Clients
Client Management
View and manage your client information.
| Name | Contact | Plan Type | Status | Last Contact | |
|---|---|---|---|---|---|
John Smith CL-1001 | john.smith@example.com (555) 123-4567 | Medicare Advantage | Active | 2 days ago | |
Maria Johnson CL-1002 | maria.johnson@example.com (555) 234-5678 | Medicare Supplement | Active | 1 week ago | |
Robert Davis CL-1003 | robert.davis@example.com (555) 345-6789 | ACA Health Plan | Inactive | 3 weeks ago | |
Sarah Williams CL-1004 | sarah.williams@example.com (555) 456-7890 | Medicare Part D | Active | Yesterday | |
James Brown CL-1005 | james.brown@example.com (555) 567-8901 | Medicare Advantage | Pending | Today |
Showing 5 of 24 clients
Total Clients
24
+3 new this month
Active Plans
19
-1 from last month
Renewal Opportunities
5
Next 30 days