Horizon Health Benefits - Agency CRM

Horizon Health Benefits

Agency CRM — Sign in to continue

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Agency Dashboard

Today Revenue

$0

This Week Revenue

$0

This Month Revenue

$0

Agent Analytics

Enrollments over time0

Contacts by Status

Total Contacts

0

Sold

0

Lost

0

Call Back

0

Other

0

Total Commissions

$0

Revenue Won

$0

MA Enrollments

0

Life Enrollments

0

ACA Enrollments

0

Per Agent Breakdown

Agent	MA	Life	ACA	Total	Conversion	Est. Profit	Status
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Agent license and AHIP status

Agent	State	License exp.	AHIP	MA	Life	Conversion	Status

Agent	NPN	Email	License exp.	AHIP	Status
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Client	Product	Carrier	Agent	Eff. date	Premium	Commission	Status
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MA commissions

-

Life commissions

-

Total paid

-

Total pending

-

Agent	Client	Product	Carrier	Amount	Status	Date
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Open chargebacks

-

Total exposure

-

Resolved YTD

-

Avg days open

-

Agent	Client	Product	Carrier	Amount	Reason	Date	Status
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Lead Vendors

Total vendors

0

Leads this month

0

Total spent

$0

Cost per lead

$0

Deals closed

0

Close rate

0%

Vendor	Type	Contact	Cost/lead	Leads	Closed	Rate	Spent	Status
No vendors yet.

Manage Users

Name	Email	Phone	State	License	AHIP	Products	Role	Status
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Welcome back

Use the tabs below to log your client activity.

New Contact

First name

Last name

Email

Phone

Phone 2

Phone 3

Address

Address 2

Zip code

City

State

County

Age

Date of birth

State of birth

Gender

Marital status

Language

Annual income ($)

Occupation

Budget ($)

Contact time

Contact method

SSN

Driver license

Medicare ID

Medical Information

Medications

Conditions

Smoker Diabetes Cancer Heart Disease

PCP Name

PCP ID

PCP Office

Add dependent

First name

Last name

Date of birth

Relationship

Gender

SSN

Income ($)

Notes

Product type

Carrier

Application number

Policy number

Policy name

Policy start date

Enrollment fee ($)

Premium ($)

Deductible ($)

Commission ($)

Face amount ($)

Max OOP ($)

Group

Payment Information Stored securely

Payment method

Bank name

Account type

Routing number

Account number

Card number

Expiry

CVV

Call notes

Disposition

No status set

My Enrollments

ID	Client	Product	Carrier	Plan	Eff. date	Premium	Commission	Status
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Call History

ID	Name	Phone	Email	Disposition	Date
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Schedule callback

Client name

Phone

Date

Time

Type

Notes

Upcoming callbacks

Client	Phone	Date and Time	Type	Notes
No callbacks scheduled yet.

Lapsed and cancelled clients

Client	Product	Carrier	Plan	Status	Date
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