Dashboard

Total Leads

5

High Priority

3

Upcoming Renewals

2

Employee Reach

2,193

States Coverage

22

Lead Status Breakdown

New20%
In Review20%
Contacted20%
Qualified40%

Performance Metrics

92%Avg Match Score
92
25%Avg Profit Margin
25

Recent Leads

5 leads

John Doe

CTO at Acme Health Solutions

QualifiedHigh Priority
15 years in HealthTech; evaluating comprehensive health insurance options for their growing tech team. Looking for plans with strong mental health coverage and telehealth options.
128 Employees4 StatesRenewal: Jul 15, 2025
Top Recommendation:
92% Match25% Margin
Enterprise Health Premier
about 1 month ago
Jane Smith

Anna Lee

VP Operations at Quantum Health Systems

In ReviewHigh Priority
Led rollout of AI-driven diagnostics platform; seeking comprehensive coverage for diverse workforce across multiple hospital locations. Prioritizing flexible options for medical staff with varying schedules.
512 Employees5 StatesRenewal: Aug 30, 2025
Top Recommendation:
94% Match22% Margin
Healthcare Provider Group Plan
about 1 month ago
Carlos Ruiz

Sara Khan

CEO at GreenGrid Health Cooperative

ContactedMedium Priority
Leading a fast-growing sustainable healthcare cooperative focused on renewable energy powered facilities. Looking for insurance that aligns with their environmental mission and supports their innovative approach to healthcare delivery.
98 Employees4 StatesRenewal: May 31, 2025
Top Recommendation:
89% Match28% Margin
Eco-Health Cooperative Plan
about 1 month ago
Mei Lin

Michael Johnson

HR Director at TechNova Innovations

NewMedium Priority
Fast-growing tech startup that recently secured Series B funding. Looking to upgrade their health benefits to attract top talent in competitive markets. Currently has 215 employees with plans to reach 300 by year-end.
215 Employees4 StatesRenewal: Jun 15, 2025
Top Recommendation:
93% Match26% Margin
Tech Talent Magnet Plan
about 1 month ago
David Park

Elena Rodriguez

Benefits Manager at Nationwide Education Services

QualifiedHigh Priority
Large educational services provider with staff across 18 states. Seeking standardized healthcare options that work across diverse locations while meeting varying state requirements. Many part-time and seasonal employees.
1240 Employees18 StatesRenewal: Sep 1, 2025
Top Recommendation:
91% Match24% Margin
Education Workforce Plan
about 1 month ago
Sarah Johnson

Lead Sources

Website Inquiry20%
Industry Conference Lead20%
Sustainable Business Conference20%
Venture Capital Referral20%
LinkedIn Outreach20%

Recent Activity

  • JD

    John Doe from Acme Health Solutions

    Last contacted: 4/23/2025 by Jane Smith

    High
  • AL

    Anna Lee from Quantum Health Systems

    Last contacted: 4/22/2025 by Carlos Ruiz

    High
  • SK

    Sara Khan from GreenGrid Health Cooperative

    Last contacted: 4/22/2025 by Mei Lin

    Medium
  • ER

    Elena Rodriguez from Nationwide Education Services

    Last contacted: 4/21/2025 by Sarah Johnson

    High