Steve McDade — Agent Dashboard

AHP Direct · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Steve McDade’s leads, clients, and communications. No other agents’ client records are included.
My Leads3Assigned to me
My Clients4My client book
New Leads1Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Robert Bennettlead1001@example.com Medicare Agent PageSteve McDade Steve McDade New Aug 1, 2026 Open Chat
Linda Carterlead1002@example.com Health Insurance Agent PageSteve McDade Steve McDade Contacted Aug 2, 2026 Open Chat
James Davislead1003@example.com Dental/Vision Agent PageSteve McDade Steve McDade Appointment Set Aug 3, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Robert Bennettlead1001@example.com Medicare Agent PageSteve McDade Steve McDade New Aug 1, 2026 Open Chat
Linda Carterlead1002@example.com Health Insurance Agent PageSteve McDade Steve McDade Contacted Aug 2, 2026 Open Chat
James Davislead1003@example.com Dental/Vision Agent PageSteve McDade Steve McDade Appointment Set Aug 3, 2026 Open Chat

My Clients

Showing only clients assigned to Steve McDade.
ClientCoverageAgentStatusEffectiveRenewal
William Turnerclient5001@example.com Medicare Advantage Steve McDade Active 01/01/2026 Jan 2027 Open
Barbara Hallclient5002@example.com Medicare Supplement Steve McDade Active 02/01/2026 Feb 2027 Open
Charles Greenclient5003@example.com ACA Marketplace Steve McDade Active 03/01/2026 Mar 2027 Open
Susan Bakerclient5004@example.com Dental/Vision Steve McDade Active 04/01/2026 Apr 2027 Open

Email Campaigns

Audience is limited to Steve McDade’s 4 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Steve McDade’s 4 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Mark McDade — Agent Dashboard

AHP Direct · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Mark McDade’s leads, clients, and communications. No other agents’ client records are included.
My Leads4Assigned to me
My Clients5My client book
New Leads1Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
James Davislead1004@example.com Health Insurance Agent PageMark McDade Mark McDade Contacted Aug 4, 2026 Open Chat
Patricia Evanslead1005@example.com Dental/Vision Agent PageMark McDade Mark McDade Appointment Set Aug 5, 2026 Open Chat
Ashley Brookslead1006@example.com Supplemental Agent PageMark McDade Mark McDade Working Aug 6, 2026 Open Chat
Brandon Collinslead1007@example.com Life Insurance Agent PageMark McDade Mark McDade New Aug 7, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
James Davislead1004@example.com Health Insurance Agent PageMark McDade Mark McDade Contacted Aug 4, 2026 Open Chat
Patricia Evanslead1005@example.com Dental/Vision Agent PageMark McDade Mark McDade Appointment Set Aug 5, 2026 Open Chat
Ashley Brookslead1006@example.com Supplemental Agent PageMark McDade Mark McDade Working Aug 6, 2026 Open Chat
Brandon Collinslead1007@example.com Life Insurance Agent PageMark McDade Mark McDade New Aug 7, 2026 Open Chat

My Clients

Showing only clients assigned to Mark McDade.
ClientCoverageAgentStatusEffectiveRenewal
Joseph Adamsclient5005@example.com Medicare Supplement Mark McDade Active 02/01/2026 Feb 2027 Open
Nancy Scottclient5006@example.com ACA Marketplace Mark McDade Active 03/01/2026 Mar 2027 Open
Thomas Hillclient5007@example.com Dental/Vision Mark McDade Active 04/01/2026 Apr 2027 Open
Betty Youngclient5008@example.com Life Insurance Mark McDade Active 05/01/2026 May 2027 Open
Christopher Kingclient5009@example.com Hospital Indemnity Mark McDade Active 06/01/2026 Jun 2027 Open

Email Campaigns

Audience is limited to Mark McDade’s 5 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Mark McDade’s 5 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Tim McDade — Agent Dashboard

AHP Direct · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Tim McDade’s leads, clients, and communications. No other agents’ client records are included.
My Leads5Assigned to me
My Clients6My client book
New Leads1Needs follow-up
Appointments2Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Ashley Brookslead1008@example.com Dental/Vision Agent PageTim McDade Tim McDade Appointment Set Aug 7, 2026 Open Chat
Brandon Collinslead1009@example.com Supplemental Agent PageTim McDade Tim McDade Working Aug 8, 2026 Open Chat
Megan Howardlead1010@example.com Life Insurance Agent PageTim McDade Tim McDade New Aug 9, 2026 Open Chat
Tyler Morganlead1011@example.com Employer Benefits Agent PageTim McDade Tim McDade Contacted Aug 10, 2026 Open Chat
Melissa Kinglead1012@example.com Medicare Agent PageTim McDade Tim McDade Appointment Set Aug 11, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Ashley Brookslead1008@example.com Dental/Vision Agent PageTim McDade Tim McDade Appointment Set Aug 7, 2026 Open Chat
Brandon Collinslead1009@example.com Supplemental Agent PageTim McDade Tim McDade Working Aug 8, 2026 Open Chat
Megan Howardlead1010@example.com Life Insurance Agent PageTim McDade Tim McDade New Aug 9, 2026 Open Chat
Tyler Morganlead1011@example.com Employer Benefits Agent PageTim McDade Tim McDade Contacted Aug 10, 2026 Open Chat
Melissa Kinglead1012@example.com Medicare Agent PageTim McDade Tim McDade Appointment Set Aug 11, 2026 Open Chat

My Clients

Showing only clients assigned to Tim McDade.
ClientCoverageAgentStatusEffectiveRenewal
Christopher Kingclient5010@example.com ACA Marketplace Tim McDade Active 03/01/2026 Mar 2027 Open
Sandra Wrightclient5011@example.com Dental/Vision Tim McDade Active 04/01/2026 Apr 2027 Open
Daniel Harrisclient5012@example.com Life Insurance Tim McDade Active 05/01/2026 May 2027 Open
Carol Nelsonclient5013@example.com Hospital Indemnity Tim McDade Active 06/01/2026 Jun 2027 Open
Matthew Clarkclient5014@example.com Medicare Advantage Tim McDade Active 07/01/2026 Jan 2027 Open
Ruth Lewisclient5015@example.com Medicare Supplement Tim McDade Active 08/01/2026 Feb 2027 Open

Email Campaigns

Audience is limited to Tim McDade’s 6 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Tim McDade’s 6 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Anita Walker-Starling — Agent Dashboard

AHP Direct · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Anita Walker-Starling’s leads, clients, and communications. No other agents’ client records are included.
My Leads6Assigned to me
My Clients4My client book
New Leads2Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Megan Howardlead1013@example.com Supplemental Agent PageAnita Walker-Starling Anita Walker-Starling Working Aug 10, 2026 Open Chat
Tyler Morganlead1014@example.com Life Insurance Agent PageAnita Walker-Starling Anita Walker-Starling New Aug 11, 2026 Open Chat
Melissa Kinglead1015@example.com Employer Benefits Agent PageAnita Walker-Starling Anita Walker-Starling Contacted Aug 12, 2026 Open Chat
Aaron Fosterlead1016@example.com Medicare Agent PageAnita Walker-Starling Anita Walker-Starling Appointment Set Aug 13, 2026 Open Chat
Donna Mitchelllead1017@example.com Health Insurance Agent PageAnita Walker-Starling Anita Walker-Starling Working Aug 14, 2026 Open Chat
Kenneth Nelsonlead1018@example.com Dental/Vision Agent PageAnita Walker-Starling Anita Walker-Starling New Aug 15, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Megan Howardlead1013@example.com Supplemental Agent PageAnita Walker-Starling Anita Walker-Starling Working Aug 10, 2026 Open Chat
Tyler Morganlead1014@example.com Life Insurance Agent PageAnita Walker-Starling Anita Walker-Starling New Aug 11, 2026 Open Chat
Melissa Kinglead1015@example.com Employer Benefits Agent PageAnita Walker-Starling Anita Walker-Starling Contacted Aug 12, 2026 Open Chat
Aaron Fosterlead1016@example.com Medicare Agent PageAnita Walker-Starling Anita Walker-Starling Appointment Set Aug 13, 2026 Open Chat
Donna Mitchelllead1017@example.com Health Insurance Agent PageAnita Walker-Starling Anita Walker-Starling Working Aug 14, 2026 Open Chat
Kenneth Nelsonlead1018@example.com Dental/Vision Agent PageAnita Walker-Starling Anita Walker-Starling New Aug 15, 2026 Open Chat

My Clients

Showing only clients assigned to Anita Walker-Starling.
ClientCoverageAgentStatusEffectiveRenewal
Matthew Clarkclient5016@example.com Dental/Vision Anita Walker-Starling Active 04/01/2026 Apr 2027 Open
Ruth Lewisclient5017@example.com Life Insurance Anita Walker-Starling Active 05/01/2026 May 2027 Open
Anthony Walkerclient5018@example.com Hospital Indemnity Anita Walker-Starling Active 06/01/2026 Jun 2027 Open
Sharon Allenclient5019@example.com Medicare Advantage Anita Walker-Starling Active 07/01/2026 Jan 2027 Open

Email Campaigns

Audience is limited to Anita Walker-Starling’s 4 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Anita Walker-Starling’s 4 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Daniel "Cody" Parkerson — Agent Dashboard

AHP Direct · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Daniel "Cody" Parkerson’s leads, clients, and communications. No other agents’ client records are included.
My Leads3Assigned to me
My Clients5My client book
New Leads1Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Melissa Kinglead1019@example.com Life Insurance Agent PageDaniel "Cody" Parkerson Daniel "Cody" Parkerson New Aug 13, 2026 Open Chat
Aaron Fosterlead1020@example.com Employer Benefits Agent PageDaniel "Cody" Parkerson Daniel "Cody" Parkerson Contacted Aug 14, 2026 Open Chat
Donna Mitchelllead1021@example.com Medicare Agent PageDaniel "Cody" Parkerson Daniel "Cody" Parkerson Appointment Set Aug 15, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Melissa Kinglead1019@example.com Life Insurance Agent PageDaniel "Cody" Parkerson Daniel "Cody" Parkerson New Aug 13, 2026 Open Chat
Aaron Fosterlead1020@example.com Employer Benefits Agent PageDaniel "Cody" Parkerson Daniel "Cody" Parkerson Contacted Aug 14, 2026 Open Chat
Donna Mitchelllead1021@example.com Medicare Agent PageDaniel "Cody" Parkerson Daniel "Cody" Parkerson Appointment Set Aug 15, 2026 Open Chat

My Clients

Showing only clients assigned to Daniel "Cody" Parkerson.
ClientCoverageAgentStatusEffectiveRenewal
Donald Robinsonclient5020@example.com Life Insurance Daniel "Cody" Parkerson Active 05/01/2026 May 2027 Open
Deborah Carterclient5021@example.com Hospital Indemnity Daniel "Cody" Parkerson Active 06/01/2026 Jun 2027 Open
George Mitchellclient5022@example.com Medicare Advantage Daniel "Cody" Parkerson Active 07/01/2026 Jan 2027 Open
Karen Phillipsclient5023@example.com Medicare Supplement Daniel "Cody" Parkerson Active 08/01/2026 Feb 2027 Open
Edward Campbellclient5024@example.com ACA Marketplace Daniel "Cody" Parkerson Active 09/01/2026 Mar 2027 Open

Email Campaigns

Audience is limited to Daniel "Cody" Parkerson’s 5 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Daniel "Cody" Parkerson’s 5 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Jessica West — Agent Dashboard

AHP Direct · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Jessica West’s leads, clients, and communications. No other agents’ client records are included.
My Leads4Assigned to me
My Clients6My client book
New Leads1Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Donna Mitchelllead1022@example.com Employer Benefits Agent PageJessica West Jessica West Contacted Aug 16, 2026 Open Chat
Kenneth Nelsonlead1023@example.com Medicare Agent PageJessica West Jessica West Appointment Set Aug 17, 2026 Open Chat
Amanda Bennettlead1024@example.com Health Insurance Agent PageJessica West Jessica West Working Aug 18, 2026 Open Chat
Rachel Davislead1025@example.com Dental/Vision Agent PageJessica West Jessica West New Aug 19, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Donna Mitchelllead1022@example.com Employer Benefits Agent PageJessica West Jessica West Contacted Aug 16, 2026 Open Chat
Kenneth Nelsonlead1023@example.com Medicare Agent PageJessica West Jessica West Appointment Set Aug 17, 2026 Open Chat
Amanda Bennettlead1024@example.com Health Insurance Agent PageJessica West Jessica West Working Aug 18, 2026 Open Chat
Rachel Davislead1025@example.com Dental/Vision Agent PageJessica West Jessica West New Aug 19, 2026 Open Chat

My Clients

Showing only clients assigned to Jessica West.
ClientCoverageAgentStatusEffectiveRenewal
Edward Campbellclient5025@example.com Hospital Indemnity Jessica West Active 06/01/2026 Jun 2027 Open
Maria Parkerclient5026@example.com Medicare Advantage Jessica West Active 07/01/2026 Jan 2027 Open
Steven Evansclient5027@example.com Medicare Supplement Jessica West Active 08/01/2026 Feb 2027 Open
Laura Edwardsclient5028@example.com ACA Marketplace Jessica West Active 09/01/2026 Mar 2027 Open
Brian Collinsclient5029@example.com Dental/Vision Jessica West Active 01/01/2026 Apr 2027 Open
Donna Stewartclient5030@example.com Life Insurance Jessica West Active 02/01/2026 May 2027 Open

Email Campaigns

Audience is limited to Jessica West’s 6 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Jessica West’s 6 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Michael Mangham — Agent Dashboard

Central Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Michael Mangham’s leads, clients, and communications. No other agents’ client records are included.
My Leads5Assigned to me
My Clients4My client book
New Leads1Needs follow-up
Appointments2Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Amanda Bennettlead1026@example.com Medicare Agent PageMichael Mangham Michael Mangham Appointment Set Aug 19, 2026 Open Chat
Rachel Davislead1027@example.com Health Insurance Agent PageMichael Mangham Michael Mangham Working Aug 20, 2026 Open Chat
Karen Collinslead1028@example.com Dental/Vision Agent PageMichael Mangham Michael Mangham New Aug 21, 2026 Open Chat
Jennifer Mitchelllead1029@example.com Supplemental Agent PageMichael Mangham Michael Mangham Contacted Aug 22, 2026 Open Chat
Robert Bennettlead1030@example.com Life Insurance Agent PageMichael Mangham Michael Mangham Appointment Set Aug 23, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Amanda Bennettlead1026@example.com Medicare Agent PageMichael Mangham Michael Mangham Appointment Set Aug 19, 2026 Open Chat
Rachel Davislead1027@example.com Health Insurance Agent PageMichael Mangham Michael Mangham Working Aug 20, 2026 Open Chat
Karen Collinslead1028@example.com Dental/Vision Agent PageMichael Mangham Michael Mangham New Aug 21, 2026 Open Chat
Jennifer Mitchelllead1029@example.com Supplemental Agent PageMichael Mangham Michael Mangham Contacted Aug 22, 2026 Open Chat
Robert Bennettlead1030@example.com Life Insurance Agent PageMichael Mangham Michael Mangham Appointment Set Aug 23, 2026 Open Chat

My Clients

Showing only clients assigned to Michael Mangham.
ClientCoverageAgentStatusEffectiveRenewal
Brian Collinsclient5031@example.com Medicare Advantage Michael Mangham Active 07/01/2026 Jan 2027 Open
Donna Stewartclient5032@example.com Medicare Supplement Michael Mangham Active 08/01/2026 Feb 2027 Open
Kevin Morrisclient5033@example.com ACA Marketplace Michael Mangham Active 09/01/2026 Mar 2027 Open
Michelle Rogersclient5034@example.com Dental/Vision Michael Mangham Active 01/01/2026 Apr 2027 Open

Email Campaigns

Audience is limited to Michael Mangham’s 4 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Michael Mangham’s 4 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Duane Madill — Agent Dashboard

Central Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Duane Madill’s leads, clients, and communications. No other agents’ client records are included.
My Leads6Assigned to me
My Clients5My client book
New Leads2Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Karen Collinslead1031@example.com Health Insurance Agent PageDuane Madill Duane Madill Working Aug 22, 2026 Open Chat
Jennifer Mitchelllead1032@example.com Dental/Vision Agent PageDuane Madill Duane Madill New Aug 23, 2026 Open Chat
Robert Bennettlead1033@example.com Supplemental Agent PageDuane Madill Duane Madill Contacted Aug 24, 2026 Open Chat
Linda Carterlead1034@example.com Life Insurance Agent PageDuane Madill Duane Madill Appointment Set Aug 25, 2026 Open Chat
James Davislead1035@example.com Employer Benefits Agent PageDuane Madill Duane Madill Working Aug 26, 2026 Open Chat
Patricia Evanslead1036@example.com Medicare Agent PageDuane Madill Duane Madill New Aug 27, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Karen Collinslead1031@example.com Health Insurance Agent PageDuane Madill Duane Madill Working Aug 22, 2026 Open Chat
Jennifer Mitchelllead1032@example.com Dental/Vision Agent PageDuane Madill Duane Madill New Aug 23, 2026 Open Chat
Robert Bennettlead1033@example.com Supplemental Agent PageDuane Madill Duane Madill Contacted Aug 24, 2026 Open Chat
Linda Carterlead1034@example.com Life Insurance Agent PageDuane Madill Duane Madill Appointment Set Aug 25, 2026 Open Chat
James Davislead1035@example.com Employer Benefits Agent PageDuane Madill Duane Madill Working Aug 26, 2026 Open Chat
Patricia Evanslead1036@example.com Medicare Agent PageDuane Madill Duane Madill New Aug 27, 2026 Open Chat

My Clients

Showing only clients assigned to Duane Madill.
ClientCoverageAgentStatusEffectiveRenewal
Jason Reedclient5035@example.com Medicare Supplement Duane Madill Active 08/01/2026 Feb 2027 Open
Rebecca Cookclient5036@example.com ACA Marketplace Duane Madill Active 09/01/2026 Mar 2027 Open
Jeffrey Morganclient5037@example.com Dental/Vision Duane Madill Active 01/01/2026 Apr 2027 Open
Angela Bellclient5038@example.com Life Insurance Duane Madill Active 02/01/2026 May 2027 Open
Ryan Murphyclient5039@example.com Hospital Indemnity Duane Madill Active 03/01/2026 Jun 2027 Open

Email Campaigns

Audience is limited to Duane Madill’s 5 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Duane Madill’s 5 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Shalyn Tedder — Agent Dashboard

Central Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Shalyn Tedder’s leads, clients, and communications. No other agents’ client records are included.
My Leads3Assigned to me
My Clients6My client book
New Leads1Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Robert Bennettlead1037@example.com Dental/Vision Agent PageShalyn Tedder Shalyn Tedder New Aug 25, 2026 Open Chat
Linda Carterlead1038@example.com Supplemental Agent PageShalyn Tedder Shalyn Tedder Contacted Aug 26, 2026 Open Chat
James Davislead1039@example.com Life Insurance Agent PageShalyn Tedder Shalyn Tedder Appointment Set Aug 27, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Robert Bennettlead1037@example.com Dental/Vision Agent PageShalyn Tedder Shalyn Tedder New Aug 25, 2026 Open Chat
Linda Carterlead1038@example.com Supplemental Agent PageShalyn Tedder Shalyn Tedder Contacted Aug 26, 2026 Open Chat
James Davislead1039@example.com Life Insurance Agent PageShalyn Tedder Shalyn Tedder Appointment Set Aug 27, 2026 Open Chat

My Clients

Showing only clients assigned to Shalyn Tedder.
ClientCoverageAgentStatusEffectiveRenewal
Ryan Murphyclient5040@example.com ACA Marketplace Shalyn Tedder Active 09/01/2026 Mar 2027 Open
Teresa Baileyclient5041@example.com Dental/Vision Shalyn Tedder Active 01/01/2026 Apr 2027 Open
Eric Riveraclient5042@example.com Life Insurance Shalyn Tedder Active 02/01/2026 May 2027 Open
Janet Cooperclient5043@example.com Hospital Indemnity Shalyn Tedder Active 03/01/2026 Jun 2027 Open
Scott Richardsonclient5044@example.com Medicare Advantage Shalyn Tedder Active 04/01/2026 Jan 2027 Open
Carolyn Coxclient5045@example.com Medicare Supplement Shalyn Tedder Active 05/01/2026 Feb 2027 Open

Email Campaigns

Audience is limited to Shalyn Tedder’s 6 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Shalyn Tedder’s 6 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Pilar Lumpkin — Agent Dashboard

Central Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Pilar Lumpkin’s leads, clients, and communications. No other agents’ client records are included.
My Leads4Assigned to me
My Clients4My client book
New Leads1Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
James Davislead1040@example.com Supplemental Agent PagePilar Lumpkin Pilar Lumpkin Contacted Aug 1, 2026 Open Chat
Patricia Evanslead1041@example.com Life Insurance Agent PagePilar Lumpkin Pilar Lumpkin Appointment Set Aug 2, 2026 Open Chat
Ashley Brookslead1042@example.com Employer Benefits Agent PagePilar Lumpkin Pilar Lumpkin Working Aug 3, 2026 Open Chat
Brandon Collinslead1043@example.com Medicare Agent PagePilar Lumpkin Pilar Lumpkin New Aug 4, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
James Davislead1040@example.com Supplemental Agent PagePilar Lumpkin Pilar Lumpkin Contacted Aug 1, 2026 Open Chat
Patricia Evanslead1041@example.com Life Insurance Agent PagePilar Lumpkin Pilar Lumpkin Appointment Set Aug 2, 2026 Open Chat
Ashley Brookslead1042@example.com Employer Benefits Agent PagePilar Lumpkin Pilar Lumpkin Working Aug 3, 2026 Open Chat
Brandon Collinslead1043@example.com Medicare Agent PagePilar Lumpkin Pilar Lumpkin New Aug 4, 2026 Open Chat

My Clients

Showing only clients assigned to Pilar Lumpkin.
ClientCoverageAgentStatusEffectiveRenewal
Scott Richardsonclient5046@example.com Dental/Vision Pilar Lumpkin Active 01/01/2026 Apr 2027 Open
Carolyn Coxclient5047@example.com Life Insurance Pilar Lumpkin Active 02/01/2026 May 2027 Open
Gregory Howardclient5048@example.com Hospital Indemnity Pilar Lumpkin Active 03/01/2026 Jun 2027 Open
Virginia Wardclient5049@example.com Medicare Advantage Pilar Lumpkin Active 04/01/2026 Jan 2027 Open

Email Campaigns

Audience is limited to Pilar Lumpkin’s 4 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Pilar Lumpkin’s 4 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

David Reyes — Agent Dashboard

Central Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only David Reyes’s leads, clients, and communications. No other agents’ client records are included.
My Leads5Assigned to me
My Clients5My client book
New Leads1Needs follow-up
Appointments2Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Ashley Brookslead1044@example.com Life Insurance Agent PageDavid Reyes David Reyes Appointment Set Aug 4, 2026 Open Chat
Brandon Collinslead1045@example.com Employer Benefits Agent PageDavid Reyes David Reyes Working Aug 5, 2026 Open Chat
Megan Howardlead1046@example.com Medicare Agent PageDavid Reyes David Reyes New Aug 6, 2026 Open Chat
Tyler Morganlead1047@example.com Health Insurance Agent PageDavid Reyes David Reyes Contacted Aug 7, 2026 Open Chat
Melissa Kinglead1048@example.com Dental/Vision Agent PageDavid Reyes David Reyes Appointment Set Aug 8, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Ashley Brookslead1044@example.com Life Insurance Agent PageDavid Reyes David Reyes Appointment Set Aug 4, 2026 Open Chat
Brandon Collinslead1045@example.com Employer Benefits Agent PageDavid Reyes David Reyes Working Aug 5, 2026 Open Chat
Megan Howardlead1046@example.com Medicare Agent PageDavid Reyes David Reyes New Aug 6, 2026 Open Chat
Tyler Morganlead1047@example.com Health Insurance Agent PageDavid Reyes David Reyes Contacted Aug 7, 2026 Open Chat
Melissa Kinglead1048@example.com Dental/Vision Agent PageDavid Reyes David Reyes Appointment Set Aug 8, 2026 Open Chat

My Clients

Showing only clients assigned to David Reyes.
ClientCoverageAgentStatusEffectiveRenewal
Patrick Torresclient5050@example.com Life Insurance David Reyes Active 02/01/2026 May 2027 Open
Kathleen Petersonclient5051@example.com Hospital Indemnity David Reyes Active 03/01/2026 Jun 2027 Open
Kenneth Grayclient5052@example.com Medicare Advantage David Reyes Active 04/01/2026 Jan 2027 Open
Amy Ramirezclient5053@example.com Medicare Supplement David Reyes Active 05/01/2026 Feb 2027 Open
Jonathan Jamesclient5054@example.com ACA Marketplace David Reyes Active 06/01/2026 Mar 2027 Open

Email Campaigns

Audience is limited to David Reyes’s 5 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to David Reyes’s 5 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Hannah Parkerson — Agent Dashboard

South Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Hannah Parkerson’s leads, clients, and communications. No other agents’ client records are included.
My Leads6Assigned to me
My Clients6My client book
New Leads2Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Megan Howardlead1049@example.com Employer Benefits Agent PageHannah Parkerson Hannah Parkerson Working Aug 7, 2026 Open Chat
Tyler Morganlead1050@example.com Medicare Agent PageHannah Parkerson Hannah Parkerson New Aug 8, 2026 Open Chat
Melissa Kinglead1051@example.com Health Insurance Agent PageHannah Parkerson Hannah Parkerson Contacted Aug 9, 2026 Open Chat
Aaron Fosterlead1052@example.com Dental/Vision Agent PageHannah Parkerson Hannah Parkerson Appointment Set Aug 10, 2026 Open Chat
Donna Mitchelllead1053@example.com Supplemental Agent PageHannah Parkerson Hannah Parkerson Working Aug 11, 2026 Open Chat
Kenneth Nelsonlead1054@example.com Life Insurance Agent PageHannah Parkerson Hannah Parkerson New Aug 12, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Megan Howardlead1049@example.com Employer Benefits Agent PageHannah Parkerson Hannah Parkerson Working Aug 7, 2026 Open Chat
Tyler Morganlead1050@example.com Medicare Agent PageHannah Parkerson Hannah Parkerson New Aug 8, 2026 Open Chat
Melissa Kinglead1051@example.com Health Insurance Agent PageHannah Parkerson Hannah Parkerson Contacted Aug 9, 2026 Open Chat
Aaron Fosterlead1052@example.com Dental/Vision Agent PageHannah Parkerson Hannah Parkerson Appointment Set Aug 10, 2026 Open Chat
Donna Mitchelllead1053@example.com Supplemental Agent PageHannah Parkerson Hannah Parkerson Working Aug 11, 2026 Open Chat
Kenneth Nelsonlead1054@example.com Life Insurance Agent PageHannah Parkerson Hannah Parkerson New Aug 12, 2026 Open Chat

My Clients

Showing only clients assigned to Hannah Parkerson.
ClientCoverageAgentStatusEffectiveRenewal
Jonathan Jamesclient5055@example.com Hospital Indemnity Hannah Parkerson Active 03/01/2026 Jun 2027 Open
Brenda Watsonclient5056@example.com Medicare Advantage Hannah Parkerson Active 04/01/2026 Jan 2027 Open
Stephen Brooksclient5057@example.com Medicare Supplement Hannah Parkerson Active 05/01/2026 Feb 2027 Open
Pamela Kellyclient5058@example.com ACA Marketplace Hannah Parkerson Active 06/01/2026 Mar 2027 Open
Andrew Sandersclient5059@example.com Dental/Vision Hannah Parkerson Active 07/01/2026 Apr 2027 Open
Debra Priceclient5060@example.com Life Insurance Hannah Parkerson Active 08/01/2026 May 2027 Open

Email Campaigns

Audience is limited to Hannah Parkerson’s 6 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Hannah Parkerson’s 6 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Rikki Toppo — Agent Dashboard

South Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Rikki Toppo’s leads, clients, and communications. No other agents’ client records are included.
My Leads3Assigned to me
My Clients4My client book
New Leads1Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Melissa Kinglead1055@example.com Medicare Agent PageRikki Toppo Rikki Toppo New Aug 10, 2026 Open Chat
Aaron Fosterlead1056@example.com Health Insurance Agent PageRikki Toppo Rikki Toppo Contacted Aug 11, 2026 Open Chat
Donna Mitchelllead1057@example.com Dental/Vision Agent PageRikki Toppo Rikki Toppo Appointment Set Aug 12, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Melissa Kinglead1055@example.com Medicare Agent PageRikki Toppo Rikki Toppo New Aug 10, 2026 Open Chat
Aaron Fosterlead1056@example.com Health Insurance Agent PageRikki Toppo Rikki Toppo Contacted Aug 11, 2026 Open Chat
Donna Mitchelllead1057@example.com Dental/Vision Agent PageRikki Toppo Rikki Toppo Appointment Set Aug 12, 2026 Open Chat

My Clients

Showing only clients assigned to Rikki Toppo.
ClientCoverageAgentStatusEffectiveRenewal
Andrew Sandersclient5061@example.com Medicare Advantage Rikki Toppo Active 04/01/2026 Jan 2027 Open
Debra Priceclient5062@example.com Medicare Supplement Rikki Toppo Active 05/01/2026 Feb 2027 Open
Joshua Bennettclient5063@example.com ACA Marketplace Rikki Toppo Active 06/01/2026 Mar 2027 Open
Helen Woodclient5064@example.com Dental/Vision Rikki Toppo Active 07/01/2026 Apr 2027 Open

Email Campaigns

Audience is limited to Rikki Toppo’s 4 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Rikki Toppo’s 4 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Brian Smith — Agent Dashboard

South Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Brian Smith’s leads, clients, and communications. No other agents’ client records are included.
My Leads4Assigned to me
My Clients5My client book
New Leads1Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Donna Mitchelllead1058@example.com Health Insurance Agent PageBrian Smith Brian Smith Contacted Aug 13, 2026 Open Chat
Kenneth Nelsonlead1059@example.com Dental/Vision Agent PageBrian Smith Brian Smith Appointment Set Aug 14, 2026 Open Chat
Amanda Bennettlead1060@example.com Supplemental Agent PageBrian Smith Brian Smith Working Aug 15, 2026 Open Chat
Rachel Davislead1061@example.com Life Insurance Agent PageBrian Smith Brian Smith New Aug 16, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Donna Mitchelllead1058@example.com Health Insurance Agent PageBrian Smith Brian Smith Contacted Aug 13, 2026 Open Chat
Kenneth Nelsonlead1059@example.com Dental/Vision Agent PageBrian Smith Brian Smith Appointment Set Aug 14, 2026 Open Chat
Amanda Bennettlead1060@example.com Supplemental Agent PageBrian Smith Brian Smith Working Aug 15, 2026 Open Chat
Rachel Davislead1061@example.com Life Insurance Agent PageBrian Smith Brian Smith New Aug 16, 2026 Open Chat

My Clients

Showing only clients assigned to Brian Smith.
ClientCoverageAgentStatusEffectiveRenewal
Frank Barnesclient5065@example.com Medicare Supplement Brian Smith Active 05/01/2026 Feb 2027 Open
Frances Rossclient5066@example.com ACA Marketplace Brian Smith Active 06/01/2026 Mar 2027 Open
Raymond Hendersonclient5067@example.com Dental/Vision Brian Smith Active 07/01/2026 Apr 2027 Open
Diane Colemanclient5068@example.com Life Insurance Brian Smith Active 08/01/2026 May 2027 Open
Benjamin Jenkinsclient5069@example.com Hospital Indemnity Brian Smith Active 09/01/2026 Jun 2027 Open

Email Campaigns

Audience is limited to Brian Smith’s 5 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Brian Smith’s 5 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Freida Crawford — Agent Dashboard

South Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Freida Crawford’s leads, clients, and communications. No other agents’ client records are included.
My Leads5Assigned to me
My Clients6My client book
New Leads1Needs follow-up
Appointments2Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Amanda Bennettlead1062@example.com Dental/Vision Agent PageFreida Crawford Freida Crawford Appointment Set Aug 16, 2026 Open Chat
Rachel Davislead1063@example.com Supplemental Agent PageFreida Crawford Freida Crawford Working Aug 17, 2026 Open Chat
Karen Collinslead1064@example.com Life Insurance Agent PageFreida Crawford Freida Crawford New Aug 18, 2026 Open Chat
Jennifer Mitchelllead1065@example.com Employer Benefits Agent PageFreida Crawford Freida Crawford Contacted Aug 19, 2026 Open Chat
Robert Bennettlead1066@example.com Medicare Agent PageFreida Crawford Freida Crawford Appointment Set Aug 20, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Amanda Bennettlead1062@example.com Dental/Vision Agent PageFreida Crawford Freida Crawford Appointment Set Aug 16, 2026 Open Chat
Rachel Davislead1063@example.com Supplemental Agent PageFreida Crawford Freida Crawford Working Aug 17, 2026 Open Chat
Karen Collinslead1064@example.com Life Insurance Agent PageFreida Crawford Freida Crawford New Aug 18, 2026 Open Chat
Jennifer Mitchelllead1065@example.com Employer Benefits Agent PageFreida Crawford Freida Crawford Contacted Aug 19, 2026 Open Chat
Robert Bennettlead1066@example.com Medicare Agent PageFreida Crawford Freida Crawford Appointment Set Aug 20, 2026 Open Chat

My Clients

Showing only clients assigned to Freida Crawford.
ClientCoverageAgentStatusEffectiveRenewal
Benjamin Jenkinsclient5070@example.com ACA Marketplace Freida Crawford Active 06/01/2026 Mar 2027 Open
Julie Perryclient5071@example.com Dental/Vision Freida Crawford Active 07/01/2026 Apr 2027 Open
Samuel Powellclient5072@example.com Life Insurance Freida Crawford Active 08/01/2026 May 2027 Open
Joyce Longclient5073@example.com Hospital Indemnity Freida Crawford Active 09/01/2026 Jun 2027 Open
Nicholas Pattersonclient5074@example.com Medicare Advantage Freida Crawford Active 01/01/2026 Jan 2027 Open
Martha Hughesclient5075@example.com Medicare Supplement Freida Crawford Active 02/01/2026 Feb 2027 Open

Email Campaigns

Audience is limited to Freida Crawford’s 6 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Freida Crawford’s 6 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Elyrra Woods — Agent Dashboard

South Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Elyrra Woods’s leads, clients, and communications. No other agents’ client records are included.
My Leads6Assigned to me
My Clients4My client book
New Leads2Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Karen Collinslead1067@example.com Supplemental Agent PageElyrra Woods Elyrra Woods Working Aug 19, 2026 Open Chat
Jennifer Mitchelllead1068@example.com Life Insurance Agent PageElyrra Woods Elyrra Woods New Aug 20, 2026 Open Chat
Robert Bennettlead1069@example.com Employer Benefits Agent PageElyrra Woods Elyrra Woods Contacted Aug 21, 2026 Open Chat
Linda Carterlead1070@example.com Medicare Agent PageElyrra Woods Elyrra Woods Appointment Set Aug 22, 2026 Open Chat
James Davislead1071@example.com Health Insurance Agent PageElyrra Woods Elyrra Woods Working Aug 23, 2026 Open Chat
Patricia Evanslead1072@example.com Dental/Vision Agent PageElyrra Woods Elyrra Woods New Aug 24, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Karen Collinslead1067@example.com Supplemental Agent PageElyrra Woods Elyrra Woods Working Aug 19, 2026 Open Chat
Jennifer Mitchelllead1068@example.com Life Insurance Agent PageElyrra Woods Elyrra Woods New Aug 20, 2026 Open Chat
Robert Bennettlead1069@example.com Employer Benefits Agent PageElyrra Woods Elyrra Woods Contacted Aug 21, 2026 Open Chat
Linda Carterlead1070@example.com Medicare Agent PageElyrra Woods Elyrra Woods Appointment Set Aug 22, 2026 Open Chat
James Davislead1071@example.com Health Insurance Agent PageElyrra Woods Elyrra Woods Working Aug 23, 2026 Open Chat
Patricia Evanslead1072@example.com Dental/Vision Agent PageElyrra Woods Elyrra Woods New Aug 24, 2026 Open Chat

My Clients

Showing only clients assigned to Elyrra Woods.
ClientCoverageAgentStatusEffectiveRenewal
Nicholas Pattersonclient5076@example.com Dental/Vision Elyrra Woods Active 07/01/2026 Apr 2027 Open
Martha Hughesclient5077@example.com Life Insurance Elyrra Woods Active 08/01/2026 May 2027 Open
Theresa Washingtonclient5078@example.com Hospital Indemnity Elyrra Woods Active 09/01/2026 Jun 2027 Open
Tyler Butlerclient5079@example.com Medicare Advantage Elyrra Woods Active 01/01/2026 Jan 2027 Open

Email Campaigns

Audience is limited to Elyrra Woods’s 4 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Elyrra Woods’s 4 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Cameron Dowd — Agent Dashboard

Coastal Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Cameron Dowd’s leads, clients, and communications. No other agents’ client records are included.
My Leads3Assigned to me
My Clients5My client book
New Leads1Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Robert Bennettlead1073@example.com Life Insurance Agent PageCameron Dowd Cameron Dowd New Aug 22, 2026 Open Chat
Linda Carterlead1074@example.com Employer Benefits Agent PageCameron Dowd Cameron Dowd Contacted Aug 23, 2026 Open Chat
James Davislead1075@example.com Medicare Agent PageCameron Dowd Cameron Dowd Appointment Set Aug 24, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Robert Bennettlead1073@example.com Life Insurance Agent PageCameron Dowd Cameron Dowd New Aug 22, 2026 Open Chat
Linda Carterlead1074@example.com Employer Benefits Agent PageCameron Dowd Cameron Dowd Contacted Aug 23, 2026 Open Chat
James Davislead1075@example.com Medicare Agent PageCameron Dowd Cameron Dowd Appointment Set Aug 24, 2026 Open Chat

My Clients

Showing only clients assigned to Cameron Dowd.
ClientCoverageAgentStatusEffectiveRenewal
Gloria Simmonsclient5080@example.com Life Insurance Cameron Dowd Active 08/01/2026 May 2027 Open
Aaron Fosterclient5081@example.com Hospital Indemnity Cameron Dowd Active 09/01/2026 Jun 2027 Open
Evelyn Bryantclient5082@example.com Medicare Advantage Cameron Dowd Active 01/01/2026 Jan 2027 Open
Adam Alexanderclient5083@example.com Medicare Supplement Cameron Dowd Active 02/01/2026 Feb 2027 Open
Marilyn Russellclient5084@example.com ACA Marketplace Cameron Dowd Active 03/01/2026 Mar 2027 Open

Email Campaigns

Audience is limited to Cameron Dowd’s 5 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Cameron Dowd’s 5 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Cory Rhude — Agent Dashboard

Coastal Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Cory Rhude’s leads, clients, and communications. No other agents’ client records are included.
My Leads4Assigned to me
My Clients6My client book
New Leads1Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
James Davislead1076@example.com Employer Benefits Agent PageCory Rhude Cory Rhude Contacted Aug 25, 2026 Open Chat
Patricia Evanslead1077@example.com Medicare Agent PageCory Rhude Cory Rhude Appointment Set Aug 26, 2026 Open Chat
Ashley Brookslead1078@example.com Health Insurance Agent PageCory Rhude Cory Rhude Working Aug 27, 2026 Open Chat
Brandon Collinslead1079@example.com Dental/Vision Agent PageCory Rhude Cory Rhude New Aug 1, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
James Davislead1076@example.com Employer Benefits Agent PageCory Rhude Cory Rhude Contacted Aug 25, 2026 Open Chat
Patricia Evanslead1077@example.com Medicare Agent PageCory Rhude Cory Rhude Appointment Set Aug 26, 2026 Open Chat
Ashley Brookslead1078@example.com Health Insurance Agent PageCory Rhude Cory Rhude Working Aug 27, 2026 Open Chat
Brandon Collinslead1079@example.com Dental/Vision Agent PageCory Rhude Cory Rhude New Aug 1, 2026 Open Chat

My Clients

Showing only clients assigned to Cory Rhude.
ClientCoverageAgentStatusEffectiveRenewal
Marilyn Russellclient5085@example.com Hospital Indemnity Cory Rhude Active 09/01/2026 Jun 2027 Open
Nathan Griffinclient5086@example.com Medicare Advantage Cory Rhude Active 01/01/2026 Jan 2027 Open
Jean Diazclient5087@example.com Medicare Supplement Cory Rhude Active 02/01/2026 Feb 2027 Open
Henry Hayesclient5088@example.com ACA Marketplace Cory Rhude Active 03/01/2026 Mar 2027 Open
Alice Myersclient5089@example.com Dental/Vision Cory Rhude Active 04/01/2026 Apr 2027 Open
Peter Fordclient5090@example.com Life Insurance Cory Rhude Active 05/01/2026 May 2027 Open

Email Campaigns

Audience is limited to Cory Rhude’s 6 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Cory Rhude’s 6 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Edith Edwards — Agent Dashboard

Coastal Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Edith Edwards’s leads, clients, and communications. No other agents’ client records are included.
My Leads5Assigned to me
My Clients4My client book
New Leads1Needs follow-up
Appointments2Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Ashley Brookslead1080@example.com Medicare Agent PageEdith Edwards Edith Edwards Appointment Set Aug 1, 2026 Open Chat
Brandon Collinslead1081@example.com Health Insurance Agent PageEdith Edwards Edith Edwards Working Aug 2, 2026 Open Chat
Megan Howardlead1082@example.com Dental/Vision Agent PageEdith Edwards Edith Edwards New Aug 3, 2026 Open Chat
Tyler Morganlead1083@example.com Supplemental Agent PageEdith Edwards Edith Edwards Contacted Aug 4, 2026 Open Chat
Melissa Kinglead1084@example.com Life Insurance Agent PageEdith Edwards Edith Edwards Appointment Set Aug 5, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Ashley Brookslead1080@example.com Medicare Agent PageEdith Edwards Edith Edwards Appointment Set Aug 1, 2026 Open Chat
Brandon Collinslead1081@example.com Health Insurance Agent PageEdith Edwards Edith Edwards Working Aug 2, 2026 Open Chat
Megan Howardlead1082@example.com Dental/Vision Agent PageEdith Edwards Edith Edwards New Aug 3, 2026 Open Chat
Tyler Morganlead1083@example.com Supplemental Agent PageEdith Edwards Edith Edwards Contacted Aug 4, 2026 Open Chat
Melissa Kinglead1084@example.com Life Insurance Agent PageEdith Edwards Edith Edwards Appointment Set Aug 5, 2026 Open Chat

My Clients

Showing only clients assigned to Edith Edwards.
ClientCoverageAgentStatusEffectiveRenewal
Alice Myersclient5091@example.com Medicare Advantage Edith Edwards Active 01/01/2026 Jan 2027 Open
Peter Fordclient5092@example.com Medicare Supplement Edith Edwards Active 02/01/2026 Feb 2027 Open
Judith Hamiltonclient5093@example.com ACA Marketplace Edith Edwards Active 03/01/2026 Mar 2027 Open
Douglas Grahamclient5094@example.com Dental/Vision Edith Edwards Active 04/01/2026 Apr 2027 Open

Email Campaigns

Audience is limited to Edith Edwards’s 4 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Edith Edwards’s 4 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Kristin Patterson — Agent Dashboard

Coastal Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Kristin Patterson’s leads, clients, and communications. No other agents’ client records are included.
My Leads6Assigned to me
My Clients5My client book
New Leads2Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Megan Howardlead1085@example.com Health Insurance Agent PageKristin Patterson Kristin Patterson Working Aug 4, 2026 Open Chat
Tyler Morganlead1086@example.com Dental/Vision Agent PageKristin Patterson Kristin Patterson New Aug 5, 2026 Open Chat
Melissa Kinglead1087@example.com Supplemental Agent PageKristin Patterson Kristin Patterson Contacted Aug 6, 2026 Open Chat
Aaron Fosterlead1088@example.com Life Insurance Agent PageKristin Patterson Kristin Patterson Appointment Set Aug 7, 2026 Open Chat
Donna Mitchelllead1089@example.com Employer Benefits Agent PageKristin Patterson Kristin Patterson Working Aug 8, 2026 Open Chat
Kenneth Nelsonlead1090@example.com Medicare Agent PageKristin Patterson Kristin Patterson New Aug 9, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Megan Howardlead1085@example.com Health Insurance Agent PageKristin Patterson Kristin Patterson Working Aug 4, 2026 Open Chat
Tyler Morganlead1086@example.com Dental/Vision Agent PageKristin Patterson Kristin Patterson New Aug 5, 2026 Open Chat
Melissa Kinglead1087@example.com Supplemental Agent PageKristin Patterson Kristin Patterson Contacted Aug 6, 2026 Open Chat
Aaron Fosterlead1088@example.com Life Insurance Agent PageKristin Patterson Kristin Patterson Appointment Set Aug 7, 2026 Open Chat
Donna Mitchelllead1089@example.com Employer Benefits Agent PageKristin Patterson Kristin Patterson Working Aug 8, 2026 Open Chat
Kenneth Nelsonlead1090@example.com Medicare Agent PageKristin Patterson Kristin Patterson New Aug 9, 2026 Open Chat

My Clients

Showing only clients assigned to Kristin Patterson.
ClientCoverageAgentStatusEffectiveRenewal
Rose Sullivanclient5095@example.com Medicare Supplement Kristin Patterson Active 02/01/2026 Feb 2027 Open
William Turnerclient5096@example.com ACA Marketplace Kristin Patterson Active 03/01/2026 Mar 2027 Open
Barbara Hallclient5097@example.com Dental/Vision Kristin Patterson Active 04/01/2026 Apr 2027 Open
Charles Greenclient5098@example.com Life Insurance Kristin Patterson Active 05/01/2026 May 2027 Open
Susan Bakerclient5099@example.com Hospital Indemnity Kristin Patterson Active 06/01/2026 Jun 2027 Open

Email Campaigns

Audience is limited to Kristin Patterson’s 5 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Kristin Patterson’s 5 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Stephanie Kendron — Agent Dashboard

Coastal Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Stephanie Kendron’s leads, clients, and communications. No other agents’ client records are included.
My Leads3Assigned to me
My Clients6My client book
New Leads1Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Melissa Kinglead1091@example.com Dental/Vision Agent PageStephanie Kendron Stephanie Kendron New Aug 7, 2026 Open Chat
Aaron Fosterlead1092@example.com Supplemental Agent PageStephanie Kendron Stephanie Kendron Contacted Aug 8, 2026 Open Chat
Donna Mitchelllead1093@example.com Life Insurance Agent PageStephanie Kendron Stephanie Kendron Appointment Set Aug 9, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Melissa Kinglead1091@example.com Dental/Vision Agent PageStephanie Kendron Stephanie Kendron New Aug 7, 2026 Open Chat
Aaron Fosterlead1092@example.com Supplemental Agent PageStephanie Kendron Stephanie Kendron Contacted Aug 8, 2026 Open Chat
Donna Mitchelllead1093@example.com Life Insurance Agent PageStephanie Kendron Stephanie Kendron Appointment Set Aug 9, 2026 Open Chat

My Clients

Showing only clients assigned to Stephanie Kendron.
ClientCoverageAgentStatusEffectiveRenewal
Susan Bakerclient5100@example.com ACA Marketplace Stephanie Kendron Active 03/01/2026 Mar 2027 Open
Joseph Adamsclient5101@example.com Dental/Vision Stephanie Kendron Active 04/01/2026 Apr 2027 Open
Nancy Scottclient5102@example.com Life Insurance Stephanie Kendron Active 05/01/2026 May 2027 Open
Thomas Hillclient5103@example.com Hospital Indemnity Stephanie Kendron Active 06/01/2026 Jun 2027 Open
Betty Youngclient5104@example.com Medicare Advantage Stephanie Kendron Active 07/01/2026 Jan 2027 Open
Christopher Kingclient5105@example.com Medicare Supplement Stephanie Kendron Active 08/01/2026 Feb 2027 Open

Email Campaigns

Audience is limited to Stephanie Kendron’s 6 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Stephanie Kendron’s 6 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations

Jessica Lopez — Agent Dashboard

Coastal Georgia Agency · Accurate Health Plans Agent Portal
STRICT AGENT VIEW
Agent-only data: this portal contains only Jessica Lopez’s leads, clients, and communications. No other agents’ client records are included.
My Leads4Assigned to me
My Clients4My client book
New Leads1Needs follow-up
Appointments1Appointment set

Recent Leads

LeadCoverageSourceAssignedDispositionDate
Donna Mitchelllead1094@example.com Supplemental Agent PageJessica Lopez Jessica Lopez Contacted Aug 10, 2026 Open Chat
Kenneth Nelsonlead1095@example.com Life Insurance Agent PageJessica Lopez Jessica Lopez Appointment Set Aug 11, 2026 Open Chat
Amanda Bennettlead1096@example.com Employer Benefits Agent PageJessica Lopez Jessica Lopez Working Aug 12, 2026 Open Chat
Rachel Davislead1097@example.com Medicare Agent PageJessica Lopez Jessica Lopez New Aug 13, 2026 Open Chat

My Leads

LeadCoverageSourceAssignedDispositionDate
Donna Mitchelllead1094@example.com Supplemental Agent PageJessica Lopez Jessica Lopez Contacted Aug 10, 2026 Open Chat
Kenneth Nelsonlead1095@example.com Life Insurance Agent PageJessica Lopez Jessica Lopez Appointment Set Aug 11, 2026 Open Chat
Amanda Bennettlead1096@example.com Employer Benefits Agent PageJessica Lopez Jessica Lopez Working Aug 12, 2026 Open Chat
Rachel Davislead1097@example.com Medicare Agent PageJessica Lopez Jessica Lopez New Aug 13, 2026 Open Chat

My Clients

Showing only clients assigned to Jessica Lopez.
ClientCoverageAgentStatusEffectiveRenewal
Betty Youngclient5106@example.com Dental/Vision Jessica Lopez Active 04/01/2026 Apr 2027 Open
Christopher Kingclient5107@example.com Life Insurance Jessica Lopez Active 05/01/2026 May 2027 Open
Sandra Wrightclient5108@example.com Hospital Indemnity Jessica Lopez Active 06/01/2026 Jun 2027 Open
Daniel Harrisclient5109@example.com Medicare Advantage Jessica Lopez Active 07/01/2026 Jan 2027 Open

Email Campaigns

Audience is limited to Jessica Lopez’s 4 clients only.

Audience

Choose all my clients, selected clients, or clients by tag.

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Email

Send Demo Email

Text Campaigns

Audience is limited to Jessica Lopez’s 4 clients only.

Audience

VIPNeeds Follow-UpCross-SellRenewal 30 DaysMedicareACA MarketplaceDental/Vision

Compose Text

Send Demo Text

Conversations