Clients

View as any client to open their portal — or use the client portal login.

Select clients to set a type or assign triggers in bulk.

Client	Status	Mailers Sent	Delivery Rate	Active Automations	Monthly Fee	Last Send
Riverside Benefits Partners	Active	325	96.5%	2	$99	May 17, 2026	View as
Evergreen Advisors Group	Active	324	96.6%	3	$99	May 18, 2026	View as
Cedar Health Group	Active	323	96.4%	2	$99	May 22, 2026	View as
Horizon Medicare Group	Active	313	97.1%	2	$99	May 20, 2026	View as
Meadow Medicare LLC	Active	251	96.6%	2	$99	May 19, 2026	View as
Beacon Senior Group	Active	248	96.9%	2	$99	May 24, 2026	View as
Sterling Health Partners	Active	223	97.3%	2	$99	May 23, 2026	View as
Granite Wellness Group	Active	210	96.7%	2	$99	May 18, 2026	View as
Pioneer Advisors LLC	Active	174	97.1%	2	$99	May 25, 2026	View as
Summit Senior LLC	Active	137	96.4%	2	$99	May 23, 2026	View as
Sunrise Insurance Group	Active	132	96.2%	2	$99	May 16, 2026	View as
Cornerstone Wellness Partners	Active	120	96.9%	2	$99	May 19, 2026	View as
Lakeside Insurance Partners	Active	64	97.5%	2	$99	May 17, 2026	View as
Beacon Senior Partners	Dormant	0	—	2	$99	—	View as
Lakeside Insurance LLC	Dormant	0	—	2	$99	—	View as
Pioneer Advisors Group	Dormant	0	—	2	$99	—	View as
Sterling Health LLC	Dormant	0	—	2	$99	—	View as
Beacon Senior LLC	Prospect	0	—	0	$0	—	View as
Cedar Health LLC	Prospect	0	—	0	$0	—	View as
Cedar Health Partners	Prospect	0	—	0	$0	—	View as
Cornerstone Wellness Group	Prospect	0	—	0	$0	—	View as
Cornerstone Wellness LLC	Prospect	0	—	0	$0	—	View as
Evergreen Advisors Group	Prospect	0	—	0	$0	—	View as
Evergreen Advisors LLC	Prospect	0	—	0	$0	—	View as
Granite Wellness Partners	Prospect	0	—	0	$0	—	View as

Showing 26–50 of 66 clients