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Agents

142 agents

AgentLicensed inCarriersClientsStatus
MRMaria R.7 states5214Ready to sell
DKDevon K.5 states5187Ready to sell
ALAshley L.3 states4142E&O expiring
JTJames T.4 states498Ready to sell
PSPriya S.6 states391Ready to sell
MWMarcus W.2 states364Ready to sell
EGElena G.3 states257Ready to sell
THTomas H.1 state10Onboarding 6 of 9
MRMaria R.Sub-agency AReady to sell

Credentials

  • State licenses7 states
  • Carrier appointments5 carriers
  • E&O coverageThrough Aug 2027
  • FFM registrationPlan year 2027
  • Producer agreementSigned
214Clients
12Renewals due
8Open quotes

Agencies

2 sub-agencies, 142 agents

Your Agency142 agents4,280 clients
Sub-agency A38 agents1,140 clients
MRMaria R.214 clients
DKDevon K.187 clients
ALAshley L.142 clients
+35More agentsin Sub-agency A
Direct team77 agents2,280 clients
Sub-agency B27 agents860 clients

Each agency sees its own downline and nothing above it.

Contracting

Carrier appointments by state

AppointedPendingNot licensed

States ready to sell

3138 of 38

UnitedHealthcare3 pendingAppointed22 states25 states
HumanaAppointed18 states
Ambetter2 pendingAppointed14 states16 states
Anthem2 pendingAppointed11 states13 states
Oscar2 pendingAppointed9 states11 states

Compliance

2027 ACA attestation

AttestedOutstandingSince the reminder

Agents attested

122135 of 142

Sub-agency A3638 of 38
Sub-agency B2125 of 27
Direct team6572 of 77

Quick Quote

Austin, TX 78704. Two adults, one child.

AmbetterSilverOscarSilverUnitedHealthcareGoldMonthly premium$312/mo$338/mo$421/moDeductible$4,500$3,800$1,500Primary care visit$30$25$15Generic drugs$15$10$5Out-of-pocket max$8,900$8,700$7,200
R. Castillo. 3 plans compared. Sent to R. Castillo

Renewals

2027 plan year

Client2026 plan2027 renewalChangeStatus
R. CastilloAmbetter SilverAmbetter Silver+$18/moReadySent
T. NguyenOscar GoldOscar Gold−$6/moReadySent
A. OkaforUnitedHealthcare SilverUnitedHealthcare Silver+$24/moReadySent
J. BennettAnthem BronzeAnthem Bronze+$9/moReadySent
L. RuizAmbetter GoldAmbetter Gold+$31/moReadySent
S. PatelOscar SilverOscar Silver+$11/moReadySent
D. BrooksAnthem SilverAnthem Silver$0/moReadySent
Showing 7 of 238238 renewals ready 238 sent, 0 left

Commissions

Ambetter, October statement

ClientMembersCommissionAgent
R. Castillo3$66.00MRMaria R.
T. Nguyen4$88.00DKDevon K.
A. Okafor1$22.00ALAshley L.
J. Bennett2$44.00MRMaria R.
L. Ruiz5$110.00JTJames T.
S. Patel2$44.00PSPriya S.
D. Brooks2$44.00DKDevon K.
312 lines in this statement312 lines to match 312 of 312 matched

Statement total

$9,864.00

Payouts not queued Payouts queued for 14 agents

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