transfers of billing responsibility, port-outs, line separations, SIM changes, activations, payment arrangements, billing, prepaid and top-ups, collections, account takeover reports, authorized user changes, device financing agreements and business account onboarding.

TEL-02 · Self-asserted · verified 2026-11-05

AT&T Business deployed 84+ processes in 5 weeks, with 34% higher order value.

ATT-05 · Self-asserted · verified 2026-11-05

At AT&T Business, Callvu worked inside the existing contact center platform with no changes to internal processes.

ATT-03 · Customer-attested · verified 2026-11-02

Questions

What buyers ask next,answered plainly.

What is checked before approval?

The business and its beneficial owners against the registries and the sanctions and exclusion lists, the licenses and tax registrations, the insurance limits with the carrier as additional insured, the financial standing, the principals' background and the training attestations.

When does the dealer get a code?

Only after the channel management desk approves and an authorized principal signs the agreement; the codes and the access are provisioned with the approved scope.

What limits the dealer afterwards?

The approved markets, products and conditions written to the BSS, which every order, activation and commission runs inside, with the licenses and insurance tracked to renewal.

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