Welcome back, Art

Here is what needs your attention today.

Agency Pulse

Calculated live from the demo records.

Ava is watching for you

Nancy Clark has no contact attempt
Lead from Referral created 27 days ago.
No contact
Susan Taylor has no contact attempt
Lead from Facebook Ad created 41 days ago.
No contact
Robert Jenkins has no contact attempt
Lead from Direct Mail created 9 days ago.
No contact
Linda Park has no contact attempt
Lead from Website Form created 22 days ago.
No contact
Overdue: Call back about plan options
Due Sep 23, 9:00 AM • Low priority.
Overdue task

Demo Integration

Integration Ready

5 demo applications in progress.

Last demo sync: Sep 23, 7:30 AM

Demo only. Not connected to the live SunFire platform.

From lead to enrollment

Robert Jenkins — Follow up on missing signature
Sarah Johnson • due Sep 19, 1:00 PM Overdue
Low
David Wilson — Collect Medicare card copy
Maria Lopez • due Sep 20, 12:30 PM Overdue
Urgent
Thomas Anderson — Confirm appointment for tomorrow
Sarah Johnson • due Sep 21, 11:00 AM Overdue
High
Michael Brown — Send plan comparison summary
Art Delgado • due Sep 22, 10:30 AM Overdue
Medium
Thomas Anderson — Verify drug list for Part D
Art Delgado • due Sep 22, 3:00 PM Overdue
High
Nancy Clark — Call back about plan options
Sarah Johnson • due Sep 23, 9:00 AM Overdue
Low