Horizon Health Benefits — Agency CRM

Horizon Health Benefits

Agency CRM — Sign in to continue

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Password

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Agency Dashboard

Today's Revenue

$0

Office total — today

This Week's Revenue

$0

Office total — this week

This Month's Revenue

$0

Office total — this month

Agent Analytics

Enrollments over time 0

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 & AHIP status

Agent	State	License exp.	AHIP	MA enrollments	Life enrollments	Conversion	Status

Agent	NPN	Company Email	License exp.	AHIP	Active to sell
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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

Active

Leads this month

0

All vendors

Total spent

$0

This month

Cost per lead

$0

Avg this month

Deals closed

0

From vendor leads

Close rate

0%

Leads → sales

Vendor	Type	Contact	Cost/lead	Leads this month	Deals closed	Close rate	Total spent	Status
No lead vendors added yet. Click Add vendor to get started.

Manage Users

Name	Email	Phone	State	License exp.	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

Weight (lbs)

Height

Marital status

Language

Annual income ($)

Occupation

Budget ($)

Contact time

Contact method

SSN

Driver's license

Medicare ID number

Medical Information

Medications

Conditions

Is Smoker? Has Diabetes? Has Cancer? Has Heart Disease?

PCP Name

PCP ID

PCP Office

Add dependent

First name

Last name

Date of birth

Relationship

Gender

SSN

Annual income ($) (if spouse)

Notes

Carrier

Product / Plan name

Application number

Policy number

Policy name

Policy start date

Enrollment fee ($)

Premium ($)

Deductible ($)

Coinsurance

Face amount ($)

Max out of pocket ($)

Admin fee ($)

Commission ($)

Total monthly ($)

Total initial ($)

Group

Payment Information 🔒 Stored securely

Effective date

Issued date

Terms

Post date

Payment method

Bank name

Account type

Routing number

Account number

Card number (shows last 4 after save)

Expiration date

CVV

Medical information is captured on the Contact tab under the Medical Information section.

Call notes

Disposition

No status set

My EnrollmentsSold policies only

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 / appointment

Client name

Phone

Date

Time

Type

Notes

Upcoming callbacks & appointments

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

Lapsed & cancelled clients These clients need re-engagement

Client	Product	Carrier	Plan	Status	Date
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