System

Enrollment held — TX is not an approved state
Owen Parker paid and signed from Texas. The policy stays Pending Approval until SOS is approved there; add the state under System → Approved states and release the policy from the review queue.
Policy: PL-001015
Member: MB-001022
State: TX
Representative: AG-001007
Organization: CO-000002
Open the application: https://middleware-production-dc57.up.railway.app/admin/ui/applications/cf03cf39-1be8-4bd5-bb7f-4a8435bbe94b
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Subscription started — Owen Parker
Owen Parker paid. The policy is pending review.
Member ID: MB-001022
Policy ID: PL-001015
Email: [email protected]
Plan: Care Plan 200
Agent: Alicia Nguyen
Stripe subscription: sub_1UTmixFnMgN7wi3QJaSokIT1
Billing: $2,425.00 today ($2,400.00 for the first year plus a $25.00 application fee). Then $200.00 per month, starting in 12 months.
Open the application: https://middleware-production-dc57.up.railway.app/admin/ui/applications/cf03cf39-1be8-4bd5-bb7f-4a8435bbe94b
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A membership payment came in
Alicia, Owen Parker paid for Care Advantage 360 through your link. SOS still reviews the application before the membership begins.
Member: Owen Parker
Member ID: MB-001022
Policy ID: PL-001015
Email: [email protected]
Plan: Care Plan 200
First payment: First year prepaid
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Payment received
Owen, your payment has been received. SOS reviews the application before the membership begins. Keep this email for your Member ID and Policy ID.
$2,425.00 today ($2,400.00 for the first year plus a $25.00 application fee). Then $200.00 per month, starting in 12 months.
Member ID: MB-001022
Policy ID: PL-001015
Plan: Care Plan 200
First payment: First year prepaid
Requested effective date: October 26, 2026
Agent: Alicia Nguyen
Subscription: sub_1UTmixFnMgN7wi3QJaSokIT1
View your confirmation: https://middleware-production-dc57.up.railway.app/enroll/cf03cf39-1be8-4bd5-bb7f-4a8435bbe94b/confirmation
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Application signed — Owen Parker
Owen Parker signed and has not paid yet.
Member ID: MB-001022
Email: [email protected]
Plan: Care Plan 200
Agent: Alicia Nguyen
Due today: $2,425.00 today ($2,400.00 for the first year plus a $25.00 application fee). Then $200.00 per month, starting in 12 months.
Open the application: https://middleware-production-dc57.up.railway.app/admin/ui/applications/cf03cf39-1be8-4bd5-bb7f-4a8435bbe94b
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

An application was signed
Alicia, Owen Parker signed a Care Advantage 360 application through your link. Payment is the remaining step. You will get another note if it goes through.
Member: Owen Parker
Member ID: MB-001022
Email: [email protected]
Plan: Care Plan 200
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Your application is signed
Owen, the application is signed. Payment is the last step. Nothing is charged until you finish checkout.
$2,425.00 today ($2,400.00 for the first year plus a $25.00 application fee). Then $200.00 per month, starting in 12 months.
Member ID: MB-001022
Plan: Care Plan 200
Continue to payment: https://middleware-production-dc57.up.railway.app/enroll/cf03cf39-1be8-4bd5-bb7f-4a8435bbe94b/pay
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Application started — Owen Parker
Owen Parker started a Care Plan 200 application.
Member ID: MB-001022
Email: [email protected]
Plan: Care Plan 200
Agent: Alicia Nguyen
Agency: Gulf Coast Benefits
Open the application: https://middleware-production-dc57.up.railway.app/admin/ui/applications/cf03cf39-1be8-4bd5-bb7f-4a8435bbe94b
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

We received your application
Owen, your Care Advantage 360 application is in. The next step is signing it. If you closed the page, use the link below to pick up where you left off.
Member ID: MB-001022
Plan: Care Plan 200
First payment: First year prepaid
Requested effective date: October 26, 2026
Agent: Alicia Nguyen
Agency: Gulf Coast Benefits
Continue to signing: https://middleware-production-dc57.up.railway.app/enroll/cf03cf39-1be8-4bd5-bb7f-4a8435bbe94b/sign
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Application started — Priya Walsh
Priya Walsh started a Care Plan 200 application.
Member ID: MB-001021
Email: [email protected]
Plan: Care Plan 200
Agent: Alicia Nguyen
Agency: Gulf Coast Benefits
Open the application: https://app.careadvantage360.com/admin/ui/applications/4b762874-4cda-4aba-80e9-891372443409
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

We received your application
Priya, your Care Advantage 360 application is in. The next step is signing it. If you closed the page, use the link below to pick up where you left off.
Member ID: MB-001021
Plan: Care Plan 200
First payment: Monthly
Requested effective date: October 29, 2026
Agent: Alicia Nguyen
Agency: Gulf Coast Benefits
Continue to signing: https://app.careadvantage360.com/enroll/4b762874-4cda-4aba-80e9-891372443409/sign
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Your Care Advantage 360 organization agreement
admin has invited Redbird Comfort Care dvk0 to contract with SOS. SOS confirms the compensation on the agreement first, then DocuSign emails you the agreement to review and sign. Your enrollment link and dashboard are issued once it is fully executed.
Sent to: Robert Adler <[email protected]>
Agreement: FMO
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Your Care Advantage 360 organization agreement
admin has invited Brightpath Care Partners fv42 to contract with SOS. A separate DocuSign email contains the organization agreement to review and sign. Your enrollment link and dashboard are issued once the agreement is executed.
Sent to: Patricia Alvarez <[email protected]>
Agreement: FMO
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Your Care Advantage 360 organization agreement
admin has invited Lakeside Partners to contract with SOS. A separate DocuSign email contains the organization agreement to review and sign. Your enrollment link and dashboard are issued once the agreement is executed.
Sent to: Robert Kim <[email protected]>
Agreement: FMO
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Reconciliation: 2 new exceptions
2 open in total across 2 policies, 2 reps, 3 agencies.
stripe_missing: 2
stripe_missing · policy PL-001007 · Stripe: no such subscription · Ledger: active · HubSpot: —
stripe_missing · policy PL-001012 · Stripe: no such subscription · Ledger: past_due · HubSpot: —
Open the reconciliation page: https://app.careadvantage360.com/admin/ui/reconciliation
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

An application was signed
Alicia, Zach West signed a Care Advantage 360 application through your link. Payment is the remaining step. You will get another note if it goes through.
Member: Zach West
Member ID: MB-001020
Email: [email protected]
Plan: Care Plan 100
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

An application was signed
Alicia, Zach West signed a Care Advantage 360 application through your link. Payment is the remaining step. You will get another note if it goes through.
Member: Zach West
Member ID: MB-001019
Email: [email protected]
Plan: Care Plan 100
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Commission statement for September 2026
Alicia, your Care Advantage 360 commission statement for September 2026 is attached. $150.00 is being paid by SOS.
Your production dashboard: https://app.careadvantage360.com/my/0954bcf3ce1447d29cd9029f14f25b95
Payee ID: AG-001007
Period: September 2026
Commission earned: $150.00
Net: $150.00
Paid this period: $150.00
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A member's payment did not go through
Maria, this month's draft for Beatrice Kowalski failed and will be retried on October 22, 2026. The member has been emailed a link to update their card. A quick call from you often saves the membership.
Member: Beatrice Kowalski
Policy ID: PL-001012
Email: [email protected]
Plan: Care Plan 100
Your Rep ID: AG-001005
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Your monthly payment did not go through
Beatrice, we could not collect this month's Care Advantage 360 payment of $100.00. We will try again on October 22, 2026. The member agreement has no grace period, so a missed payment ends the membership and its benefits.
Use the button below to pay now or update the card on file.
Policy ID: PL-001012
Member ID: MB-001016
Plan: Care Plan 100
Amount: $100.00
Next attempt: October 22, 2026
Pay now / update card: https://invoice.stripe.com/i/mock_in_mock_32ca98a6_20261015f
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A membership you sold was cancelled
Alicia, Helen Moreau cancelled their Care Advantage 360 membership on October 13, 2026. It no longer counts toward your production.
Member: Helen Moreau
Policy ID: PL-001005
Plan: Care Plan 200
Reason: too_expensive: Moving in with my daughter next month
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A membership you sold has lapsed
Alicia, Evelyn Marsh's membership ended on October 14, 2026 after payment could not be collected. It no longer counts toward your production. If they want to come back, they can re-enroll through your link.
Member: Evelyn Marsh
Policy ID: PL-001003
Email: [email protected]
Plan: Care Plan 100
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A member's payment did not go through
Alicia, this month's draft for Evelyn Marsh failed and will be retried on October 10, 2026. The member has been emailed a link to update their card. A quick call from you often saves the membership.
Member: Evelyn Marsh
Policy ID: PL-001003
Email: [email protected]
Plan: Care Plan 100
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A member's payment did not go through
Alicia, this month's draft for Walter Reyes failed and will be retried on October 19, 2026. The member has been emailed a link to update their card. A quick call from you often saves the membership.
Member: Walter Reyes
Policy ID: PL-001002
Email: [email protected]
Plan: Care Plan 100
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A membership you sold is active
Alicia, SOS accepted Evelyn Marsh's application. The membership is active and counts toward your production.
Member: Evelyn Marsh
Policy ID: PL-001003
Plan: Care Plan 100
Effective date: September 2, 2026
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A membership you sold is active
Alicia, SOS accepted Walter Reyes's application. The membership is active and counts toward your production.
Member: Walter Reyes
Policy ID: PL-001002
Plan: Care Plan 100
Effective date: September 12, 2026
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Policy approved — Beatrice Kowalski
PL-001012 is active (approved by auto-approval).
Policy ID: PL-001012
Member ID: MB-001016
Plan: Care Plan 100
Effective date: November 1, 2026
Agent: Maria Santos
Open the application: https://app.careadvantage360.com/admin/ui/applications/f287dff9-a5a5-4be9-b21b-078d5cc251eb
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A membership you sold is active
Maria, SOS accepted Beatrice Kowalski's application. The membership is active and counts toward your production.
Member: Beatrice Kowalski
Policy ID: PL-001012
Plan: Care Plan 100
Effective date: November 1, 2026
Your Rep ID: AG-001005
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Welcome to Care Advantage 360
Beatrice, SOS has accepted your application. Your membership is active as of the effective date below. Keep this email: your Policy ID is how we find your membership in any conversation.
Policy ID: PL-001012
Member ID: MB-001016
Plan: Care Plan 100
Effective date: November 1, 2026
Billing: Monthly
Agent: Maria Santos
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A membership payment came in
Maria, Beatrice Kowalski paid for Care Advantage 360 through your link. SOS still reviews the application before the membership begins.
Member: Beatrice Kowalski
Member ID: MB-001016
Policy ID: PL-001012
Email: [email protected]
Plan: Care Plan 100
First payment: Monthly
Your Rep ID: AG-001005
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Payment received
Beatrice, your payment has been received. SOS reviews the application before the membership begins. Keep this email for your Member ID and Policy ID.
$125.00 today ($100.00 for the first month plus a $25.00 application fee). Then $100.00 per month.
Member ID: MB-001016
Policy ID: PL-001012
Plan: Care Plan 100
First payment: Monthly
Requested effective date: November 1, 2026
Agent: Maria Santos
Subscription: sub_mock_32ca98a6
View your confirmation: https://app.careadvantage360.com/enroll/f287dff9-a5a5-4be9-b21b-078d5cc251eb/confirmation
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

An application was signed
Maria, Beatrice Kowalski signed a Care Advantage 360 application through your link. Payment is the remaining step. You will get another note if it goes through.
Member: Beatrice Kowalski
Member ID: MB-001016
Email: [email protected]
Plan: Care Plan 100
Your Rep ID: AG-001005
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Your application is signed
Beatrice, the application is signed. Payment is the last step. Nothing is charged until you finish checkout.
$125.00 today ($100.00 for the first month plus a $25.00 application fee). Then $100.00 per month.
Member ID: MB-001016
Plan: Care Plan 100
Continue to payment: https://app.careadvantage360.com/enroll/f287dff9-a5a5-4be9-b21b-078d5cc251eb/pay
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

We received your application
Beatrice, your Care Advantage 360 application is in. The next step is signing it. If you closed the page, use the link below to pick up where you left off.
Member ID: MB-001016
Plan: Care Plan 100
First payment: Monthly
Requested effective date: November 1, 2026
Agent: Maria Santos
Agency: Pathfinder Brokerage
Continue to signing: https://app.careadvantage360.com/enroll/f287dff9-a5a5-4be9-b21b-078d5cc251eb/sign
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

An application was signed
Maria, Patricia Osei signed a Care Advantage 360 application through your link. Payment is the remaining step. You will get another note if it goes through.
Member: Patricia Osei
Member ID: MB-001012
Email: [email protected]
Plan: Care Plan 200
Your Rep ID: AG-001005
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Policy approved — Helen Parker
PL-001007 is active (approved by auto-approval).
Policy ID: PL-001007
Member ID: MB-001001
Plan: Care Plan 100
Effective date: October 15, 2026
Agent: Alicia Nguyen
Open the application: https://app.careadvantage360.com/admin/ui/applications/037c947f-9caf-4af2-96e5-181eaedc1a9e
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A membership you sold is active
Alicia, SOS accepted Helen Parker's application. The membership is active and counts toward your production.
Member: Helen Parker
Policy ID: PL-001007
Plan: Care Plan 100
Effective date: October 15, 2026
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Welcome to Care Advantage 360
Helen, SOS has accepted your application. Your membership is active as of the effective date below. Keep this email: your Policy ID is how we find your membership in any conversation.
Policy ID: PL-001007
Member ID: MB-001001
Plan: Care Plan 100
Effective date: October 15, 2026
Billing: Monthly
Agent: Alicia Nguyen
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A membership payment came in
Alicia, Helen Parker paid for Care Advantage 360 through your link. SOS still reviews the application before the membership begins.
Member: Helen Parker
Member ID: MB-001001
Policy ID: PL-001007
Email: [email protected]
Plan: Care Plan 100
First payment: Monthly
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Payment received
Helen, your payment has been received. SOS reviews the application before the membership begins. Keep this email for your Member ID and Policy ID.
$125.00 today ($100.00 for the first month plus a $25.00 application fee). Then $100.00 per month.
Member ID: MB-001001
Policy ID: PL-001007
Plan: Care Plan 100
First payment: Monthly
Requested effective date: October 15, 2026
Agent: Alicia Nguyen
Subscription: sub_mock_48aba6ba
View your confirmation: https://app.careadvantage360.com/enroll/037c947f-9caf-4af2-96e5-181eaedc1a9e/confirmation
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

An application was signed
Alicia, Helen Parker signed a Care Advantage 360 application through your link. Payment is the remaining step. You will get another note if it goes through.
Member: Helen Parker
Member ID: MB-001001
Email: [email protected]
Plan: Care Plan 100
Your Rep ID: AG-001007
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

Your application is signed
Helen, the application is signed. Payment is the last step. Nothing is charged until you finish checkout.
$125.00 today ($100.00 for the first month plus a $25.00 application fee). Then $100.00 per month.
Member ID: MB-001001
Plan: Care Plan 100
Continue to payment: https://app.careadvantage360.com/enroll/037c947f-9caf-4af2-96e5-181eaedc1a9e/pay
Care Advantage 360 plans are Membership Subscriptions, NOT insurance.
Care Advantage 360 · SOS

A membership you sold is active
Alicia, SOS accepted Helen Parker's application. The membership is active and counts toward your production.
Member: Helen Parker
Policy ID: PL-001000
Plan: Care Plan 100
Effective date: October 1, 2026
Your Rep ID: AG-001007
Care Advantage 360 · SOS

A membership you sold is active
Alicia, SOS accepted Helen Moreau's application. The membership is active and counts toward your production.
Member: Helen Moreau
Policy ID: PL-001005
Plan: Care Plan 200
Effective date: October 1, 2026
Your Rep ID: AG-001007
Care Advantage 360 · SOS

A membership payment came in
Alicia, Helen Moreau paid for Care Advantage 360 through your link. SOS still reviews the application before the membership begins.
Member: Helen Moreau
Member ID: MB-001010
Policy ID: PL-001005
Email: [email protected]
Plan: Care Plan 200
First payment: Monthly
Your Rep ID: AG-001007
Care Advantage 360 · SOS

An application was signed
Alicia, Helen Moreau signed a Care Advantage 360 application through your link. Payment is the remaining step. You will get another note if it goes through.
Member: Helen Moreau
Member ID: MB-001010
Email: [email protected]
Plan: Care Plan 200
Your Rep ID: AG-001007
Care Advantage 360 · SOS