Invite agents
Invite a single agent or upload a CSV to invite many at once. Agents receive a personalized link to register and set up their co-branded profile.
Invite leads
Upload a CSV of prospects (first_name, last_name, email, phone). Each receives a link to start their free Medicare plan comparison.
Upload a CSV with columns: first_name, last_name, email, phone
Agent Performance Report
Total leads per agent, broken down by pipeline status. Sorted by lead volume.
No agent profiles yet.
Leads
All intake and enrollment records. Click export to download a CSV.
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