Admin Dashboard
Aggregate view across 2,000 captive field agents supporting 700,000 members.
Mock data
Direct agents
2,000
Book of business
700,000
Premier priority
84,000
Appts booked
76,400
SOA complete
42,000
Enrollment started
24,700
SMS nudges
420,000
QR scans
184,000
Website visits
920,000
Funnel leads
36,000
No-show rate
8.4%
Outreach complete
61%
Appointments by lead source
Aggregate.
Enrollment funnel
Mock aggregate outcomes.
Appts completed38,000 (100%)
Enrollment started24,700 (65%)
Submitted14,600 (38%)
Follow-up needed6,100 (16%)
Agent leaderboard
Performance across the active AEP cycle.
| Agent | Market | Assigned | Tier 1 | Booked | SOA % | Enrollment started | Submitted | No-show | Backlog |
|---|---|---|---|---|---|---|---|---|---|
| Maya Thompson | Chicago Metro | 350 | 42 | 38 | 55% | 12 | 5 | 7.9% | 18 |
| Carlos Rivera | Miami-Dade | 362 | 51 | 44 | 62% | 18 | 9 | 9.3% | 22 |
| Annika Patel | Houston | 340 | 39 | 31 | 49% | 10 | 4 | 11.2% | 27 |
| Susan Miller | Phoenix | 355 | 47 | 41 | 71% | 16 | 8 | 5.8% | 12 |
| David Nguyen | Orange County | 348 | 44 | 36 | 58% | 11 | 6 | 8.1% | 19 |
| Rachel Kim | Seattle | 330 | 36 | 28 | 64% | 9 | 4 | 7.4% | 15 |
| Marcus Johnson | Atlanta | 358 | 49 | 39 | 52% | 13 | 7 | 10.6% | 24 |
| Janet O'Brien | Minneapolis | 345 | 41 | 33 | 60% | 12 | 5 | 6.9% | 17 |