Clients
16 of 16 demo clients
| Name | Contact | Broker | Policy | Effective | Annual review | Status | Next action |
|---|---|---|---|---|---|---|---|
| Thomas Anderson 11d since activity | (407) 555-1294 thomas.anderson@example.com | Maria Lopez | UnitedHealthcare Medicare Supplement Plan G | Aug 3, 2026 | Sep 28, 2026 | Active | No action required |
| Anita Brennan 7d since activity | (407) 555-1371 anita.brennan@example.com | Sarah Johnson | Aetna Medicare Advantage PPO | Apr 4, 2026 | Dec 10, 2026 | Active | No action required |
| Melvin Cartwright 2d since activity | (407) 555-1364 melvin.cartwright@example.com | Maria Lopez | Humana Medicare Advantage HMO | Apr 15, 2026 | Dec 6, 2026 | Active | Annual review outreach |
| Arthur Coleman 4d since activity | (407) 555-1308 arthur.coleman@example.com | Sarah Johnson | Wellcare Part D Prescription Plan | Jul 12, 2026 | Nov 4, 2026 | Active | Annual review outreach |
| Raymond Fields 3d since activity | (407) 555-1322 raymond.fields@example.com | Sarah Johnson | Humana Medicare Advantage HMO | Jun 20, 2026 | Nov 12, 2026 | Active | No action required |
| Willie Grant 12d since activity | (407) 555-1336 willie.grant@example.com | Sarah Johnson | UnitedHealthcare Medicare Supplement Plan G | May 29, 2026 | Nov 20, 2026 | Active | Annual review outreach |
| Jennifer Hall 5d since activity | (407) 555-1301 jennifer.hall@example.com | Sarah Johnson | Cigna Medicare Supplement Plan N | Jul 23, 2026 | Sep 29, 2026 | Active | No action required |
| Robert Jenkins 2d since activity | (407) 555-1280 robert.jenkins@example.com | Art Delgado | Humana Medicare Advantage HMO | Aug 25, 2026 | Sep 26, 2026 | Active | Annual review outreach |
| Rosemary Lund 8d since activity | (407) 555-1357 rosemary.lund@example.com | Sarah Johnson | Devoted Health Dual Special Needs Plan | Apr 26, 2026 | Dec 2, 2026 | Active | No action required |
| Doris Mancini 6d since activity | (407) 555-1329 doris.mancini@example.com | Maria Lopez | Aetna Medicare Advantage PPO | Jun 9, 2026 | Nov 16, 2026 | Pending | No action required |
| Shirley Novak 1d since activity | (407) 555-1343 shirley.novak@example.com | Sarah Johnson | Cigna Medicare Supplement Plan N | May 18, 2026 | Nov 24, 2026 | Active | No action required |
| Clifford Osei 2d since activity | (407) 555-1350 clifford.osei@example.com | Art Delgado | Wellcare Part D Prescription Plan | May 7, 2026 | Nov 28, 2026 | Active | No action required |
| Linda Park 5d since activity | (407) 555-1287 linda.park@example.com | Sarah Johnson | Aetna Medicare Advantage PPO | Aug 14, 2026 | Sep 27, 2026 | Active | No action required |
| Beverly Quinn 8d since activity | (407) 555-1385 beverly.quinn@example.com | Art Delgado | Cigna Medicare Supplement Plan N | Mar 13, 2026 | Dec 18, 2026 | Pending | No action required |
| Leonard Shaw 3d since activity | (407) 555-1378 leonard.shaw@example.com | Sarah Johnson | UnitedHealthcare Medicare Supplement Plan G | Mar 24, 2026 | Dec 14, 2026 | Active | No action required |
| Evelyn Suarez 4d since activity | (407) 555-1315 evelyn.suarez@example.com | Art Delgado | Devoted Health Dual Special Needs Plan | Jul 1, 2026 | Nov 8, 2026 | Active | No action required |