In Pipeline
5
In Underwriting
0
Awaiting Delivery
0
Issued
0
Life & Annuity Pipeline
Quote → Issued · 8 stages
01
Quote Requested
4 clients
02
Quote Presented
1 client
03
Application Sent
0 clients
04
App Received
0 clients
05
Submitted to Carrier
0 clients
06
Underwriting
0 clients
07
Approved / Delivery
0 clients
08
Issued & Paid
0 clients
Clients
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Total Contacts
5048
Active / Enrolled
2981
With Email
4160
With Phone
429
Contacts
Full client database
All Contacts
5048 totalAbate, Joan
Enrolled
Abbott, Chandra
Enrolled
Abel, Michael
Active
Abel, Robert
Active
Accomando, Paula
Active
Ackerman, Kim
Enrolled
ACOMB, LORI
Enrolled
Acosta, Cameron
Enrolled
Acosta Jr., Edward
Enrolled
Acquarulo, Bonnie
Not Contacted Yet
Adamo, Kristen
Reached out haven't connected yet
Adams, Leonora
Enrolled
Adams, Kathleen
Reached out haven't connected yet
Adams, Raymond
Enrolled
Adams, John
Enrolled
Addabbo, Lisa
Enrolled
Adinolfi, JoAnn
Quoting
Adjei, Vivian
Not Interested
Afeltra, Maureen
Active
Affinito, Kathy
contacted , following up
Affinito, Michael
Active
Afonso, Daniel
Enrolled
agnello, Mario
dead lead
Agostini, Mary Ann
Reached out haven't connected yet
Agozino, Heather
Reached out haven't connected yet
Agrawal, Rakesh
Enrolled
Aguiar, Loren
Enrolled
Aguiar, Ashley
Enrolled
Aguilar, Annette
Enrolled
AGUILAR, JULIE
Not Contacted Yet
Ahern, Justin
Active
Ahmed, Deborah
Enrolled
Ahmed, Erin
dead lead
Ajgaonkar, Mahesh
Active
Akhundzadeh, Hormoz
Not Interested
Al-Ali, Bassim
Cancelled
Albadri, Mohamed
Reached out haven't connected yet
Albergo, Anthony
Reached out haven't connected yet
Albert, Mark
Cancelled
Albino, Antoinette
Enrolled
ALBINSKI, STEPHEN
Not Interested
Alcantar, Chris
appoitment scheduled
Alday, Rita
dead lead
Aldridge, Robert
Reached out haven't connected yet
Alessio, Francesco
DO NOT CALL
Alex, Michele
dead lead
Alexander, Theodosia
Reached out haven't connected yet
Alkibbi, Sawsan
Reached out haven't connected yet
Allegrini, MaryEllen
Enrolled
Allegrini, Michael
Enrolled
SHOWING 50 OF 5048 · SEARCH OR FILTER TO SEE MORE
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Total Policies
1000
Active
553
Pending
234
Carriers
13
Policy Book
All policies across all carriers
| Client | Type | Carrier | Policy # | Effective | Premium | Status | Agent | |
|---|---|---|---|---|---|---|---|---|
| Keenan, Hugh | Med Supp | Anthem | — | 1/1/2026 | — | Pending | — | |
| Russo, Joe | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Lamb, Daniel | MAPD | Aetna | — | 3/1/2026 | — | Pending | — | |
| Gerste, Pearl | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Fussell, Kathryn | ACA(Indv. Health) | Anthem | — | 3/1/2020 | — | Active | — | |
| Milnes, Frederick | MAPD | Aetna | — | 4/1/2026 | — | Pending | — | |
| Lofthouse, Mark | MAPD | Aetna | — | 5/1/2026 | — | Pending | — | |
| Russo, Patricia | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Winter, Marcia | MAPD | Aetna | — | 5/1/2026 | — | Pending | — | |
| Dandrea, Greg | MAPD | Aetna | — | 4/1/2026 | — | Active | — | |
| Hegi, Daryl | ACA(Indv. Health) | Anthem | — | 5/1/2026 | — | Pending | — | |
| Kowalczyk, Ed | Dental | Delta Dental | — | 3/1/2026 | — | Active | — | |
| Reilly, Dan | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Cappetta, Donato | ACA(Indv. Health) | Anthem | — | 1/1/2026 | — | Pending | — | |
| Gallagher, Paul | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Richetelli, Barbara | Med Supp | Anthem | — | 1/1/2026 | — | Pending | — | |
| Myers, Lori | MAPD | Aetna | — | 1/1/2026 | — | Active | — | |
| Greco, Antonio | MAPD | Aetna | — | 5/1/2026 | — | Pending | — | |
| Palmer, Susan | Med Supp | UnitedHealthcare | — | 1/1/2026 | — | Pending | — | |
| Milnes, Paula | MAPD | Aetna | — | 4/1/2026 | — | Pending | — | |
| Weiler, Connor | ACA(Indv. Health) | Anthem | — | 5/1/2026 | — | Pending | — | |
| Haskos, Nick | MAPD | Anthem | — | 1/1/2022 | — | Active | — | |
| Meyers, Lori | MAPD | Aetna | — | 1/1/2026 | — | Active | — | |
| Hegi, Daryl | ACA(Indv. Health) | Anthem | — | 5/1/2026 | — | Active | — | |
| Moore, Lynda | Med Supp | Anthem | — | 2/1/2026 | — | Pending | — | |
| Devin, Mark | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Zimmerman, William | AARPMODMEDSUP | Anthem | — | 4/1/2026 | — | Pending | — | |
| Welchans, Sandra | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| O'Connor, Sheryl | Med Supp | Anthem | — | 1/1/2026 | — | Pending | — | |
| O'Connor, John | Med Supp | Anthem | — | 1/1/2026 | — | Pending | — | |
| Myers, Lori | Med Supp | Anthem | — | 6/1/2026 | — | Pending | — | |
| Schurman, Kathleen | MAPD | Aetna | — | 2/1/2026 | — | Pending | — | |
| Van Ness, Shari | ACA(Indv. Health) | Anthem | — | 6/1/2026 | — | Pending | — | |
| Turriago, Mario | MAPD | Aetna | — | 2/1/2026 | — | Pending | — | |
| Reals Hegi, Kathryn | MAPD | Aetna | — | 4/1/2026 | — | Pending | — | |
| Thompson, Gail | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Kowalczyk, Ed | ACA(Indv. Health) | Anthem | — | 1/1/2026 | — | Active | — | |
| Lanning, Sandra | MAPD | Aetna | — | 4/1/2026 | — | Pending | — | |
| D'Apice, Mary | ACA(Indv. Health) | Anthem | — | 2/1/2026 | — | Pending | — | |
| Stickney, Susan | Med Supp | Anthem | — | 3/1/2026 | — | Pending | — | |
| McDermott, Sandy | MAPD | Aetna | — | 5/1/2026 | — | Pending | — | |
| Burke, Richard | MAPD | Aetna | — | 1/1/2026 | — | Active | — | |
| Hussey, Lili | ACA(Indv. Health) | Anthem | — | 5/1/2026 | — | Active | — | |
| Sobran, Beverly | Med Supp | Anthem | — | 2/1/2026 | — | Active | — | |
| Scally, Christopher | ACA(Indv. Health) | Husky | — | 4/1/2026 | — | Active | — | |
| Scialabba, Matthew | ACA(Indv. Health) | Anthem | — | 1/1/2026 | — | Pending | — | |
| Maruzo, Megan | ACA(Indv. Health) | Anthem | — | 1/1/2026 | — | Pending | — | |
| O'Connor, Sheryl | Med Supp | Anthem | — | — | — | Active | — | |
| Haines, Kathy | ACA(Indv. Health) | Anthem | — | 8/1/2025 | — | Pending | — | |
| Peterson, Rick | MAPD | Aetna | — | 12/1/2025 | — | Pending | — | |
| Greenwood, Maxwell | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Kimbis, Dana | PDP | Care Partners | — | 4/1/2025 | — | Active | — | |
| Katon, Joan | MAPD | Care Partners | — | 4/1/2025 | — | Active | — | |
| Vanasse, Brenda | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Gilloran, Thomas | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Brodbar, Jane | ACA(Indv. Health) | Husky | — | 7/1/2025 | — | Active | — | |
| Cappiello, Linda | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Gagliardi, Genevieve | MAPD | Care Partners | — | 4/1/2025 | — | Active | — | |
| Hall, Thomas | Med Supp | Anthem | — | 3/1/2026 | — | Pending | — | |
| Fappiano, Stephanie | Med Supp | Anthem | — | 11/1/2025 | — | Pending | — | |
| Richardson, Claire | MAPD | Aetna | — | 1/1/2026 | — | Active | — | |
| O'Rourke, Susan | MAPD | Care Partners | — | 7/1/2025 | — | Active | — | |
| Gilloran, Thomas | MAPD | UnitedHealthcare | — | — | — | Replaced | — | |
| Fappiano, Paul | Med Supp | Anthem | — | 11/1/2025 | — | Pending | — | |
| Morrell, Valerie | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Wojcik, Cindy | MAPD | UnitedHealthcare | — | — | — | Active | — | |
| Esposito, Paula | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| White, Lois | PDP | Humana | — | 1/1/2026 | — | Pending | — | |
| Singer, Grace | ACA(Indv. Health) | Anthem | — | 5/1/2025 | — | Active | — | |
| Bergantino, John | PDP | Wellcare | — | 1/1/2024 | — | Active | — | |
| Abel, Robert | ACA(Indv. Health) | Anthem | — | 10/1/2025 | — | Pending | — | |
| Daingerfield, Ed | MAPD | UnitedHealthcare | — | 8/1/2025 | — | Active | — | |
| Hyman, Dean | ACA(Indv. Health) | Husky | — | 5/1/2025 | — | Active | — | |
| Wolf, Linda | MAPD | UnitedHealthcare | — | 8/1/2025 | — | Active | — | |
| Gruen, Margaret | MAPD | Care Partners | — | 7/1/2025 | — | Active | — | |
| Mihalakos, Lou | ACA(Indv. Health) | Anthem | — | 1/1/2026 | — | Pending | — | |
| Hall, Douglas | MAPD | Care Partners | — | 7/1/2025 | — | Active | — | |
| Fonseca, Sheila | MAPD | Care Partners | — | 7/1/2025 | — | Active | — | |
| Polihrom, Andrea | Dental | Delta Dental | — | 11/1/2025 | — | Pending | — | |
| Ignatius, Roxanne | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Hunt, Kristen | MAPD | Aetna | — | 11/1/2025 | — | Pending | — | |
| Echeverria, Lindsey | Dental | Delta Dental | — | 7/1/2025 | — | Pending | — | |
| Cooper, Nancy | Med Supp | Anthem | — | 11/1/2025 | — | Pending | — | |
| Butler, Gay | MAPD | Care Partners | — | 7/1/2025 | — | Active | — | |
| Webster, Emily | MAPD | Care Partners | — | 7/1/2025 | — | Active | — | |
| Andersen, Jane | ACA(Indv. Health) | ConnectiCare | — | 5/1/2025 | — | Pending | — | |
| Virdee, Dalwinder | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Perez, Mark | ACA(Indv. Health) | Anthem | — | 8/1/2025 | — | Pending | — | |
| Apuzzo, Kathy | ACA(Indv. Health) | Anthem | — | 8/1/2025 | — | Pending | — | |
| Estep, Ash | MAPD | UnitedHealthcare | — | 5/1/2025 | — | Cancelled | — | |
| Cooper, Nancy | PDP | Humana | — | 11/1/2025 | — | Pending | — | |
| Segal, Scott | ACA(Indv. Health) | Anthem | — | 6/1/2025 | — | Pending | — | |
| Vigliotti, Rose | Med Supp | UnitedHealthcare | — | — | — | Active | — | |
| Castellano, Isabel | Med Supp | UnitedHealthcare | — | — | — | Active | — | |
| Cooper Sr, Carl | Med Supp | Anthem | — | 11/1/2025 | — | Pending | — | |
| Osiper, Anne | PDP | Humana | — | 1/1/2026 | — | Pending | — | |
| Brixner, John | MAPD | UnitedHealthcare | — | — | — | Active | — | |
| Kach, Richard | MAPD | Care Partners | — | 5/1/2025 | — | Active | — | |
| Barbera, Rebecca | ACA(Indv. Health) | Anthem | — | 5/1/2025 | — | Active | — | |
| Herlihy, Maura | MAPD | Aetna | — | 12/1/2025 | — | Pending | — | |
| Bunick, Lilia | ACA(Indv. Health) | Anthem | — | 9/1/2025 | — | Pending | — | |
| Patel, Pravin | ACA(Indv. Health) | Anthem | — | 8/1/2025 | — | Pending | — | |
| Paul, Heather | Med Supp | UnitedHealthcare | — | 2/1/2026 | — | Pending | — | |
| Coughlin, Shannon | MAPD | Care Partners | — | 8/1/2025 | — | Active | — | |
| Fonseca, Sheila | MAPD | Anthem | — | 1/1/2026 | — | Pending | — | |
| Wygmans, Eileen | Med Supp | UnitedHealthcare | — | — | — | Active | — | |
| Fucci, Heather | ACA(Indv. Health) | Husky | — | 6/1/2025 | — | Active | — | |
| Jagielski, Carolyn | Med Supp | UnitedHealthcare | — | 5/1/2025 | — | Active | — | |
| Fappiano, Stephanie | PDP | Humana | — | 11/1/2025 | — | Pending | — | |
| Toth, Arthur | Med Supp | UnitedHealthcare | — | — | — | Active | — | |
| Kulas, Gregory | Med Supp | Anthem | — | 5/1/2026 | — | Pending | — | |
| Chaney, Kathleen | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Cooper Sr, Carl | PDP | Humana | — | 11/1/2025 | — | Pending | — | |
| Slater, Terry | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Garrity, Michael | ACA(Indv. Health) | Anthem | — | 1/1/2026 | — | Pending | — | |
| Argento, Erin | MAPD | Care Partners | — | 2/1/2025 | — | Active | — | |
| Daingerfield, Caitlin | MAPD | UnitedHealthcare | — | 8/1/2025 | — | Active | — | |
| Gruen, Peter | Med Supp | UnitedHealthcare | — | 11/1/2025 | — | Pending | — | |
| Chaney, Kathleen | MAPD | UnitedHealthcare | — | 5/1/2025 | — | Active | — | |
| Bush, Gwen | MAPD | Aetna | — | 12/1/2025 | — | Pending | — | |
| Hahn, Claire | MAPD | Care Partners | — | 10/1/2025 | — | Pending | — | |
| Jagielski, Carolyn | PDP | Wellcare | — | 5/1/2025 | — | Active | — | |
| Herlihy, Stephen | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Hutchinson, Pamela | MAPD | Care Partners | — | 4/1/2025 | — | Active | — | |
| Ignatius III, Milton | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Virdee, Dalwinder | MAPD | UnitedHealthcare | — | 6/1/2025 | — | Active | — | |
| Prusinski, Paul | Dental | Delta Dental | — | 7/1/2025 | — | Active | — | |
| Burke, Doris | MAPD | Aetna | — | 1/1/2026 | — | Active | — | |
| Benco, Debra | Dental | Delta Dental | — | 7/1/2025 | — | Pending | — | |
| Greenwood, Maxwell | MAPD | UnitedHealthcare | — | 4/1/2025 | — | Replaced | — | |
| Slater, Laurie | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Hussman, Janet | MAPD | Care Partners | — | 8/1/2025 | — | Active | — | |
| Ambadjes, Gail | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Alpert, David | PDP | Humana | — | 1/1/2026 | — | Pending | — | |
| Kantorowski, Stanley | MAPD | Humana | — | 11/1/2025 | — | Pending | — | |
| Picklesimer, Jeanne | ACA(Indv. Health) | Anthem | — | 10/1/2025 | — | Pending | — | |
| Myers, Joseph | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Gallagher, Susan | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Bodnar, Pamela | MAPD | UnitedHealthcare | — | 10/1/2025 | — | Pending | — | |
| Mantie, Marijane | ACA(Indv. Health) | Anthem | — | 9/1/2025 | — | Pending | — | |
| Lazor, John | ACA(Indv. Health) | Anthem | — | 6/1/2025 | — | Active | — | |
| Standish, David | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Cardinal, Donald | MAPD | UnitedHealthcare | — | 9/1/2025 | — | Pending | — | |
| Morrell, Edward | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Magalhaes, Chayeane | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Miller, Alexa | ACA(Indv. Health) | Anthem | — | 10/1/2025 | — | Pending | — | |
| French, Carol | ACA(Indv. Health) | Anthem | — | 5/1/2025 | — | Active | — | |
| Murphy, Raymond | MAPD | Care Partners | — | 8/1/2025 | — | Active | — | |
| O'Brien, Lori | AARPMODMEDSUP | UnitedHealthcare | — | 4/1/2025 | — | Active | — | |
| Slenko, Julie | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Estrada, Miriam | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Laboy, Domingo | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Ashcroft, Charles | PDP | Cigna | — | 2/1/2025 | — | Pending | — | |
| Benjamin, Zorree | MAPD | UnitedHealthcare | — | 3/1/2025 | — | Pending | — | |
| Montalbano, Christiana | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Brewer, Eric | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| LaPointe, Taylor | ACA(Indv. Health) | ConnectiCare | — | 1/1/2025 | — | Active | — | |
| O'Brien, Lori | PDP | Wellcare | — | 4/1/2025 | — | Active | — | |
| Mullen, Corinne | PDP | Wellcare | — | 2/1/2025 | — | Pending | — | |
| Vendetti, Thomas | MAPD | UnitedHealthcare | — | 10/10/2024 | — | Active | — | |
| Lelievre, Deborah | MAPD | UnitedHealthcare | — | 4/1/2025 | — | Active | — | |
| Ehrlich, Paul | MAPD | UnitedHealthcare | — | 12/1/2024 | — | Active | — | |
| Weinstein, Scott | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Turek, Angela | MAPD | UnitedHealthcare | — | — | — | Active | — | |
| Lynch, Kenneth | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Hutchinson, Kenneth | MAPD | Care Partners | — | 4/1/2025 | — | Active | — | |
| Ventre, Chris | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Redick, David | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Kruser, Kathryn | MAPD | Care Partners | — | 7/1/2025 | — | Active | — | |
| Mongillo, Barrie | MAPD | Anthem | — | 5/1/2025 | — | Pending | — | |
| Diaz, Michael | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Swain, William | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Clabby, Paul | MAPD | Anthem | — | 2/1/2025 | — | Active | — | |
| Lucchina, Paul | MAPD | UnitedHealthcare | — | 4/1/2025 | — | Active | — | |
| Osowski, Myrna | Med Supp | Anthem | — | 6/1/2025 | — | Pending | — | |
| Feirer, Jane | PDP | Wellcare | — | 1/1/2025 | — | Active | — | |
| Feirer, Jane | Med Supp | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Machado Sr., John | MAPD | Care Partners | — | 6/1/2025 | — | Active | — | |
| Singh, Tejinder | MAPD | Care Partners | — | 4/1/2025 | — | Active | — | |
| Lucchina, Paul | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Casey, Daniel | MAPD | UnitedHealthcare | — | 6/1/2025 | — | Replaced | — | |
| Casey, Daniel | MAPD | Aetna | — | 1/1/2026 | — | Active | — | |
| Kranick, Chris | ACA(Indv. Health) | ConnectiCare | — | 11/14/2024 | — | Active | — | |
| Hudak, John | PDP | Wellcare | — | 3/1/2025 | — | Pending | — | |
| Martin, David | MAPD | UnitedHealthcare | — | — | — | Active | — | |
| Johnson, Russell | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Cucurello, John | MAPD | Care Partners | — | 4/1/2025 | — | Active | — | |
| Lentner, Katherine | ACA(Indv. Health) | ConnectiCare | — | 2/1/2025 | — | Active | — | |
| Goddard, Kingsley | MAPD | Care Partners | — | 1/1/2025 | — | Active | — | |
| Meadows, Cody | ACA(Indv. Health) | ConnectiCare | — | 2/1/2025 | — | Active | — | |
| McMinn, Joseph | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Pending | — | |
| Morris, Elizabeth | ACA(Indv. Health) | ConnectiCare | — | 1/1/2025 | — | Active | — | |
| Nuzzo, Audra | ACA(Indv. Health) | Husky | — | 1/1/2025 | — | Active | — | |
| Levitt, Stephen | PDP | Wellcare | — | 1/1/2025 | — | Active | — | |
| Atreya, Evelyn | MAPD | Anthem | — | 1/1/2025 | — | Pending | — | |
| Chaney, Floyd | MAPD | UnitedHealthcare | — | 5/1/2025 | — | Active | — | |
| Freund, Leo | ACA(Indv. Health) | Anthem | — | 2/1/2025 | — | Active | — | |
| Chaney, Floyd | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Benjamin, Bruce | MAPD | UnitedHealthcare | — | 2/1/2025 | — | Active | — | |
| Affinito, Kathy | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Severino, Lou | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Pending | — | |
| Mullen, Corinne | Med Supp | UnitedHealthcare | — | 2/1/2025 | — | Pending | — | |
| Remington, John | PDP | Wellcare | — | 1/1/2025 | — | Active | — | |
| Noce, Gennaro | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Johnson, Noah | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Merk, Jeffrey | ACA(Indv. Health) | Anthem | — | 2/1/2025 | — | Pending | — | |
| Messier, Virginia | MAPD | Care Partners | — | 4/1/2025 | — | Active | — | |
| Ashcroft, Charles | Med Supp | UnitedHealthcare | — | 2/1/2025 | — | Pending | — | |
| Lamothe, Tracey | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Cleveland, Kathy | MAPD | Care Partners | — | 1/1/2025 | — | Active | — | |
| Lowe, Paula | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Roberts-Yule, Noah | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Makres, Kimberly | ACA(Indv. Health) | Anthem | — | 3/1/2025 | — | Active | — | |
| Reardon, John | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Pending | — | |
| Barile, Donna | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Lowe, Paula | Dental | Delta Dental | — | 9/1/2025 | — | Pending | — | |
| Muhlhauser, Tara | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Noce, Gennaro | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Argento, David | MAPD | Care Partners | — | 2/1/2025 | — | Active | — | |
| Remington, John | Med Supp | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Berluti, Cathy | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Phillips, Renee | MAPD | Care Partners | — | 7/1/2025 | — | Active | — | |
| Middleton, Jennifer | MAPD | Care Partners | — | 3/1/2025 | — | Active | — | |
| Johnson, Russell | MAPD | UnitedHealthcare | — | 6/1/2025 | — | Replaced | — | |
| Meade, David | ACA(Indv. Health) | Husky | — | 12/1/2024 | — | Active | — | |
| Balderose, Anthony | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Balderose, Anthony | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Morris, Elizabeth | ACA(Indv. Health) | Anthem | — | 1/1/2026 | — | Pending | — | |
| Tornallyay, Cynthia | MAPD | UnitedHealthcare | — | 4/1/2025 | — | Active | — | |
| Reardon, John | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Mitchell, Timothy | MAPD | UnitedHealthcare | — | 4/1/2025 | — | Active | — | |
| Carlozzi, Amy | ACA(Indv. Health) | Anthem | — | 2/1/2025 | — | Active | — | |
| Pinto, Ruth | MAPD | Care Partners | — | 1/1/2025 | — | Active | — | |
| Huapaya, Noemi | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Vendetti, Thomas | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Evans, Lori | PDP | Cigna | — | 5/1/2025 | — | Active | — | |
| Petrie, Naomi | ACA(Indv. Health) | Anthem | — | 2/1/2025 | — | Active | — | |
| Muhlhauser, Tara | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Kach, Audrey | MAPD | Care Partners | — | 5/1/2025 | — | Active | — | |
| Quigg, John | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Knoblauch, Tiffany | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Schumann, John | ACA(Indv. Health) | Anthem | — | 2/1/2025 | — | Active | — | |
| Evans, Lori | Med Supp | UnitedHealthcare | — | 5/1/2025 | — | Active | — | |
| Darin, Alisha | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Machado Sr., John | Med Supp | Anthem | — | 1/1/2026 | — | Pending | — | |
| Esposito, Tyler | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Dinicola, Melanie | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Carlozzi, Amy | ACA(Indv. Health) | Husky | — | 1/1/2025 | — | Replaced | — | |
| Reardon, Sean | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Corrado, Jane | MAPD | UnitedHealthcare | — | 8/1/2024 | — | Replaced | — | |
| Edwards, Gleeson | ACA(Indv. Health) | Anthem | — | 11/1/2024 | — | Active | — | |
| Corrado, Jane | MAPD | UnitedHealthcare | — | 8/1/2025 | — | Active | — | |
| Domacinovic, Tatjana | ACA(Indv. Health) | Anthem | — | 7/1/2025 | — | Active | — | |
| Murray, Andrea | MAPD | Aetna | — | 1/1/2025 | — | Active | — | |
| Hart-Jones, Kathleen | ACA(Indv. Health) | Husky | — | 9/1/2024 | — | Active | — | |
| Benson, Brian | ACA(Indv. Health) | ConnectiCare | — | 1/1/2024 | — | Active | — | |
| Turcio, Katherine | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Morgan, Cynthia | Med Supp | UnitedHealthcare | — | 11/1/2024 | — | Active | — | |
| Toche, Celia | ACA(Indv. Health) | Anthem | — | 11/1/2024 | — | Active | — | |
| Perrelli, Mollie | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| DeSimone, Peter | ACA(Indv. Health) | Anthem | — | 8/1/2024 | — | Active | — | |
| Williams, Lisa | MAPD | Aetna | — | 12/1/2024 | — | Active | — | |
| Phillips, Nicholas | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Bruton, Paul | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Paternostro, Anthony | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Johnson, Michael | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Kelchner, Kathryn | MAPD | Anthem | — | 9/1/2024 | — | Active | — | |
| Casey, Anna | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Kessler, Susan | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Cancelled | — | |
| Miller, Elizabeth | MAPD | UnitedHealthcare | — | 9/1/2024 | — | Active | — | |
| Phillips, Nicholas | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Frosina, Timothy | ACA(Indv. Health) | Husky | — | 8/1/2024 | — | Active | — | |
| Casey, Anna | Med Supp | UnitedHealthcare | — | 1/1/2025 | — | Cancelled | — | |
| Parker, Clara | Dental | MetLife | — | 5/1/2025 | — | Active | — | |
| Lynch, Cindy | ACA(Indv. Health) | Husky | — | 11/1/2025 | — | Active | — | |
| Buck, Ed | MAPD | Care Partners | — | 2/1/2025 | — | Active | — | |
| Sereyko, Caroline | ACA(Indv. Health) | Anthem | — | 8/1/2024 | — | Active | — | |
| Clini, Paul | MAPD | Care Partners | — | 3/1/2025 | — | Active | — | |
| Stroehlein, Brian | ACA(Indv. Health) | Anthem | — | 8/1/2024 | — | Active | — | |
| Petrowski, Nancy | MAPD | UnitedHealthcare | — | 7/1/2024 | — | Active | — | |
| Ewers, Donna | MAPD | ConnectiCare | — | 4/1/2025 | — | Active | — | |
| Weber, Linda | MAPD | ConnectiCare | — | 1/1/2025 | — | Active | — | |
| Becker, Patricia | MAPD | Aetna | — | 1/1/2025 | — | Active | — | |
| Whitcomb, Deborah | MAPD | UnitedHealthcare | — | 10/1/2024 | — | Replaced | — | |
| Patterson, Wayne | ACA(Indv. Health) | ConnectiCare | — | 1/1/2025 | — | Active | — | |
| Muszynski, Annette | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Molen, Jan | MAPD | UnitedHealthcare | — | 12/1/2024 | — | Replaced | — | |
| Peters, Scott | MAPD | Care Partners | — | 3/1/2025 | — | Active | — | |
| Phillips, Nicholas | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Melina, David | MAPD | Care Partners | — | 1/1/2025 | — | Active | — | |
| Dinwoodie, Donna | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Darrow, Lynn | ACA(Indv. Health) | ConnectiCare | — | 9/1/2024 | — | Active | — | |
| Parker, Clara | PDP | Wellcare | — | 9/1/2024 | — | Active | — | |
| Parker, Clara | Med Supp | UnitedHealthcare | — | 9/1/2024 | — | Active | — | |
| Hazelwood, Teresa | MAPD | Care Partners | — | 1/1/2025 | — | Active | — | |
| Hyatt, Jon | ACA(Indv. Health) | Husky | — | 11/1/2024 | — | Active | — | |
| Hazelwood, Teresa | ACA(Indv. Health) | Anthem | — | 9/1/2024 | — | Replaced | — | |
| Weinstein, John | MAPD | Anthem | — | 12/1/2024 | — | Active | — | |
| Miller, Elizabeth | MAPD | Aetna | — | 2/1/2026 | — | Pending | — | |
| Hyatt, Jon | ACA(Indv. Health) | Anthem | — | 11/1/2025 | — | Pending | — | |
| Morgan, Cynthia | PDP | Cigna | — | — | — | Active | — | |
| Talalas, Nancy | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Pinto, Anthony | MAPD | Care Partners | — | 1/1/2025 | — | Active | — | |
| Clini, Ruth | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Meyer, Douglas | PDP | Wellcare | — | 1/1/2025 | — | Active | — | |
| McGarry, Joseph | PDP | Wellcare | — | 1/1/2025 | — | Active | — | |
| Bruton, Jocelyn | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Reardon, Sean | Dental | Anthem | — | 1/1/2025 | — | Active | — | |
| Meyer, Douglas | Med Supp | Anthem | — | 1/1/2025 | — | Active | — | |
| Jutras, John | PDP | Anthem | — | 1/1/2025 | — | Active | — | |
| Kranick, Shirley | Med Supp | Humana | — | 1/1/2025 | — | Pending | — | |
| Jutras, John | Med Supp | Humana | — | 1/1/2025 | — | Active | — | |
| Molen, Jan | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Clini, Ruth | MAPD | UnitedHealthcare | — | 11/1/2024 | — | Replaced | — | |
| Katz, Jonathan | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Replaced | — | |
| Bruton, Paul | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Gleason, Jo-Ann | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Weber, Geoffrey | ACA(Indv. Health) | ConnectiCare | — | 12/1/2024 | — | Active | — | |
| Sincuir, Wendy | ACA(Indv. Health) | Anthem | — | 6/1/2024 | — | Active | — | |
| Goldenberg, Alexa | ACA(Indv. Health) | Husky | — | 11/1/2024 | — | Active | — | |
| Chang, Weixin | Med Supp | Anthem | — | 1/1/2025 | — | Pending | — | |
| Dinwoodie, Donna | MAPD | ConnectiCare | — | 1/1/2025 | — | Active | — | |
| Whitcomb, Deborah | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Brinkhoff, Sally | Med Supp | Anthem | — | 1/1/2025 | — | Active | — | |
| Chang, Weixin | PDP | Humana | — | 1/1/2025 | — | Pending | — | |
| Brinkhoff, Sally | PDP | Wellcare | — | 1/1/2025 | — | Active | — | |
| Johnson, Michael | MAPD | UnitedHealthcare | — | 7/1/2024 | — | Replaced | — | |
| Remington, Kendra | Med Supp | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Williams, John | MAPD | Aetna | — | 1/1/2025 | — | Active | — | |
| Melina, David | ACA(Indv. Health) | Anthem | — | 12/1/2024 | — | Replaced | — | |
| Feirer, Ward | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Guarnieri, Mary | ACA(Indv. Health) | ConnectiCare | — | 7/1/2024 | — | Active | — | |
| Babcock, Judith | MAPD | UnitedHealthcare | — | 9/1/2024 | — | Active | — | |
| Chang, Weixin | Med Supp | Anthem | — | 1/1/2026 | — | Pending | — | |
| DaCorte, Kevin | ACA(Indv. Health) | Anthem | — | 7/1/2024 | — | Active | — | |
| Weber, Jeffrey | MAPD | ConnectiCare | — | 1/1/2025 | — | Active | — | |
| Peters, Barbara | PDP | Humana | — | 1/1/2025 | — | Pending | — | |
| Diamond, Amy | Dental | Delta Dental | — | 1/1/2025 | — | Active | — | |
| Peters, Barbara | Med Supp | ConnectiCare | — | 1/1/2025 | — | Pending | — | |
| Pettway, Latisha | ACA(Indv. Health) | Anthem | — | 9/1/2024 | — | Active | — | |
| Turcio, Katherine | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Replaced | — | |
| Phillips, Nicholas | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| McGarry, Karen | MAPD | ConnectiCare | — | 1/1/2025 | — | Active | — | |
| Bruton, Jocelyn | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Phillips, Nicholas | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Murray, Andrea | MAPD | Anthem | — | 1/1/2025 | — | Replaced | — | |
| Phillips, Nicholas | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Casey, Anna | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Wozniak, Della | MAPD | Anthem | — | 1/1/2025 | — | Active | — | |
| Carvajal, Nancy | Dental | Delta Dental | — | 3/1/2024 | — | Active | — | |
| Clement, Peter | Med Supp | Humana | — | 2/1/2025 | — | Cancelled | — | |
| Goldenberg, Peter | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Bartling, Donna | MAPD | Aetna | — | 1/1/2026 | — | Active | — | |
| Walston, Sheila | MAPD | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Bartling, Donna | MAPD | UnitedHealthcare | — | 8/1/2024 | — | Replaced | — | |
| Cargos, Richard | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Clement, Peter | PDP | UnitedHealthcare | — | 2/1/2025 | — | Cancelled | — | |
| Boling, Evelyn | MAPD | UnitedHealthcare | — | 3/1/2024 | — | Replaced | — | |
| Guerrera, Beatrice | MAPD | UnitedHealthcare | — | 3/1/2024 | — | Active | — | |
| Schreiner, Ed | MAPD | UnitedHealthcare | — | 6/1/2024 | — | Active | — | |
| Carrano, Christopher | ACA(Indv. Health) | ConnectiCare | — | 4/1/2024 | — | Active | — | |
| Dain, Bradley | PDP | Wellcare | — | 6/1/2024 | — | Active | — | |
| Bankston, Mitchell | Med Supp | UnitedHealthcare | — | 1/1/2026 | — | Pending | — | |
| Boling, Evelyn | MAPD | UnitedHealthcare | — | 7/1/2024 | — | Active | — | |
| Amato, Marc | ACA(Indv. Health) | Cigna | — | 6/1/2024 | — | Rejected | — | |
| Kadziela, Joanne | MAPD | Care Partners | — | 4/1/2025 | — | Active | — | |
| Phoemsaeng Ngam, Wanarat | MAPD | UnitedHealthcare | — | 6/1/2024 | — | Active | — | |
| Parmelee, Carol | MAPD | UnitedHealthcare | — | 4/1/2024 | — | Replaced | — | |
| Bryant, Cecilia | ACA(Indv. Health) | Anthem | — | 4/1/2024 | — | Active | — | |
| Begley, Chris | ACA(Indv. Health) | Anthem | — | 5/1/2024 | — | Active | — | |
| Walston, Sheila | MAPD | Anthem | — | 1/1/2026 | — | Pending | — | |
| Heudorfer, George | ACA(Indv. Health) | Anthem | — | 3/1/2024 | — | Active | — | |
| Musto, Debra | MAPD | Aetna | — | 7/1/2024 | — | Active | — | |
| King, Marcus | ACA(Indv. Health) | Anthem | — | 5/1/2024 | — | Active | — | |
| Macao, Klever | Dental | Delta Dental | — | 3/1/2024 | — | Active | — | |
| Gray, Renata | PDP | Wellcare | — | 1/1/2025 | — | Active | — | |
| Goldenberg, Peter | MAPD | UnitedHealthcare | — | 4/1/2024 | — | Replaced | — | |
| Datre, Nicholas | ACA(Indv. Health) | ConnectiCare | — | 4/1/2024 | — | Active | — | |
| Lin, Yuki | ACA(Indv. Health) | Husky | — | 11/1/2024 | — | Active | — | |
| Lin, Yuki | ACA(Indv. Health) | ConnectiCare | — | 4/1/2024 | — | Active | — | |
| Yale, Frederick | MAPD | UnitedHealthcare | — | 2/1/2024 | — | Active | — | |
| Colburn, Thora | MAPD | UnitedHealthcare | — | 2/1/2024 | — | Active | — | |
| Keating, Joseph | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Stankiewicz, Jason | ACA(Indv. Health) | Anthem | — | 3/1/2024 | — | Active | — | |
| El-Fishawy, Paul | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| Meena, Rani | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| Davidovich, Karen | MAPD | UnitedHealthcare | — | 2/1/2024 | — | Replaced | — | |
| Davidovich, Karen | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Keating, Joseph | MAPD | UnitedHealthcare | — | 3/1/2024 | — | Cancelled | — | |
| Zaku, Mirajet | MAPD | UnitedHealthcare | — | 3/1/2024 | — | Active | — | |
| Zaku, Izmit | MAPD | UnitedHealthcare | — | 2/23/2024 | — | Active | — | |
| Turecek, Traci | ACA(Indv. Health) | ConnectiCare | — | 3/1/2024 | — | Cancelled | — | |
| Yaffe, Frumet | ACA(Indv. Health) | Anthem | — | — | — | Active | — | |
| Singh, Paramjit | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| Yaffe, Sara | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| Crowell, Danielle | ACA(Indv. Health) | ConnectiCare | — | 1/1/2024 | — | Active | — | |
| Dest, Carol | MAPD | UnitedHealthcare | — | 2/1/2025 | — | Active | — | |
| Singh, Paramjit | ACA(Indv. Health) | Husky | — | — | — | Replaced | — | |
| Case, John | MAPD | UnitedHealthcare | — | 4/1/2024 | — | Active | — | |
| Case, John | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Clement, Holly | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Cancelled | — | |
| Ruiz, Gabriel | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| Dest, Carol | MAPD | UnitedHealthcare | — | 4/1/2024 | — | Replaced | — | |
| LeCoq, Andrea | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| Prior, Joshua | ACA(Indv. Health) | Anthem | — | 1/1/2024 | — | Active | — | |
| Prior, Joshua | ACA(Indv. Health) | Anthem | — | 2/1/2026 | — | Pending | — | |
| Lattarulo, Joseph | MAPD | UnitedHealthcare | — | 3/1/2024 | — | Replaced | — | |
| Shepter, Joseph | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| O'Boyle, Kathy | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| McCall, Timothy | ACA(Indv. Health) | ConnectiCare | — | — | — | Active | — | |
| McCall, Timothy | ACA(Indv. Health) | Anthem | — | 1/1/2026 | — | Pending | — | |
| Lattarulo, Joseph | Med Supp | Humana | — | 1/1/2025 | — | Active | — | |
| O'Neill, Loralei | MAPD | Anthem | — | 3/1/2024 | — | Replaced | — | |
| O'Neill, Loralei | MAPD | Care Partners | — | 4/1/2025 | — | Active | — | |
| Wetmore, Roseanne | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| Giordano, Barbara | MAPD | Anthem | — | 2/1/2024 | — | Active | — | |
| Lattarulo, Joseph | PDP | Wellcare | — | 1/1/2025 | — | Active | — | |
| Cossidente, Justin | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| Brasher, Rachel | MAPD | UnitedHealthcare | — | 1/1/2024 | — | Active | — | |
| Altieri, Samantha | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| Bailer, Beth | ACA(Indv. Health) | Husky | — | 8/1/2025 | — | Active | — | |
| Pope, Robin | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Swift, Matthew | ACA(Indv. Health) | Anthem | — | 10/1/2024 | — | Pending | — | |
| Weiler, Claire | MAPD | UnitedHealthcare | — | 11/1/2024 | — | Active | — | |
| Gray, Renata | Med Supp | Humana | — | 1/1/2025 | — | Active | — | |
| Weiler, Claire | MAPD | UnitedHealthcare | — | 3/1/2024 | — | Active | — | |
| Macao, Jonathan | Dental | Delta Dental | — | 3/1/2024 | — | Active | — | |
| Walston, Sheila | MAPD | Anthem | — | 8/1/2024 | — | Replaced | — | |
| Hession Friedman, Judith | MAPD | Anthem | — | 9/1/2024 | — | Pending | — | |
| Cargos, Richard | MAPD | UnitedHealthcare | — | 4/1/2024 | — | Active | — | |
| Petrowski, Joseph | MAPD | UnitedHealthcare | — | 7/1/2024 | — | Active | — | |
| Musto, John | MAPD | Aetna | — | 7/1/2024 | — | Active | — | |
| Hagert, Kirk | ACA(Indv. Health) | Husky | — | 1/1/2025 | — | Active | — | |
| Barber, Doanld | MAPD | Aetna | — | 1/1/2026 | — | Active | — | |
| Bankston, Mitchell | MAPD | UnitedHealthcare | — | 6/1/2024 | — | Active | — | |
| Gustafson, Jay | PDP | Wellcare | — | 1/1/2025 | — | Pending | — | |
| Estrom, Richard | MAPD | Aetna | — | 4/1/2026 | — | Pending | — | |
| Kadziela, Vic | MAPD | UnitedHealthcare | — | 10/1/2024 | — | Active | — | |
| Parmelee, Carol | MAPD | Care Partners | — | 4/1/2025 | — | Active | — | |
| Dain, Bradley | Med Supp | Humana | — | 6/1/2024 | — | Active | — | |
| Ficorilli, Ann | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Vieira, Matheus | ACA(Indv. Health) | Anthem | — | 5/1/2024 | — | Pending | — | |
| Stephens, Tina | ACA(Indv. Health) | ConnectiCare | — | 5/1/2024 | — | Active | — | |
| Schreiner, Ed | MAPD | Aetna | — | 2/1/2026 | — | Pending | — | |
| Pope, Robin | Med Supp | Anthem | — | 11/1/2025 | — | Pending | — | |
| Crowell, Danielle | ACA(Indv. Health) | ConnectiCare | — | 1/1/2024 | — | Active | — | |
| Ficorilli, Ann | MAPD | UnitedHealthcare | — | 5/1/2024 | — | Replaced | — | |
| Cosgrove, Mary | MAPD | UnitedHealthcare | — | 8/1/2024 | — | Active | — | |
| Haggarty, Cheryl | MAPD | UnitedHealthcare | — | 6/1/2024 | — | Active | — | |
| Drapp, John | ACA(Indv. Health) | ConnectiCare | — | 1/1/2024 | — | Active | — | |
| Cavallero, Lori | ACA(Indv. Health) | Husky | — | 8/1/2025 | — | Active | — | |
| Casagrande, Vincent | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| Swan, Amy | MAPD | Anthem | — | 1/1/2024 | — | Active | — | |
| Castellano, Vince | PDP | Wellcare | — | 1/1/2024 | — | Active | — | |
| Cavallero, Lori | ACA(Indv. Health) | Husky | — | 1/1/2024 | — | Active | — | |
| Legenos, Mark | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Buonome, Stephen | ACA(Indv. Health) | Anthem | — | 2/1/2024 | — | Active | — | |
| Estrada, Carlos | MAPD | UnitedHealthcare | — | — | — | Active | — | |
| Legenos, Mark | MAPD | UnitedHealthcare | — | — | — | Replaced | — | |
| Rowe, Deborah | MAPD | Care Partners | — | 1/1/2025 | — | Active | — | |
| Stanley, Tammie | MAPD | Anthem | — | 2/1/2024 | — | Active | — | |
| Drapp, John | ACA(Indv. Health) | ConnectiCare | — | 1/1/2025 | — | Pending | — | |
| Nowie, Glenn | MAPD | Aetna | — | 11/1/2024 | — | Active | — | |
| Estrada, Carlos | MAPD | Aetna | — | 1/1/2026 | — | Pending | — | |
| Mistry, Usha | ACA(Indv. Health) | ConnectiCare | — | 2/1/2024 | — | Active | — | |
| Murphy, Brad | ACA(Indv. Health) | ConnectiCare | — | 11/1/2023 | — | Pending | — | |
| Castellano, Vince | Med Supp | UnitedHealthcare | — | — | — | Active | — | |
| Robin, Barron | ACA(Indv. Health) | Anthem | — | — | — | Active | — | |
| Hollauer, Elizabeth | Med Supp | UnitedHealthcare | — | 1/1/2026 | — | Pending | — | |
| Rodriguez, Jennifer | ACA(Indv. Health) | ConnectiCare | — | 1/1/2024 | — | Active | — | |
| Hollauer, Elizabeth | Med Supp | UnitedHealthcare | — | 1/1/2025 | — | Active | — | |
| Hollauer, Elizabeth | PDP | Wellcare | — | 1/1/2025 | — | Active | — | |
| Guerrera, Nicholas | ACA(Indv. Health) | Anthem | — | 5/1/2024 | — | Active | — | |
| Reid, Gordon | ACA(Indv. Health) | Anthem | — | — | — | Active | — | |
| Holschuh, Peter | MAPD | UnitedHealthcare | — | 1/1/2024 | — | Active | — | |
| Haggarty, Marjorie | PDP | Wellcare | — | 1/1/2024 | — | Replaced | — | |
| Scanlon, Linda | MAPD | Care Partners | — | 1/1/2025 | — | Active | — | |
| Haggarty, Marjorie | MAPD | UnitedHealthcare | — | 4/1/2025 | — | Active | — | |
| McCartney, Brian | ACA(Indv. Health) | Anthem | — | 1/1/2024 | — | Active | — | |
| Schulten, Jane | PDP | Cigna | — | 1/1/2024 | — | Active | — | |
| Regini, Cheryl | ACA(Indv. Health) | ConnectiCare | — | 1/1/2024 | — | Active | — | |
| Franko, Andrea | ACA(Indv. Health) | ConnectiCare | — | 2/1/2024 | — | Active | — | |
| Bergantino, Karen | MAPD | UnitedHealthcare | — | 1/1/2024 | — | Replaced | — | |
| Desroches, Michael | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Active | — | |
| Kruger, Judith | PDP | Wellcare | — | 1/1/2024 | — | Active | — | |
| Abate, Joan | MAPD | Anthem | — | 3/1/2024 | — | Active | — | |
| Bruno, Michael | ACA(Indv. Health) | Husky | — | 12/1/2023 | — | Active | — | |
| Helmedach, Jennifer | ACA(Indv. Health) | Anthem | — | 1/1/2024 | — | Active | — | |
| Lazer, Gary | MAPD | UnitedHealthcare | — | 6/1/2025 | — | Active | — | |
| Braccia, Chris | ACA(Indv. Health) | ConnectiCare | — | 3/1/2024 | — | Active | — | |
| Lazer, Gary | MAPD | UnitedHealthcare | — | 1/1/2024 | — | Replaced | — | |
| Viglione, Steve | ACA(Indv. Health) | Anthem | — | 1/1/2025 | — | Pending | — | |
| Samuelson, Troy | ACA(Indv. Health) | ConnectiCare | — | 2/1/2024 | — | Active | — | |
| Smith, Robin | Med Supp | Anthem | — | 4/1/2026 | — | Pending | — | |
| Larkin-Wells, Hannah | MAPD | Anthem | — | 1/1/2024 | — | Active | — | |
| Rice, Katherine | ACA(Indv. Health) | ConnectiCare | — | 1/1/2024 | — | Active | — | |
| Strauch, George | MAPD | UnitedHealthcare | — | 10/1/2023 | — | Active | — | |
| Generoso, David | PDP | Wellcare | — | 1/1/2024 | — | Active | — | |
| Krier, Matthew | ACA(Indv. Health) | Husky | — | 10/1/2023 | — | Active | — | |
| Ferreira, Kristie | MAPD | Aetna | — | 1/1/2026 | — | Active | — |
Statements
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Total Received
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This Month
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LOA Agents
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Commission Tracker
Statements · Reconciliation · LOA Splits
Statements
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Log a statement or select one to see the detail lines.
Open Tasks
2
Overdue
2
Chris Open
1
Jerry Open
1
Tasks
Team assignments · Due dates · Progress
Chris
0 openJerry
0 openPatrick
0 openAll Tasks
2 tasks
| Task | Assigned To | Linked To | Due Date | Created By | ||
|---|---|---|---|---|---|---|
check on if chris got this | Jerry | gerad edwin kenney (pipeline) | 2d overdue | jerry | ||
quote this | Chris | gerad edwin kenney (pipeline) | 2d overdue | jerry |
Settings
Agents · Team Management
Team Agents
ChrisAGENT
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JerryOWNER
jerry@guilfordins.com
PatrickAGENT
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GI Pipeline — Full System Guide
Pipeline (Life & Annuity / Medicare)
Add prospects, move them through stages, check off tasks. Everything saves to the cloud instantly.
Contacts
Your full book of business. Import from AgencyBloc via the Import button. Each contact links to their policies.
Policies
Every policy across all carriers. Filter by status and type. Import from AgencyBloc export.
Commissions
Log each carrier statement, upload the CSV/Excel file, and the system parses Anthem and Genworth formats automatically. LOA splits calculated based on product and lead source.
Importing from AgencyBloc
- Go to Contacts tab → Import CSV/XLS
- Select your AgencyBloc export file
- System auto-maps the columns and imports all contacts + policies
- Review duplicates and confirm import