Overview

Needs attention

• 1 paid enrollment is held because the member's state is not approved yet
• 3 onboarding agreements waiting on a signature (or declined / failed to send)
• 2 active organizations have no signer email, so nobody there can sign in to the dashboard to add representatives; set it under the organization's Settings
• 1 paid policy in the review queue (ID Verification did not pass, or approvals are manual)
• 2 reconciliation exceptions open (Stripe / ledger / HubSpot disagree)
• 1 policy is past due (Stripe is retrying)
• 1 failed webhook waiting for replay
• 8 emails failed to send
• DOCUSIGN_CONNECT_HMAC_KEYS is not set: Connect webhooks are rejected, so a signature is only recorded when the member returns to the site

Recent applications

Invite an organization Open agreements Quick add (agreement on file)