GI Pipeline
Guilford Insurance · Workflow OS
Tue, May 26 jerry@guilfordins.com
LIVE
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
5 clients
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Total Contacts
5048
Active / Enrolled
2981
With Email
4160
With Phone
429
Contacts
Full client database
All Contacts
5048 total
Abate, Joan
Hamden · jet7811@gmail.com
Enrolled
Abbott, Chandra
— · —
Enrolled
Abel, Michael
Active
Abel, Robert
Cheshire · abelrobert42@gmail.com
Active
Accomando, Paula
— · mjauinlk@yahoo.com
Active
Ackerman, Kim
Peoria · kim.ackerman@biohavenpharma.com
Enrolled
ACOMB, LORI
WALLINGFORD · loriacomb@live.com
Enrolled
Acosta, Cameron
Portland · cameron.acosta@biohavenpharma.com
Enrolled
Acosta Jr., Edward
Greensboro · edward.acosta@biohavenpharma.com
Enrolled
Acquarulo, Bonnie
— · —
Not Contacted Yet
Adamo, Kristen
— · filov73306@swsguide.com
Reached out haven't connected yet
Adams, Leonora
Guilford · loriehadams@yahoo.com
Enrolled
Adams, Kathleen
Southbury · kathyadams68@hotmail.com
Reached out haven't connected yet
Adams, Raymond
Durham · adamsr@myyahoo.com
Enrolled
Adams, John
Madison · smada9@aol.com
Enrolled
Addabbo, Lisa
Manchester · lisa.addabbo@biohavenpharma.com
Enrolled
Adinolfi, JoAnn
Guilford · jadinolfi21@yahoo.com
Quoting
Adjei, Vivian
New Haven · —
Not Interested
Afeltra, Maureen
— · —
Active
Affinito, Kathy
East Haven · Beautifulchild614@aol.com
contacted , following up
Affinito, Michael
New Haven · mikeaff@comcast.net
Active
Afonso, Daniel
Newtown · daniel@epicct.com
Enrolled
agnello, Mario
Southbury · magnifique129@gmail.com
dead lead
Agostini, Mary Ann
Niantic · mbagostini@sbcglobal.net
Reached out haven't connected yet
Agozino, Heather
Derby · aquaheat_99@yahoo.com
Reached out haven't connected yet
Agrawal, Rakesh
Waterford · Rakesh@netzero.net
Enrolled
Aguiar, Loren
Darien · loren.aguiar@biohavenpharma.com
Enrolled
Aguiar, Ashley
Meriden · (203) 689-5864
Enrolled
Aguilar, Annette
El Paso · annette.aguilar@biohavenpharma.com
Enrolled
AGUILAR, JULIE
MILFORD · lgb929@gmail.com
Not Contacted Yet
Ahern, Justin
Active
Ahmed, Deborah
North Branford · —
Enrolled
Ahmed, Erin
— · kielykid@gmail.com
dead lead
Ajgaonkar, Mahesh
Guilford · ajgaonkar_mahesh@hotmail.com
Active
Akhundzadeh, Hormoz
Bridgeport · aliqumi@yahoo.com
Not Interested
Al-Ali, Bassim
West Haven · Bassim.AlAli@yahoo.com
Cancelled
Albadri, Mohamed
New Haven · mayahy68@yahoo.com
Reached out haven't connected yet
Albergo, Anthony
— · —
Reached out haven't connected yet
Albert, Mark
North Haven · markct1313@aol.com
Cancelled
Albino, Antoinette
Guilford · tca1221@me.com
Enrolled
ALBINSKI, STEPHEN
OLD LYME · mitch.albinski@gmail.com
Not Interested
Alcantar, Chris
Madison · ckel860@gmail.com
appoitment scheduled
Alday, Rita
New London · rcuhler@gmail.com
dead lead
Aldridge, Robert
Colchester · robertaldridge27@yahoo.com
Reached out haven't connected yet
Alessio, Francesco
— · franalessio1@gmail.com
DO NOT CALL
Alex, Michele
— · michelealex@sbcglobal.net
dead lead
Alexander, Theodosia
Hamden · banfield64@hotmail.com
Reached out haven't connected yet
Alkibbi, Sawsan
Guilford · —
Reached out haven't connected yet
Allegrini, MaryEllen
Guilford · mea1mom@yahoo.com
Enrolled
Allegrini, Michael
Guilford · allegrinimal@netscape.net
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
ClientTypeCarrierPolicy #EffectivePremiumStatusAgent
Keenan, HughMed SuppAnthem1/1/2026Pending
Russo, JoeMAPDAetna1/1/2026Pending
Lamb, DanielMAPDAetna3/1/2026Pending
Gerste, PearlMAPDAetna1/1/2026Pending
Fussell, KathrynACA(Indv. Health)Anthem3/1/2020Active
Milnes, FrederickMAPDAetna4/1/2026Pending
Lofthouse, MarkMAPDAetna5/1/2026Pending
Russo, PatriciaMAPDAetna1/1/2026Pending
Winter, MarciaMAPDAetna5/1/2026Pending
Dandrea, GregMAPDAetna4/1/2026Active
Hegi, DarylACA(Indv. Health)Anthem5/1/2026Pending
Kowalczyk, EdDentalDelta Dental3/1/2026Active
Reilly, DanMAPDAetna1/1/2026Pending
Cappetta, DonatoACA(Indv. Health)Anthem1/1/2026Pending
Gallagher, PaulMAPDAetna1/1/2026Pending
Richetelli, BarbaraMed SuppAnthem1/1/2026Pending
Myers, LoriMAPDAetna1/1/2026Active
Greco, AntonioMAPDAetna5/1/2026Pending
Palmer, SusanMed SuppUnitedHealthcare1/1/2026Pending
Milnes, PaulaMAPDAetna4/1/2026Pending
Weiler, ConnorACA(Indv. Health)Anthem5/1/2026Pending
Haskos, NickMAPDAnthem1/1/2022Active
Meyers, LoriMAPDAetna1/1/2026Active
Hegi, DarylACA(Indv. Health)Anthem5/1/2026Active
Moore, LyndaMed SuppAnthem2/1/2026Pending
Devin, MarkMAPDAetna1/1/2026Pending
Zimmerman, WilliamAARPMODMEDSUPAnthem4/1/2026Pending
Welchans, SandraMAPDAetna1/1/2026Pending
O'Connor, SherylMed SuppAnthem1/1/2026Pending
O'Connor, JohnMed SuppAnthem1/1/2026Pending
Myers, LoriMed SuppAnthem6/1/2026Pending
Schurman, KathleenMAPDAetna2/1/2026Pending
Van Ness, ShariACA(Indv. Health)Anthem6/1/2026Pending
Turriago, MarioMAPDAetna2/1/2026Pending
Reals Hegi, KathrynMAPDAetna4/1/2026Pending
Thompson, GailMAPDAetna1/1/2026Pending
Kowalczyk, EdACA(Indv. Health)Anthem1/1/2026Active
Lanning, SandraMAPDAetna4/1/2026Pending
D'Apice, MaryACA(Indv. Health)Anthem2/1/2026Pending
Stickney, SusanMed SuppAnthem3/1/2026Pending
McDermott, SandyMAPDAetna5/1/2026Pending
Burke, RichardMAPDAetna1/1/2026Active
Hussey, LiliACA(Indv. Health)Anthem5/1/2026Active
Sobran, BeverlyMed SuppAnthem2/1/2026Active
Scally, ChristopherACA(Indv. Health)Husky4/1/2026Active
Scialabba, MatthewACA(Indv. Health)Anthem1/1/2026Pending
Maruzo, MeganACA(Indv. Health)Anthem1/1/2026Pending
O'Connor, SherylMed SuppAnthemActive
Haines, KathyACA(Indv. Health)Anthem8/1/2025Pending
Peterson, RickMAPDAetna12/1/2025Pending
Greenwood, MaxwellMAPDAetna1/1/2026Pending
Kimbis, DanaPDPCare Partners4/1/2025Active
Katon, JoanMAPDCare Partners4/1/2025Active
Vanasse, BrendaMAPDAetna1/1/2026Pending
Gilloran, ThomasMAPDAetna1/1/2026Pending
Brodbar, JaneACA(Indv. Health)Husky7/1/2025Active
Cappiello, LindaMAPDAetna1/1/2026Pending
Gagliardi, GenevieveMAPDCare Partners4/1/2025Active
Hall, ThomasMed SuppAnthem3/1/2026Pending
Fappiano, StephanieMed SuppAnthem11/1/2025Pending
Richardson, ClaireMAPDAetna1/1/2026Active
O'Rourke, SusanMAPDCare Partners7/1/2025Active
Gilloran, ThomasMAPDUnitedHealthcareReplaced
Fappiano, PaulMed SuppAnthem11/1/2025Pending
Morrell, ValerieMAPDAetna1/1/2026Pending
Wojcik, CindyMAPDUnitedHealthcareActive
Esposito, PaulaMAPDAetna1/1/2026Pending
White, LoisPDPHumana1/1/2026Pending
Singer, GraceACA(Indv. Health)Anthem5/1/2025Active
Bergantino, JohnPDPWellcare1/1/2024Active
Abel, RobertACA(Indv. Health)Anthem10/1/2025Pending
Daingerfield, EdMAPDUnitedHealthcare8/1/2025Active
Hyman, DeanACA(Indv. Health)Husky5/1/2025Active
Wolf, LindaMAPDUnitedHealthcare8/1/2025Active
Gruen, MargaretMAPDCare Partners7/1/2025Active
Mihalakos, LouACA(Indv. Health)Anthem1/1/2026Pending
Hall, DouglasMAPDCare Partners7/1/2025Active
Fonseca, SheilaMAPDCare Partners7/1/2025Active
Polihrom, AndreaDentalDelta Dental11/1/2025Pending
Ignatius, RoxanneMAPDAetna1/1/2026Pending
Hunt, KristenMAPDAetna11/1/2025Pending
Echeverria, LindseyDentalDelta Dental7/1/2025Pending
Cooper, NancyMed SuppAnthem11/1/2025Pending
Butler, GayMAPDCare Partners7/1/2025Active
Webster, EmilyMAPDCare Partners7/1/2025Active
Andersen, JaneACA(Indv. Health)ConnectiCare5/1/2025Pending
Virdee, DalwinderMAPDAetna1/1/2026Pending
Perez, MarkACA(Indv. Health)Anthem8/1/2025Pending
Apuzzo, KathyACA(Indv. Health)Anthem8/1/2025Pending
Estep, AshMAPDUnitedHealthcare5/1/2025Cancelled
Cooper, NancyPDPHumana11/1/2025Pending
Segal, ScottACA(Indv. Health)Anthem6/1/2025Pending
Vigliotti, RoseMed SuppUnitedHealthcareActive
Castellano, IsabelMed SuppUnitedHealthcareActive
Cooper Sr, CarlMed SuppAnthem11/1/2025Pending
Osiper, AnnePDPHumana1/1/2026Pending
Brixner, JohnMAPDUnitedHealthcareActive
Kach, RichardMAPDCare Partners5/1/2025Active
Barbera, RebeccaACA(Indv. Health)Anthem5/1/2025Active
Herlihy, MauraMAPDAetna12/1/2025Pending
Bunick, LiliaACA(Indv. Health)Anthem9/1/2025Pending
Patel, PravinACA(Indv. Health)Anthem8/1/2025Pending
Paul, HeatherMed SuppUnitedHealthcare2/1/2026Pending
Coughlin, ShannonMAPDCare Partners8/1/2025Active
Fonseca, SheilaMAPDAnthem1/1/2026Pending
Wygmans, EileenMed SuppUnitedHealthcareActive
Fucci, HeatherACA(Indv. Health)Husky6/1/2025Active
Jagielski, CarolynMed SuppUnitedHealthcare5/1/2025Active
Fappiano, StephaniePDPHumana11/1/2025Pending
Toth, ArthurMed SuppUnitedHealthcareActive
Kulas, GregoryMed SuppAnthem5/1/2026Pending
Chaney, KathleenMAPDAetna1/1/2026Pending
Cooper Sr, CarlPDPHumana11/1/2025Pending
Slater, TerryMAPDAetna1/1/2026Pending
Garrity, MichaelACA(Indv. Health)Anthem1/1/2026Pending
Argento, ErinMAPDCare Partners2/1/2025Active
Daingerfield, CaitlinMAPDUnitedHealthcare8/1/2025Active
Gruen, PeterMed SuppUnitedHealthcare11/1/2025Pending
Chaney, KathleenMAPDUnitedHealthcare5/1/2025Active
Bush, GwenMAPDAetna12/1/2025Pending
Hahn, ClaireMAPDCare Partners10/1/2025Pending
Jagielski, CarolynPDPWellcare5/1/2025Active
Herlihy, StephenMAPDAetna1/1/2026Pending
Hutchinson, PamelaMAPDCare Partners4/1/2025Active
Ignatius III, MiltonMAPDAetna1/1/2026Pending
Virdee, DalwinderMAPDUnitedHealthcare6/1/2025Active
Prusinski, PaulDentalDelta Dental7/1/2025Active
Burke, DorisMAPDAetna1/1/2026Active
Benco, DebraDentalDelta Dental7/1/2025Pending
Greenwood, MaxwellMAPDUnitedHealthcare4/1/2025Replaced
Slater, LaurieMAPDAetna1/1/2026Pending
Hussman, JanetMAPDCare Partners8/1/2025Active
Ambadjes, GailMAPDAetna1/1/2026Pending
Alpert, DavidPDPHumana1/1/2026Pending
Kantorowski, StanleyMAPDHumana11/1/2025Pending
Picklesimer, JeanneACA(Indv. Health)Anthem10/1/2025Pending
Myers, JosephMAPDAetna1/1/2026Pending
Gallagher, SusanMAPDAetna1/1/2026Pending
Bodnar, PamelaMAPDUnitedHealthcare10/1/2025Pending
Mantie, MarijaneACA(Indv. Health)Anthem9/1/2025Pending
Lazor, JohnACA(Indv. Health)Anthem6/1/2025Active
Standish, DavidMAPDAetna1/1/2026Pending
Cardinal, DonaldMAPDUnitedHealthcare9/1/2025Pending
Morrell, EdwardMAPDAetna1/1/2026Pending
Magalhaes, ChayeaneACA(Indv. Health)Anthem1/1/2025Active
Miller, AlexaACA(Indv. Health)Anthem10/1/2025Pending
French, CarolACA(Indv. Health)Anthem5/1/2025Active
Murphy, RaymondMAPDCare Partners8/1/2025Active
O'Brien, LoriAARPMODMEDSUPUnitedHealthcare4/1/2025Active
Slenko, JulieACA(Indv. Health)Anthem1/1/2025Pending
Estrada, MiriamACA(Indv. Health)Anthem1/1/2025Active
Laboy, DomingoACA(Indv. Health)Anthem1/1/2025Pending
Ashcroft, CharlesPDPCigna2/1/2025Pending
Benjamin, ZorreeMAPDUnitedHealthcare3/1/2025Pending
Montalbano, ChristianaACA(Indv. Health)Anthem1/1/2025Active
Brewer, EricACA(Indv. Health)Anthem1/1/2025Active
LaPointe, TaylorACA(Indv. Health)ConnectiCare1/1/2025Active
O'Brien, LoriPDPWellcare4/1/2025Active
Mullen, CorinnePDPWellcare2/1/2025Pending
Vendetti, ThomasMAPDUnitedHealthcare10/10/2024Active
Lelievre, DeborahMAPDUnitedHealthcare4/1/2025Active
Ehrlich, PaulMAPDUnitedHealthcare12/1/2024Active
Weinstein, ScottACA(Indv. Health)Anthem1/1/2025Active
Turek, AngelaMAPDUnitedHealthcareActive
Lynch, KennethACA(Indv. Health)Anthem1/1/2025Active
Hutchinson, KennethMAPDCare Partners4/1/2025Active
Ventre, ChrisACA(Indv. Health)Anthem1/1/2025Pending
Redick, DavidACA(Indv. Health)Anthem1/1/2025Pending
Kruser, KathrynMAPDCare Partners7/1/2025Active
Mongillo, BarrieMAPDAnthem5/1/2025Pending
Diaz, MichaelACA(Indv. Health)Anthem1/1/2025Pending
Swain, WilliamACA(Indv. Health)Anthem1/1/2025Pending
Clabby, PaulMAPDAnthem2/1/2025Active
Lucchina, PaulMAPDUnitedHealthcare4/1/2025Active
Osowski, MyrnaMed SuppAnthem6/1/2025Pending
Feirer, JanePDPWellcare1/1/2025Active
Feirer, JaneMed SuppUnitedHealthcare1/1/2025Active
Machado Sr., JohnMAPDCare Partners6/1/2025Active
Singh, TejinderMAPDCare Partners4/1/2025Active
Lucchina, PaulMAPDAetna1/1/2026Pending
Casey, DanielMAPDUnitedHealthcare6/1/2025Replaced
Casey, DanielMAPDAetna1/1/2026Active
Kranick, ChrisACA(Indv. Health)ConnectiCare11/14/2024Active
Hudak, JohnPDPWellcare3/1/2025Pending
Martin, DavidMAPDUnitedHealthcareActive
Johnson, RussellMAPDAetna1/1/2026Pending
Cucurello, JohnMAPDCare Partners4/1/2025Active
Lentner, KatherineACA(Indv. Health)ConnectiCare2/1/2025Active
Goddard, KingsleyMAPDCare Partners1/1/2025Active
Meadows, CodyACA(Indv. Health)ConnectiCare2/1/2025Active
McMinn, JosephMAPDUnitedHealthcare1/1/2025Pending
Morris, ElizabethACA(Indv. Health)ConnectiCare1/1/2025Active
Nuzzo, AudraACA(Indv. Health)Husky1/1/2025Active
Levitt, StephenPDPWellcare1/1/2025Active
Atreya, EvelynMAPDAnthem1/1/2025Pending
Chaney, FloydMAPDUnitedHealthcare5/1/2025Active
Freund, LeoACA(Indv. Health)Anthem2/1/2025Active
Chaney, FloydMAPDAetna1/1/2026Pending
Benjamin, BruceMAPDUnitedHealthcare2/1/2025Active
Affinito, KathyACA(Indv. Health)Anthem1/1/2025Pending
Severino, LouMAPDUnitedHealthcare1/1/2025Pending
Mullen, CorinneMed SuppUnitedHealthcare2/1/2025Pending
Remington, JohnPDPWellcare1/1/2025Active
Noce, GennaroMAPDUnitedHealthcare1/1/2025Active
Johnson, NoahACA(Indv. Health)Anthem1/1/2025Pending
Merk, JeffreyACA(Indv. Health)Anthem2/1/2025Pending
Messier, VirginiaMAPDCare Partners4/1/2025Active
Ashcroft, CharlesMed SuppUnitedHealthcare2/1/2025Pending
Lamothe, TraceyACA(Indv. Health)Anthem1/1/2025Active
Cleveland, KathyMAPDCare Partners1/1/2025Active
Lowe, PaulaACA(Indv. Health)Anthem1/1/2025Active
Roberts-Yule, NoahMAPDUnitedHealthcare1/1/2025Active
Makres, KimberlyACA(Indv. Health)Anthem3/1/2025Active
Reardon, JohnMAPDUnitedHealthcare1/1/2025Pending
Barile, DonnaMAPDUnitedHealthcare1/1/2025Active
Lowe, PaulaDentalDelta Dental9/1/2025Pending
Muhlhauser, TaraMAPDAetna1/1/2026Pending
Noce, GennaroMAPDAetna1/1/2026Pending
Argento, DavidMAPDCare Partners2/1/2025Active
Remington, JohnMed SuppUnitedHealthcare1/1/2025Active
Berluti, CathyMAPDAetna1/1/2026Pending
Phillips, ReneeMAPDCare Partners7/1/2025Active
Middleton, JenniferMAPDCare Partners3/1/2025Active
Johnson, RussellMAPDUnitedHealthcare6/1/2025Replaced
Meade, DavidACA(Indv. Health)Husky12/1/2024Active
Balderose, AnthonyACA(Indv. Health)Anthem1/1/2025Pending
Balderose, AnthonyMAPDAetna1/1/2026Pending
Morris, ElizabethACA(Indv. Health)Anthem1/1/2026Pending
Tornallyay, CynthiaMAPDUnitedHealthcare4/1/2025Active
Reardon, JohnMAPDAetna1/1/2026Pending
Mitchell, TimothyMAPDUnitedHealthcare4/1/2025Active
Carlozzi, AmyACA(Indv. Health)Anthem2/1/2025Active
Pinto, RuthMAPDCare Partners1/1/2025Active
Huapaya, NoemiACA(Indv. Health)Anthem1/1/2025Pending
Vendetti, ThomasMAPDAetna1/1/2026Pending
Evans, LoriPDPCigna5/1/2025Active
Petrie, NaomiACA(Indv. Health)Anthem2/1/2025Active
Muhlhauser, TaraMAPDUnitedHealthcare1/1/2025Active
Kach, AudreyMAPDCare Partners5/1/2025Active
Quigg, JohnACA(Indv. Health)Anthem1/1/2025Active
Knoblauch, TiffanyACA(Indv. Health)Anthem1/1/2025Active
Schumann, JohnACA(Indv. Health)Anthem2/1/2025Active
Evans, LoriMed SuppUnitedHealthcare5/1/2025Active
Darin, AlishaACA(Indv. Health)Anthem1/1/2025Pending
Machado Sr., JohnMed SuppAnthem1/1/2026Pending
Esposito, TylerACA(Indv. Health)Anthem1/1/2025Active
Dinicola, MelanieACA(Indv. Health)Anthem1/1/2025Pending
Carlozzi, AmyACA(Indv. Health)Husky1/1/2025Replaced
Reardon, SeanACA(Indv. Health)Anthem1/1/2025Active
Corrado, JaneMAPDUnitedHealthcare8/1/2024Replaced
Edwards, GleesonACA(Indv. Health)Anthem11/1/2024Active
Corrado, JaneMAPDUnitedHealthcare8/1/2025Active
Domacinovic, TatjanaACA(Indv. Health)Anthem7/1/2025Active
Murray, AndreaMAPDAetna1/1/2025Active
Hart-Jones, KathleenACA(Indv. Health)Husky9/1/2024Active
Benson, BrianACA(Indv. Health)ConnectiCare1/1/2024Active
Turcio, KatherineMAPDAetna1/1/2026Pending
Morgan, CynthiaMed SuppUnitedHealthcare11/1/2024Active
Toche, CeliaACA(Indv. Health)Anthem11/1/2024Active
Perrelli, MollieACA(Indv. Health)Anthem1/1/2025Active
DeSimone, PeterACA(Indv. Health)Anthem8/1/2024Active
Williams, LisaMAPDAetna12/1/2024Active
Phillips, NicholasMAPDAetna1/1/2026Pending
Bruton, PaulMAPDUnitedHealthcare1/1/2025Active
Paternostro, AnthonyACA(Indv. Health)Anthem1/1/2025Active
Johnson, MichaelMAPDAetna1/1/2026Pending
Kelchner, KathrynMAPDAnthem9/1/2024Active
Casey, AnnaMAPDUnitedHealthcare1/1/2025Active
Kessler, SusanACA(Indv. Health)Anthem1/1/2025Cancelled
Miller, ElizabethMAPDUnitedHealthcare9/1/2024Active
Phillips, NicholasMAPDAetna1/1/2026Pending
Frosina, TimothyACA(Indv. Health)Husky8/1/2024Active
Casey, AnnaMed SuppUnitedHealthcare1/1/2025Cancelled
Parker, ClaraDentalMetLife5/1/2025Active
Lynch, CindyACA(Indv. Health)Husky11/1/2025Active
Buck, EdMAPDCare Partners2/1/2025Active
Sereyko, CarolineACA(Indv. Health)Anthem8/1/2024Active
Clini, PaulMAPDCare Partners3/1/2025Active
Stroehlein, BrianACA(Indv. Health)Anthem8/1/2024Active
Petrowski, NancyMAPDUnitedHealthcare7/1/2024Active
Ewers, DonnaMAPDConnectiCare4/1/2025Active
Weber, LindaMAPDConnectiCare1/1/2025Active
Becker, PatriciaMAPDAetna1/1/2025Active
Whitcomb, DeborahMAPDUnitedHealthcare10/1/2024Replaced
Patterson, WayneACA(Indv. Health)ConnectiCare1/1/2025Active
Muszynski, AnnetteMAPDUnitedHealthcare1/1/2025Active
Molen, JanMAPDUnitedHealthcare12/1/2024Replaced
Peters, ScottMAPDCare Partners3/1/2025Active
Phillips, NicholasMAPDAetna1/1/2026Pending
Melina, DavidMAPDCare Partners1/1/2025Active
Dinwoodie, DonnaMAPDAetna1/1/2026Pending
Darrow, LynnACA(Indv. Health)ConnectiCare9/1/2024Active
Parker, ClaraPDPWellcare9/1/2024Active
Parker, ClaraMed SuppUnitedHealthcare9/1/2024Active
Hazelwood, TeresaMAPDCare Partners1/1/2025Active
Hyatt, JonACA(Indv. Health)Husky11/1/2024Active
Hazelwood, TeresaACA(Indv. Health)Anthem9/1/2024Replaced
Weinstein, JohnMAPDAnthem12/1/2024Active
Miller, ElizabethMAPDAetna2/1/2026Pending
Hyatt, JonACA(Indv. Health)Anthem11/1/2025Pending
Morgan, CynthiaPDPCignaActive
Talalas, NancyACA(Indv. Health)Anthem1/1/2025Active
Pinto, AnthonyMAPDCare Partners1/1/2025Active
Clini, RuthMAPDAetna1/1/2026Pending
Meyer, DouglasPDPWellcare1/1/2025Active
McGarry, JosephPDPWellcare1/1/2025Active
Bruton, JocelynMAPDUnitedHealthcare1/1/2025Active
Reardon, SeanDentalAnthem1/1/2025Active
Meyer, DouglasMed SuppAnthem1/1/2025Active
Jutras, JohnPDPAnthem1/1/2025Active
Kranick, ShirleyMed SuppHumana1/1/2025Pending
Jutras, JohnMed SuppHumana1/1/2025Active
Molen, JanMAPDAetna1/1/2026Pending
Clini, RuthMAPDUnitedHealthcare11/1/2024Replaced
Katz, JonathanMAPDUnitedHealthcare1/1/2025Replaced
Bruton, PaulMAPDAetna1/1/2026Pending
Gleason, Jo-AnnMAPDUnitedHealthcare1/1/2025Active
Weber, GeoffreyACA(Indv. Health)ConnectiCare12/1/2024Active
Sincuir, WendyACA(Indv. Health)Anthem6/1/2024Active
Goldenberg, AlexaACA(Indv. Health)Husky11/1/2024Active
Chang, WeixinMed SuppAnthem1/1/2025Pending
Dinwoodie, DonnaMAPDConnectiCare1/1/2025Active
Whitcomb, DeborahMAPDAetna1/1/2026Pending
Brinkhoff, SallyMed SuppAnthem1/1/2025Active
Chang, WeixinPDPHumana1/1/2025Pending
Brinkhoff, SallyPDPWellcare1/1/2025Active
Johnson, MichaelMAPDUnitedHealthcare7/1/2024Replaced
Remington, KendraMed SuppUnitedHealthcare1/1/2025Active
Williams, JohnMAPDAetna1/1/2025Active
Melina, DavidACA(Indv. Health)Anthem12/1/2024Replaced
Feirer, WardMAPDUnitedHealthcare1/1/2025Active
Guarnieri, MaryACA(Indv. Health)ConnectiCare7/1/2024Active
Babcock, JudithMAPDUnitedHealthcare9/1/2024Active
Chang, WeixinMed SuppAnthem1/1/2026Pending
DaCorte, KevinACA(Indv. Health)Anthem7/1/2024Active
Weber, JeffreyMAPDConnectiCare1/1/2025Active
Peters, BarbaraPDPHumana1/1/2025Pending
Diamond, AmyDentalDelta Dental1/1/2025Active
Peters, BarbaraMed SuppConnectiCare1/1/2025Pending
Pettway, LatishaACA(Indv. Health)Anthem9/1/2024Active
Turcio, KatherineMAPDUnitedHealthcare1/1/2025Replaced
Phillips, NicholasMAPDUnitedHealthcare1/1/2025Active
McGarry, KarenMAPDConnectiCare1/1/2025Active
Bruton, JocelynMAPDAetna1/1/2026Pending
Phillips, NicholasMAPDUnitedHealthcare1/1/2025Active
Murray, AndreaMAPDAnthem1/1/2025Replaced
Phillips, NicholasMAPDUnitedHealthcare1/1/2025Active
Casey, AnnaMAPDAetna1/1/2026Pending
Wozniak, DellaMAPDAnthem1/1/2025Active
Carvajal, NancyDentalDelta Dental3/1/2024Active
Clement, PeterMed SuppHumana2/1/2025Cancelled
Goldenberg, PeterMAPDAetna1/1/2026Pending
Bartling, DonnaMAPDAetna1/1/2026Active
Walston, SheilaMAPDUnitedHealthcare1/1/2025Active
Bartling, DonnaMAPDUnitedHealthcare8/1/2024Replaced
Cargos, RichardMAPDAetna1/1/2026Pending
Clement, PeterPDPUnitedHealthcare2/1/2025Cancelled
Boling, EvelynMAPDUnitedHealthcare3/1/2024Replaced
Guerrera, BeatriceMAPDUnitedHealthcare3/1/2024Active
Schreiner, EdMAPDUnitedHealthcare6/1/2024Active
Carrano, ChristopherACA(Indv. Health)ConnectiCare4/1/2024Active
Dain, BradleyPDPWellcare6/1/2024Active
Bankston, MitchellMed SuppUnitedHealthcare1/1/2026Pending
Boling, EvelynMAPDUnitedHealthcare7/1/2024Active
Amato, MarcACA(Indv. Health)Cigna6/1/2024Rejected
Kadziela, JoanneMAPDCare Partners4/1/2025Active
Phoemsaeng Ngam, WanaratMAPDUnitedHealthcare6/1/2024Active
Parmelee, CarolMAPDUnitedHealthcare4/1/2024Replaced
Bryant, CeciliaACA(Indv. Health)Anthem4/1/2024Active
Begley, ChrisACA(Indv. Health)Anthem5/1/2024Active
Walston, SheilaMAPDAnthem1/1/2026Pending
Heudorfer, GeorgeACA(Indv. Health)Anthem3/1/2024Active
Musto, DebraMAPDAetna7/1/2024Active
King, MarcusACA(Indv. Health)Anthem5/1/2024Active
Macao, KleverDentalDelta Dental3/1/2024Active
Gray, RenataPDPWellcare1/1/2025Active
Goldenberg, PeterMAPDUnitedHealthcare4/1/2024Replaced
Datre, NicholasACA(Indv. Health)ConnectiCare4/1/2024Active
Lin, YukiACA(Indv. Health)Husky11/1/2024Active
Lin, YukiACA(Indv. Health)ConnectiCare4/1/2024Active
Yale, FrederickMAPDUnitedHealthcare2/1/2024Active
Colburn, ThoraMAPDUnitedHealthcare2/1/2024Active
Keating, JosephMAPDAetna1/1/2026Pending
Stankiewicz, JasonACA(Indv. Health)Anthem3/1/2024Active
El-Fishawy, PaulACA(Indv. Health)Anthem2/1/2024Active
Meena, RaniACA(Indv. Health)Anthem2/1/2024Active
Davidovich, KarenMAPDUnitedHealthcare2/1/2024Replaced
Davidovich, KarenMAPDAetna1/1/2026Pending
Keating, JosephMAPDUnitedHealthcare3/1/2024Cancelled
Zaku, MirajetMAPDUnitedHealthcare3/1/2024Active
Zaku, IzmitMAPDUnitedHealthcare2/23/2024Active
Turecek, TraciACA(Indv. Health)ConnectiCare3/1/2024Cancelled
Yaffe, FrumetACA(Indv. Health)AnthemActive
Singh, ParamjitACA(Indv. Health)Anthem2/1/2024Active
Yaffe, SaraACA(Indv. Health)Anthem2/1/2024Active
Crowell, DanielleACA(Indv. Health)ConnectiCare1/1/2024Active
Dest, CarolMAPDUnitedHealthcare2/1/2025Active
Singh, ParamjitACA(Indv. Health)HuskyReplaced
Case, JohnMAPDUnitedHealthcare4/1/2024Active
Case, JohnMAPDAetna1/1/2026Pending
Clement, HollyACA(Indv. Health)Anthem2/1/2024Cancelled
Ruiz, GabrielACA(Indv. Health)Anthem2/1/2024Active
Dest, CarolMAPDUnitedHealthcare4/1/2024Replaced
LeCoq, AndreaACA(Indv. Health)Anthem2/1/2024Active
Prior, JoshuaACA(Indv. Health)Anthem1/1/2024Active
Prior, JoshuaACA(Indv. Health)Anthem2/1/2026Pending
Lattarulo, JosephMAPDUnitedHealthcare3/1/2024Replaced
Shepter, JosephACA(Indv. Health)Anthem2/1/2024Active
O'Boyle, KathyACA(Indv. Health)Anthem2/1/2024Active
McCall, TimothyACA(Indv. Health)ConnectiCareActive
McCall, TimothyACA(Indv. Health)Anthem1/1/2026Pending
Lattarulo, JosephMed SuppHumana1/1/2025Active
O'Neill, LoraleiMAPDAnthem3/1/2024Replaced
O'Neill, LoraleiMAPDCare Partners4/1/2025Active
Wetmore, RoseanneACA(Indv. Health)Anthem2/1/2024Active
Giordano, BarbaraMAPDAnthem2/1/2024Active
Lattarulo, JosephPDPWellcare1/1/2025Active
Cossidente, JustinACA(Indv. Health)Anthem2/1/2024Active
Brasher, RachelMAPDUnitedHealthcare1/1/2024Active
Altieri, SamanthaACA(Indv. Health)Anthem2/1/2024Active
Bailer, BethACA(Indv. Health)Husky8/1/2025Active
Pope, RobinACA(Indv. Health)Anthem1/1/2025Active
Swift, MatthewACA(Indv. Health)Anthem10/1/2024Pending
Weiler, ClaireMAPDUnitedHealthcare11/1/2024Active
Gray, RenataMed SuppHumana1/1/2025Active
Weiler, ClaireMAPDUnitedHealthcare3/1/2024Active
Macao, JonathanDentalDelta Dental3/1/2024Active
Walston, SheilaMAPDAnthem8/1/2024Replaced
Hession Friedman, JudithMAPDAnthem9/1/2024Pending
Cargos, RichardMAPDUnitedHealthcare4/1/2024Active
Petrowski, JosephMAPDUnitedHealthcare7/1/2024Active
Musto, JohnMAPDAetna7/1/2024Active
Hagert, KirkACA(Indv. Health)Husky1/1/2025Active
Barber, DoanldMAPDAetna1/1/2026Active
Bankston, MitchellMAPDUnitedHealthcare6/1/2024Active
Gustafson, JayPDPWellcare1/1/2025Pending
Estrom, RichardMAPDAetna4/1/2026Pending
Kadziela, VicMAPDUnitedHealthcare10/1/2024Active
Parmelee, CarolMAPDCare Partners4/1/2025Active
Dain, BradleyMed SuppHumana6/1/2024Active
Ficorilli, AnnMAPDAetna1/1/2026Pending
Vieira, MatheusACA(Indv. Health)Anthem5/1/2024Pending
Stephens, TinaACA(Indv. Health)ConnectiCare5/1/2024Active
Schreiner, EdMAPDAetna2/1/2026Pending
Pope, RobinMed SuppAnthem11/1/2025Pending
Crowell, DanielleACA(Indv. Health)ConnectiCare1/1/2024Active
Ficorilli, AnnMAPDUnitedHealthcare5/1/2024Replaced
Cosgrove, MaryMAPDUnitedHealthcare8/1/2024Active
Haggarty, CherylMAPDUnitedHealthcare6/1/2024Active
Drapp, JohnACA(Indv. Health)ConnectiCare1/1/2024Active
Cavallero, LoriACA(Indv. Health)Husky8/1/2025Active
Casagrande, VincentACA(Indv. Health)Anthem2/1/2024Active
Swan, AmyMAPDAnthem1/1/2024Active
Castellano, VincePDPWellcare1/1/2024Active
Cavallero, LoriACA(Indv. Health)Husky1/1/2024Active
Legenos, MarkMAPDAetna1/1/2026Pending
Buonome, StephenACA(Indv. Health)Anthem2/1/2024Active
Estrada, CarlosMAPDUnitedHealthcareActive
Legenos, MarkMAPDUnitedHealthcareReplaced
Rowe, DeborahMAPDCare Partners1/1/2025Active
Stanley, TammieMAPDAnthem2/1/2024Active
Drapp, JohnACA(Indv. Health)ConnectiCare1/1/2025Pending
Nowie, GlennMAPDAetna11/1/2024Active
Estrada, CarlosMAPDAetna1/1/2026Pending
Mistry, UshaACA(Indv. Health)ConnectiCare2/1/2024Active
Murphy, BradACA(Indv. Health)ConnectiCare11/1/2023Pending
Castellano, VinceMed SuppUnitedHealthcareActive
Robin, BarronACA(Indv. Health)AnthemActive
Hollauer, ElizabethMed SuppUnitedHealthcare1/1/2026Pending
Rodriguez, JenniferACA(Indv. Health)ConnectiCare1/1/2024Active
Hollauer, ElizabethMed SuppUnitedHealthcare1/1/2025Active
Hollauer, ElizabethPDPWellcare1/1/2025Active
Guerrera, NicholasACA(Indv. Health)Anthem5/1/2024Active
Reid, GordonACA(Indv. Health)AnthemActive
Holschuh, PeterMAPDUnitedHealthcare1/1/2024Active
Haggarty, MarjoriePDPWellcare1/1/2024Replaced
Scanlon, LindaMAPDCare Partners1/1/2025Active
Haggarty, MarjorieMAPDUnitedHealthcare4/1/2025Active
McCartney, BrianACA(Indv. Health)Anthem1/1/2024Active
Schulten, JanePDPCigna1/1/2024Active
Regini, CherylACA(Indv. Health)ConnectiCare1/1/2024Active
Franko, AndreaACA(Indv. Health)ConnectiCare2/1/2024Active
Bergantino, KarenMAPDUnitedHealthcare1/1/2024Replaced
Desroches, MichaelACA(Indv. Health)Anthem1/1/2025Active
Kruger, JudithPDPWellcare1/1/2024Active
Abate, JoanMAPDAnthem3/1/2024Active
Bruno, MichaelACA(Indv. Health)Husky12/1/2023Active
Helmedach, JenniferACA(Indv. Health)Anthem1/1/2024Active
Lazer, GaryMAPDUnitedHealthcare6/1/2025Active
Braccia, ChrisACA(Indv. Health)ConnectiCare3/1/2024Active
Lazer, GaryMAPDUnitedHealthcare1/1/2024Replaced
Viglione, SteveACA(Indv. Health)Anthem1/1/2025Pending
Samuelson, TroyACA(Indv. Health)ConnectiCare2/1/2024Active
Smith, RobinMed SuppAnthem4/1/2026Pending
Larkin-Wells, HannahMAPDAnthem1/1/2024Active
Rice, KatherineACA(Indv. Health)ConnectiCare1/1/2024Active
Strauch, GeorgeMAPDUnitedHealthcare10/1/2023Active
Generoso, DavidPDPWellcare1/1/2024Active
Krier, MatthewACA(Indv. Health)Husky10/1/2023Active
Ferreira, KristieMAPDAetna1/1/2026Active
Statements
0
Total Received
$0.00
This Month
$0.00
LOA Agents
0
Commission Tracker
Statements · Reconciliation · LOA Splits
Statements
0 statements
No statements yet

Tap + Log Statement to add your first one.

No statement selected

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 open
Jerry
0 open
Patrick
0 open
All Tasks
2 tasks
TaskAssigned ToLinked ToDue DateCreated By
check on if chris got this
Jerrygerad edwin kenney (pipeline)2d overduejerry
quote this
Chrisgerad edwin kenney (pipeline)2d overduejerry
Settings
Agents · Team Management
Team Agents
ChrisAGENT
No email
JerryOWNER
jerry@guilfordins.com
PatrickAGENT
No email

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

  1. Go to Contacts tab → Import CSV/XLS
  2. Select your AgencyBloc export file
  3. System auto-maps the columns and imports all contacts + policies
  4. Review duplicates and confirm import