Care Advantage 360Production dashboard

Care Advantage 360 plans are Membership Subscriptions, NOT insurance.

Representative dashboard

Maria SantosAG-001005

Active · Broker · Independent · Pathfinder Brokerage

Active members
1
1 past due
Monthly revenue
$100
$1,200 annualized
Lifetime collected
$125
Enrollments in flight
0
1 paid all time
This month
+0
1 started · 0 churned
Link opens
9
9 in the last 30 days

Pipeline

Everyone who opened an application through your link.

0Applying 0Awaiting payment 1Paid

Memberships 1 total

  • Pending approval0
  • Active0
  • Past due1
  • Declined0
  • Lapsed0
  • Cancelled0

Last 8 weeks

Aug 31Sep 7Sep 14Sep 21Sep 28Oct 5Oct 12Oct 19

Per week, last 8 weeks.Applications startedPaid

How the numbers work

A membership counts as active once SOS accepts the contract and issues the effective date. Monthly revenue is the sum of active memberships' monthly price; first-year prepayments show in lifetime collected. Declined applications keep the application fee and nothing else. Compensation is paid by SOS on its statements and is not shown here.

Recent enrollments

MemberPlanWhere it standsUpdated
Beatrice Kowalski
MB-001016 · PL-001012
Care Plan 100Past dueOct 15
Live as of Oct 23, 3:38 PM CDT. This page is yours: the link is the key, so do not forward it. If it gets out, ask SOS for a new one. Questions about a member or a payment? Quote the Member ID or Policy ID shown here.