Total Clients

247

+12 vs last month

Pending Renewals

18

Monthly Commission

$12,450

+8% vs last month

YTD Commission

$148,320

+15% vs last month

AI Analyst

Rate Increase Alert

15 clients on BlueCross Gold plans facing 12% rate increase in Q2.

Medicare Aging-In

8 clients have employees turning 65 in the next 6 months.

Renewals Due

5 group renewals need attention before February 15th.

Recent Clients

View All
ClientEmployeesPlanRenewalStatus
Acme Corp45Gold GroupMar 2026Active
TechStart Inc12Silver ICHRAFeb 2026Pending Renewal
Global Foods234Platinum PEOApr 2026Active
City Dental8Bronze Small GroupMar 2026At Risk