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.
ClientTypeStatusMailers SentDelivery RateActive AutomationsMonthly FeeLast Send
Riverside Benefits PartnersActive32596.5%2$99May 17, 2026
Evergreen Advisors GroupActive32496.6%3$99May 18, 2026
Cedar Health GroupActive32396.4%2$99May 22, 2026
Horizon Medicare GroupActive31397.1%2$99May 20, 2026
Meadow Medicare LLCActive25196.6%2$99May 19, 2026
Beacon Senior GroupActive24896.9%2$99May 24, 2026
Sterling Health PartnersActive22397.3%2$99May 23, 2026
Granite Wellness GroupActive21096.7%2$99May 18, 2026
Pioneer Advisors LLCActive17497.1%2$99May 25, 2026
Summit Senior LLCActive13796.4%2$99May 23, 2026
Sunrise Insurance GroupActive13296.2%2$99May 16, 2026
Cornerstone Wellness PartnersActive12096.9%2$99May 19, 2026
Lakeside Insurance PartnersActive6497.5%2$99May 17, 2026
Showing 2638 of 38 clients