Dashboard

382
Total Locations
↑ 12 new this month
1,247
Active Policies
↑ 89 enrolled
24
Upcoming Visits
Next 7 days
$18.4K
Chargebacks Pending
↑ 7 this week

Visits Per Month

Recent Activity

New enrollment
Today at 2:45 PM
Visit completed
Yesterday at 4:30 PM
Chargeback resolved
2 days ago
Claim processed
3 days ago
New agent onboarded
1 week ago

Locations Needing Visits (6+ months)

Location Organization / Location Last Visit Days Since Status
Chicago Downtown Phenix Salon Suites Mar 15, 2023 382 OVERDUE
Dallas Midtown Sola Salons Feb 22, 2023 405 OVERDUE
Austin North Phenix Salon Suites Feb 8, 2023 419 OVERDUE
Houston East Blowout Bar Oct 5, 2023 179 PRIORITY

Organizations & Locations

P

Phenix Salon Suites

Franchise

89 locations

Chicago Downtown

123 Michigan Ave, Chicago, IL 60611

PRIORITY
Owner: Sarah Mitchell
Last visit: Mar 2023
Active policies: 14

Miami Beach

456 Ocean Drive, Miami, FL 33139

CURRENT
Owner: James Rodriguez
Last visit: Sep 2024
Active policies: 22
S

Sola Salons

Premium studio suites • 156 locations

Dallas Midtown

789 McKinney Ave, Dallas, TX 75202

PRIORITY
Owner: Michelle Torres
Last visit: Feb 2023
Active policies: 18

Austin North

321 6th Street, Austin, TX 78701

PRIORITY
Owner: David Chen
Last visit: Feb 2023
Active policies: 16
A

Austin Chamber of Commerce

Chamber

35 member businesses

Austin Headquarters

100 Congress Ave, Austin, TX 78701

ACTIVE
Director: Sarah Mitchell
Members: 35
Active programs: 8
D

Dallas Regional Chamber

Chamber

28 member businesses

Dallas Office

2001 Ross Ave, Dallas, TX 75201

ACTIVE
Director: Robert Morrison
Members: 28
Active programs: 6
B

Blowout Bar

Franchise

47 locations

Houston East

555 Main St, Houston, TX 77002

UPCOMING
Owner: Angela Kim
Last visit: Oct 2024
Active policies: 11

Field Agents

Marcus Johnson
Pacific Northwest Region
This week visits: 5
Year to date: 187
Conversion: 34%
Jennifer Martinez
Southwest Region
This week visits: 6
Year to date: 204
Conversion: 41%
David Chen
Midwest Region
This week visits: 4
Year to date: 156
Conversion: 28%
Angela Williams
Southeast Region
This week visits: 7
Year to date: 218
Conversion: 39%
Robert Thompson
Northeast Region
This week visits: 5
Year to date: 172
Conversion: 32%
Lisa Park
Central Region
This week visits: 6
Year to date: 195
Conversion: 36%

Visit Scheduler & Route Planner

Unscheduled (Sorted by Priority)

Chicago Downtown
382 days since visit
Phenix Salon Suites
Dallas Midtown
405 days since visit
Sola Salons
Austin North
419 days since visit
Sola Salons
Houston East
179 days since visit
Blowout Bar
San Antonio West
206 days since visit
Phenix Salon Suites

Week of April 7, 2026

Monday, April 7
1. Chicago Downtown - Phenix
2. Chicago North - Phenix
Tuesday, April 8
1. Aurora East - Sola Salons
2. Naperville West - Phenix
Wednesday, April 9
1. Milwaukee Downtown - Blowout Bar
2. Madison Central - Sola Salons
Thursday, April 10
1. St. Louis North - Phenix
2. St. Louis South - Blowout Bar
Friday, April 11
1. Kansas City West - Sola Salons
2. Kansas City East - Phenix
Route Summary
Total visits: 10
Estimated travel: 486 miles
Assigned to: Marcus Johnson

Enrollees & Contacts

Name Location Plan Type Status Payment Enrolled Last Contact
Maria Garcia Chicago Downtown Gold Plan ACTIVE CURRENT Jan 15, 2024 3 days ago
Jessica Chen Miami Beach Silver Plan ACTIVE CURRENT Feb 20, 2024 1 week ago
Amanda Roberts Dallas Midtown Gold Plan PENDING PENDING Mar 10, 2024 2 days ago
Lisa Thompson Austin North Bronze Plan LAPSED EXPIRED Oct 5, 2023 2 months ago
Rebecca Martinez Houston East Gold Plan ACTIVE CURRENT Dec 8, 2023 5 days ago
Sarah Wilson Miami Beach Silver Plan ACTIVE EXPIRED Nov 3, 2023 4 days ago
Nicole Anderson Chicago Downtown Gold Plan ACTIVE CURRENT Jan 22, 2024 Today

New Enrollment

Multi-step digital replacement for hard-copy forms

1
2
3
4
5

Personal Information

Employment & Organization Details

Health Insurance Plan Selection

Plan includes:
  • ✓ Doctor visits & preventive care
  • ✓ Emergency care
  • ✓ Prescription coverage
  • ✓ Dental & vision discounts

Payment Information

Review & Submit

Personal Information
Maria Garcia • maria@email.com
(555) 123-4567 • DOB: 05/10/1990
Employment
Phenix Salon Suites • Chicago Downtown
Hair Stylist • 8 years experience • Independent Contractor
Selected Plan
Gold Plan $169/month
I agree to the Terms of Service
I acknowledge that I have read and agree to the insurance terms, conditions, and privacy policy.

Claims & Chargebacks

Claim ID Member Provider Amount Date Status Action
CLM-2024-0847 Maria Garcia Chicago Medical Center $450.00 Mar 28, 2024 APPROVED
CLM-2024-0846 Jessica Chen Miami Dental Associates $280.00 Mar 25, 2024 PENDING
CLM-2024-0845 Rebecca Martinez Houston Eye Care $175.00 Mar 20, 2024 DENIED
CLM-2024-0844 Amanda Roberts Dallas Primary Care $325.50 Mar 18, 2024 APPROVED

Analytics & Reports

Enrollment Trends

Chargeback Rate by Month

Agent Performance Comparison

Organization Conversion Rates