Welcome back, Demo

Here's what's happening across your book of business

Total Clients

Total Employees

1254

Avg Enrollment

215%

Urgent Tasks

My Tasks

Task	Client	Due	Priority
New Group Onboarding Checklist	Chicago Professional Services 48	—	high
New Group Onboarding Checklist	Atlanta Technology 40	—	high
New Group Onboarding Checklist	Albuquerque Retail 24	—	high
New Group Onboarding Checklist	Chicago Professional Services 28	—	high
New Group Onboarding Checklist	Miami Manufacturing 16	—	high
New Group Onboarding Checklist	Chicago Professional Services 08	—	high
New Group Onboarding Checklist	Albuquerque Retail 04	—	high
Enrollment Follow-Up	Chicago Professional Services 38	—	medium

A quick view of your book — open the full list to search and manage.

Company	Employees	Enrollment	Plan Year
Albuquerque Retail 04	58	169%	Jan 1 - Dec 31
Albuquerque Retail 14	47	130%	Jan 1 - Dec 31
Albuquerque Retail 24	56	136%	Jan 1 - Dec 31
Atlanta Technology 10	45	202%	Jan 1 - Dec 31
Atlanta Technology 20	40	223%	Jan 1 - Dec 31
Chicago Professional Services 08	45	244%	Jan 1 - Dec 31
Chicago Professional Services 18	42	231%	Jan 1 - Dec 31
Dallas Manufacturing 01	57	307%	Jan 1 - Dec 31
Dallas Manufacturing 11	55	302%	Jan 1 - Dec 31
Dallas Manufacturing 21	54	280%	Jan 1 - Dec 31
Denver Retail 09	45	153%	Jan 1 - Dec 31
Denver Retail 19	53	166%	Jan 1 - Dec 31
Lawton Field Services 02	47	117%	Jan 1 - Dec 31
Lawton Field Services 12	41	132%	Jan 1 - Dec 31
Lawton Field Services 22	45	160%	Jan 1 - Dec 31
Los Angeles Technology 05	45	213%	Jan 1 - Dec 31
Los Angeles Technology 15	42	202%	Jan 1 - Dec 31
Los Angeles Technology 25	45	204%	Jan 1 - Dec 31
Miami Manufacturing 06	58	298%	Jan 1 - Dec 31
Miami Manufacturing 16	55	333%	Jan 1 - Dec 31
Miami Manufacturing 26	56	289%	Jan 1 - Dec 31
New York Field Services 07	43	98%	Jan 1 - Dec 31
New York Field Services 17	42	129%	Jan 1 - Dec 31
Phoenix Professional Services 03	50	250%	Jan 1 - Dec 31
Phoenix Professional Services 13	44	255%	Jan 1 - Dec 31
Phoenix Professional Services 23	44	261%	Jan 1 - Dec 31

Medicare Part D Creditable Coverage online disclosure to CMS (within 60 days of plan year start; re-file within 30 days of termination or creditability change)
Albuquerque Retail 04
0d
Due Mar 2, 2026
Medicare Part D Creditable Coverage online disclosure to CMS (within 60 days of plan year start; re-file within 30 days of termination or creditability change)
Los Angeles Technology 05
0d
Due Mar 2, 2026
Medicare Part D Creditable Coverage online disclosure to CMS (within 60 days of plan year start; re-file within 30 days of termination or creditability change)
Phoenix Professional Services 03
0d
Due Mar 2, 2026
Medicare Part D Creditable Coverage online disclosure to CMS (within 60 days of plan year start; re-file within 30 days of termination or creditability change)
Dallas Manufacturing 01
0d
Due Mar 2, 2026
Medicare Part D Creditable Coverage online disclosure to CMS (within 60 days of plan year start; re-file within 30 days of termination or creditability change)
Lawton Field Services 02
0d
Due Mar 2, 2026
Medicare Part D Creditable Coverage online disclosure to CMS (within 60 days of plan year start; re-file within 30 days of termination or creditability change)
Miami Manufacturing 06
0d
Due Mar 2, 2026