Lead Management Dashboard

Duane Madill

Central Georgia Agency

Shalyn Tedder

Central Georgia Agency

Pilar Lumpkin

Central Georgia Agency

David Reyes

Central Georgia Agency

Agency Leads

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

Agents5

Total Leads24

New Leads7

Appointments6

Agents

Hannah Parkerson

South Georgia Agency

Rikki Toppo

South Georgia Agency

Brian Smith

South Georgia Agency

Freida Crawford

South Georgia Agency

Elyrra Woods

South Georgia Agency

Agency Leads

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

Agents6

Total Leads25

New Leads7

Appointments7

Agents

Cameron Dowd

Coastal Georgia Agency

Cory Rhude

Coastal Georgia Agency

Edith Edwards

Coastal Georgia Agency

Kristin Patterson

Coastal Georgia Agency

Stephanie Kendron

Coastal Georgia Agency

Jessica Lopez

Coastal Georgia Agency

Agency Leads

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

Clients

5 active clients assigned to Jessica Lopez in this demo.

Client	Coverage	Agent	Status	Effective	Renewal
Maria Parkerclient6096@example.com	Medicare Advantage	Jessica LopezCoastal Georgia Agency	Active	01/01/2026	Jan 2027	Open
Jerry Brooksclient6097@example.com	ACA Marketplace	Jessica LopezCoastal Georgia Agency	Active	02/01/2026	Feb 2027	Open
Heather Kingclient6098@example.com	Medicare Supplement	Jessica LopezCoastal Georgia Agency	Active	03/01/2026	Mar 2027	Open
Tyler Whiteclient6099@example.com	Dental/Vision	Jessica LopezCoastal Georgia Agency	Active	04/01/2026	Apr 2027	Open
Diane Hallclient6100@example.com	Life Insurance	Jessica LopezCoastal Georgia Agency	Active	05/01/2026	May 2027	Open

Viewing as Steve McDade

AHP Direct – Demo NPN 10900001 – Agency impersonation mode

Dashboard My Leads (3) My Clients (4) Email Campaigns Text Campaigns Conversations

Impersonating Steve McDade: other agents’ clients and leads are excluded from this view.

My Leads (3)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (4)

Client	Coverage	Agent	Status	Effective	Renewal
No clients yet.

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Mark McDade

AHP Direct – Demo NPN 10900002 – Agency impersonation mode

Dashboard My Leads (4) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Mark McDade: other agents’ clients and leads are excluded from this view.

My Leads (4)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
James Davisclient6001@example.com	Medicare Advantage	Mark McDadeAHP Direct	Active	01/01/2026	Jan 2027	Open
Mary Lewisclient6002@example.com	ACA Marketplace	Mark McDadeAHP Direct	Active	02/01/2026	Feb 2027	Open
Robert Turnerclient6003@example.com	Medicare Supplement	Mark McDadeAHP Direct	Active	03/01/2026	Mar 2027	Open
Patricia Greenclient6004@example.com	Dental/Vision	Mark McDadeAHP Direct	Active	04/01/2026	Apr 2027	Open
John Priceclient6005@example.com	Life Insurance	Mark McDadeAHP Direct	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Tim McDade

AHP Direct – Demo NPN 10900003 – Agency impersonation mode

Dashboard My Leads (5) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Tim McDade: other agents’ clients and leads are excluded from this view.

My Leads (5)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Jennifer Collinsclient6006@example.com	Medicare Advantage	Tim McDadeAHP Direct	Active	01/01/2026	Jan 2027	Open
Michael Morganclient6007@example.com	ACA Marketplace	Tim McDadeAHP Direct	Active	02/01/2026	Feb 2027	Open
Linda Floresclient6008@example.com	Medicare Supplement	Tim McDadeAHP Direct	Active	03/01/2026	Mar 2027	Open
William Watsonclient6009@example.com	Dental/Vision	Tim McDadeAHP Direct	Active	04/01/2026	Apr 2027	Open
Elizabeth Murphyclient6010@example.com	Life Insurance	Tim McDadeAHP Direct	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Anita Starling

AHP Direct – Demo NPN 10900004 – Agency impersonation mode

Dashboard My Leads (6) My Clients (4) Email Campaigns Text Campaigns Conversations

Impersonating Anita Starling: other agents’ clients and leads are excluded from this view.

My Leads (6)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (4)

Client	Coverage	Agent	Status	Effective	Renewal
No clients yet.

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Daniel “Cody” Parkerson

AHP Direct – Demo NPN 10900005 – Agency impersonation mode

Dashboard My Leads (3) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Daniel “Cody” Parkerson: other agents’ clients and leads are excluded from this view.

My Leads (3)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
David Perryclient6011@example.com	Medicare Advantage	Daniel "Cody" ParkersonAHP Direct	Active	01/01/2026	Jan 2027	Open
Barbara Fordclient6012@example.com	ACA Marketplace	Daniel "Cody" ParkersonAHP Direct	Active	02/01/2026	Feb 2027	Open
Richard Burnsclient6013@example.com	Medicare Supplement	Daniel "Cody" ParkersonAHP Direct	Active	03/01/2026	Mar 2027	Open
Susan Masonclient6014@example.com	Dental/Vision	Daniel "Cody" ParkersonAHP Direct	Active	04/01/2026	Apr 2027	Open
Joseph Woodsclient6015@example.com	Life Insurance	Daniel "Cody" ParkersonAHP Direct	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Jessica West

AHP Direct – Demo NPN 10900006 – Agency impersonation mode

Dashboard My Leads (4) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Jessica West: other agents’ clients and leads are excluded from this view.

My Leads (4)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Jessica Harperclient6016@example.com	Medicare Advantage	Jessica WestAHP Direct	Active	01/01/2026	Jan 2027	Open
Thomas Garciaclient6017@example.com	ACA Marketplace	Jessica WestAHP Direct	Active	02/01/2026	Feb 2027	Open
Sarah Owensclient6018@example.com	Medicare Supplement	Jessica WestAHP Direct	Active	03/01/2026	Mar 2027	Open
Charles Adamsclient6019@example.com	Dental/Vision	Jessica WestAHP Direct	Active	04/01/2026	Apr 2027	Open
Karen Johnsonclient6020@example.com	Life Insurance	Jessica WestAHP Direct	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Michael Mangham

Central Georgia Agency – Demo NPN 10900007 – Agency impersonation mode

Dashboard My Leads (5) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Michael Mangham: other agents’ clients and leads are excluded from this view.

My Leads (5)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Daniel Taylorclient6021@example.com	Medicare Advantage	Michael ManghamCentral Georgia Agency	Active	01/01/2026	Jan 2027	Open
Nancy Grayclient6022@example.com	ACA Marketplace	Michael ManghamCentral Georgia Agency	Active	02/01/2026	Feb 2027	Open
Matthew Stewartclient6023@example.com	Medicare Supplement	Michael ManghamCentral Georgia Agency	Active	03/01/2026	Mar 2027	Open
Lisa Mitchellclient6024@example.com	Dental/Vision	Michael ManghamCentral Georgia Agency	Active	04/01/2026	Apr 2027	Open
Anthony Fisherclient6025@example.com	Life Insurance	Michael ManghamCentral Georgia Agency	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Duane Madill

Central Georgia Agency – Demo NPN 10900008 – Agency impersonation mode

Dashboard My Leads (6) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Duane Madill: other agents’ clients and leads are excluded from this view.

My Leads (6)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Betty Simmonsclient6026@example.com	Medicare Advantage	Duane MadillCentral Georgia Agency	Active	01/01/2026	Jan 2027	Open
Mark Barnesclient6027@example.com	ACA Marketplace	Duane MadillCentral Georgia Agency	Active	02/01/2026	Feb 2027	Open
Margaret Roseclient6028@example.com	Medicare Supplement	Duane MadillCentral Georgia Agency	Active	03/01/2026	Mar 2027	Open
Donald Gordonclient6029@example.com	Dental/Vision	Duane MadillCentral Georgia Agency	Active	04/01/2026	Apr 2027	Open
Sandra Spencerclient6030@example.com	Life Insurance	Duane MadillCentral Georgia Agency	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Shalyn Tedder

Central Georgia Agency – Demo NPN 10900009 – Agency impersonation mode

Dashboard My Leads (3) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Shalyn Tedder: other agents’ clients and leads are excluded from this view.

My Leads (3)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Steven Chapmanclient6031@example.com	Medicare Advantage	Shalyn TedderCentral Georgia Agency	Active	01/01/2026	Jan 2027	Open
Ashley Carterclient6032@example.com	ACA Marketplace	Shalyn TedderCentral Georgia Agency	Active	02/01/2026	Feb 2027	Open
Paul Kellyclient6033@example.com	Medicare Supplement	Shalyn TedderCentral Georgia Agency	Active	03/01/2026	Mar 2027	Open
Kimberly Scottclient6034@example.com	Dental/Vision	Shalyn TedderCentral Georgia Agency	Active	04/01/2026	Apr 2027	Open
Andrew Evansclient6035@example.com	Life Insurance	Shalyn TedderCentral Georgia Agency	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Pilar Lumpkin

Central Georgia Agency – Demo NPN 10900010 – Agency impersonation mode

Dashboard My Leads (4) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Pilar Lumpkin: other agents’ clients and leads are excluded from this view.

My Leads (4)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Emily Mooreclient6036@example.com	Medicare Advantage	Pilar LumpkinPML Healthcare	Active	01/01/2026	Jan 2027	Open
Joshua Bakerclient6037@example.com	ACA Marketplace	Pilar LumpkinPML Healthcare	Active	02/01/2026	Feb 2027	Open
Donna Longclient6038@example.com	Medicare Supplement	Pilar LumpkinPML Healthcare	Active	03/01/2026	Mar 2027	Open
Kenneth Cooperclient6039@example.com	Dental/Vision	Pilar LumpkinPML Healthcare	Active	04/01/2026	Apr 2027	Open
Michelle Sanchezclient6040@example.com	Life Insurance	Pilar LumpkinPML Healthcare	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as David Reyes

Central Georgia Agency – Demo NPN 10900011 – Agency impersonation mode

Dashboard My Leads (5) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating David Reyes: other agents’ clients and leads are excluded from this view.

My Leads (5)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Kevin Jamesclient6041@example.com	Medicare Advantage	David ReyesCentral Georgia Agency	Active	01/01/2026	Jan 2027	Open
Carol Hendersonclient6042@example.com	ACA Marketplace	David ReyesCentral Georgia Agency	Active	02/01/2026	Feb 2027	Open
Brian Coxclient6043@example.com	Medicare Supplement	David ReyesCentral Georgia Agency	Active	03/01/2026	Mar 2027	Open
Amanda Wellsclient6044@example.com	Dental/Vision	David ReyesCentral Georgia Agency	Active	04/01/2026	Apr 2027	Open
George Laneclient6045@example.com	Life Insurance	David ReyesCentral Georgia Agency	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Hannah Parkerson

South Georgia Agency – Demo NPN 10900012 – Agency impersonation mode

Dashboard My Leads (6) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Hannah Parkerson: other agents’ clients and leads are excluded from this view.

My Leads (6)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Melissa Webbclient6046@example.com	Medicare Advantage	Hannah ParkersonSouth Georgia Agency	Active	01/01/2026	Jan 2027	Open
Timothy Gardnerclient6047@example.com	ACA Marketplace	Hannah ParkersonSouth Georgia Agency	Active	02/01/2026	Feb 2027	Open
Deborah Fosterclient6048@example.com	Medicare Supplement	Hannah ParkersonSouth Georgia Agency	Active	03/01/2026	Mar 2027	Open
Ronald Nelsonclient6049@example.com	Dental/Vision	Hannah ParkersonSouth Georgia Agency	Active	04/01/2026	Apr 2027	Open
Stephanie Youngclient6050@example.com	Life Insurance	Hannah ParkersonSouth Georgia Agency	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Rikki Toppo

South Georgia Agency – Demo NPN 10900013 – Agency impersonation mode

Dashboard My Leads (3) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Rikki Toppo: other agents’ clients and leads are excluded from this view.

My Leads (3)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Edward Irwinclient6051@example.com	Medicare Advantage	Rikki ToppoSouth Georgia Agency	Active	01/01/2026	Jan 2027	Open
Rebecca Smithclient6052@example.com	ACA Marketplace	Rikki ToppoSouth Georgia Agency	Active	02/01/2026	Feb 2027	Open
Jason Ellisclient6053@example.com	Medicare Supplement	Rikki ToppoSouth Georgia Agency	Active	03/01/2026	Mar 2027	Open
Sharon Rogersclient6054@example.com	Dental/Vision	Rikki ToppoSouth Georgia Agency	Active	04/01/2026	Apr 2027	Open
Jeffrey Howardclient6055@example.com	Life Insurance	Rikki ToppoSouth Georgia Agency	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Brian Smith

South Georgia Agency – Demo NPN 10900014 – Agency impersonation mode

Dashboard My Leads (4) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Brian Smith: other agents’ clients and leads are excluded from this view.

My Leads (4)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Laura Cookclient6056@example.com	Medicare Advantage	Brian SmithSouth Georgia Agency	Active	01/01/2026	Jan 2027	Open
Ryan Russellclient6057@example.com	ACA Marketplace	Brian SmithSouth Georgia Agency	Active	02/01/2026	Feb 2027	Open
Cynthia Washingtonclient6058@example.com	Medicare Supplement	Brian SmithSouth Georgia Agency	Active	03/01/2026	Mar 2027	Open
Jacob Murrayclient6059@example.com	Dental/Vision	Brian SmithSouth Georgia Agency	Active	04/01/2026	Apr 2027	Open
Kathleen Dunnclient6060@example.com	Life Insurance	Brian SmithSouth Georgia Agency	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Freida Crawford

South Georgia Agency – Demo NPN 10900015 – Agency impersonation mode

Dashboard My Leads (5) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Freida Crawford: other agents’ clients and leads are excluded from this view.

My Leads (5)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Gary Riceclient6061@example.com	Medicare Advantage	Freida CrawfordAccurate Health Plans Live Oak	Active	01/01/2026	Jan 2027	Open
Amy Boydclient6062@example.com	ACA Marketplace	Freida CrawfordAccurate Health Plans Live Oak	Active	02/01/2026	Feb 2027	Open
Nicholas Bennettclient6063@example.com	Medicare Supplement	Freida CrawfordAccurate Health Plans Live Oak	Active	03/01/2026	Mar 2027	Open
Angela Jacksonclient6064@example.com	Dental/Vision	Freida CrawfordAccurate Health Plans Live Oak	Active	04/01/2026	Apr 2027	Open
Eric Reedclient6065@example.com	Life Insurance	Freida CrawfordAccurate Health Plans Live Oak	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Elyrra Woods

South Georgia Agency – Demo NPN 10900016 – Agency impersonation mode

Dashboard My Leads (6) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Elyrra Woods: other agents’ clients and leads are excluded from this view.

My Leads (6)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Shirley Clarkclient6066@example.com	Medicare Advantage	Elyrra WoodsSouth Georgia Agency	Active	01/01/2026	Jan 2027	Open
Jonathan Martinclient6067@example.com	ACA Marketplace	Elyrra WoodsSouth Georgia Agency	Active	02/01/2026	Feb 2027	Open
Anna Allenclient6068@example.com	Medicare Supplement	Elyrra WoodsSouth Georgia Agency	Active	03/01/2026	Mar 2027	Open
Stephen Jenkinsclient6069@example.com	Dental/Vision	Elyrra WoodsSouth Georgia Agency	Active	04/01/2026	Apr 2027	Open
Brenda Baileyclient6070@example.com	Life Insurance	Elyrra WoodsSouth Georgia Agency	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Cameron Dowd

Coastal Georgia Agency – Demo NPN 10900017 – Agency impersonation mode

Dashboard My Leads (3) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Cameron Dowd: other agents’ clients and leads are excluded from this view.

My Leads (3)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Larry Ramirezclient6071@example.com	Medicare Advantage	Cameron DowdCoastal Georgia Agency	Active	01/01/2026	Jan 2027	Open
Pamela Hayesclient6072@example.com	ACA Marketplace	Cameron DowdCoastal Georgia Agency	Active	02/01/2026	Feb 2027	Open
Justin Colemanclient6073@example.com	Medicare Supplement	Cameron DowdCoastal Georgia Agency	Active	03/01/2026	Mar 2027	Open
Emma Chavezclient6074@example.com	Dental/Vision	Cameron DowdCoastal Georgia Agency	Active	04/01/2026	Apr 2027	Open
Scott Wallaceclient6075@example.com	Life Insurance	Cameron DowdCoastal Georgia Agency	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Cory Rhude

Coastal Georgia Agency – Demo NPN 10900018 – Agency impersonation mode

Dashboard My Leads (4) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Cory Rhude: other agents’ clients and leads are excluded from this view.

My Leads (4)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Nicole Knightclient6076@example.com	Medicare Advantage	Cory RhudePML Healthcare	Active	01/01/2026	Jan 2027	Open
Brandon Warrenclient6077@example.com	ACA Marketplace	Cory RhudePML Healthcare	Active	02/01/2026	Feb 2027	Open
Helen Fieldsclient6078@example.com	Medicare Supplement	Cory RhudePML Healthcare	Active	03/01/2026	Mar 2027	Open
Benjamin Edwardsclient6079@example.com	Dental/Vision	Cory RhudePML Healthcare	Active	04/01/2026	Apr 2027	Open
Samantha Millerclient6080@example.com	Life Insurance	Cory RhudePML Healthcare	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Edith Edwards

Coastal Georgia Agency – Demo NPN 10900019 – Agency impersonation mode

Dashboard My Leads (5) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Edith Edwards: other agents’ clients and leads are excluded from this view.

My Leads (5)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Samuel Walkerclient6081@example.com	Medicare Advantage	Edith EdwardsCoastal Georgia Agency	Active	01/01/2026	Jan 2027	Open
Katherine Hillclient6082@example.com	ACA Marketplace	Edith EdwardsCoastal Georgia Agency	Active	02/01/2026	Feb 2027	Open
Gregory Robertsclient6083@example.com	Medicare Supplement	Edith EdwardsCoastal Georgia Agency	Active	03/01/2026	Mar 2027	Open
Christine Diazclient6084@example.com	Dental/Vision	Edith EdwardsCoastal Georgia Agency	Active	04/01/2026	Apr 2027	Open
Alexander Phillipsclient6085@example.com	Life Insurance	Edith EdwardsCoastal Georgia Agency	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Kristin Patterson

Coastal Georgia Agency – Demo NPN 10900020 – Agency impersonation mode

Dashboard My Leads (6) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Kristin Patterson: other agents’ clients and leads are excluded from this view.

My Leads (6)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Debra Gonzalezclient6086@example.com	Medicare Advantage	Kristin PattersonCoastal Georgia Agency	Active	01/01/2026	Jan 2027	Open
Patrick Bellclient6087@example.com	ACA Marketplace	Kristin PattersonCoastal Georgia Agency	Active	02/01/2026	Feb 2027	Open
Rachel Powellclient6088@example.com	Medicare Supplement	Kristin PattersonCoastal Georgia Agency	Active	03/01/2026	Mar 2027	Open
Frank Richardsonclient6089@example.com	Dental/Vision	Kristin PattersonCoastal Georgia Agency	Active	04/01/2026	Apr 2027	Open
Carolyn Hamiltonclient6090@example.com	Life Insurance	Kristin PattersonCoastal Georgia Agency	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Stephanie Kendron

Coastal Georgia Agency – Demo NPN 10900021 – Agency impersonation mode

Dashboard My Leads (3) My Clients (5) Email Campaigns Text Campaigns Conversations

Impersonating Stephanie Kendron: other agents’ clients and leads are excluded from this view.

My Leads (3)

	Lead	Coverage	Source	Assigned	Disposition	Date
No leads yet.

My Clients (5)

Client	Coverage	Agent	Status	Effective	Renewal
Raymond Crawfordclient6091@example.com	Medicare Advantage	Stephanie KendronCoastal Georgia Agency	Active	01/01/2026	Jan 2027	Open
Janet Palmerclient6092@example.com	ACA Marketplace	Stephanie KendronCoastal Georgia Agency	Active	02/01/2026	Feb 2027	Open
Jack Blackclient6093@example.com	Medicare Supplement	Stephanie KendronCoastal Georgia Agency	Active	03/01/2026	Mar 2027	Open
Catherine Andersonclient6094@example.com	Dental/Vision	Stephanie KendronCoastal Georgia Agency	Active	04/01/2026	Apr 2027	Open
Dennis Harrisclient6095@example.com	Life Insurance	Stephanie KendronCoastal Georgia Agency	Active	05/01/2026	May 2027	Open

Email Campaigns

Audience is restricted to this agent’s clients: all clients, selected clients, or searchable tags.

Text Campaigns

Audience is restricted to this agent’s clients: selected clients, all clients, or searchable tags.

Conversations

Only this agent’s lead/client communications belong in this impersonated view.

Viewing as Jessica Lopez

Coastal Georgia Agency – Demo NPN 10900022 – Agency impersonation mode