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
Evergreen Senior HealthActive3,92196.8%3$99May 25, 2026
Sterling Health GroupActive1,74296.8%3$99May 22, 2026
Pioneer Advisors PartnersActive1,31096.9%3$99May 25, 2026
Harbor Care LLCActive80396.8%3$99May 18, 2026
Cornerstone Wellness GroupActive69996.9%3$99May 25, 2026
Maple Care PartnersActive53597.0%3$99May 20, 2026
Sunrise Insurance LLCActive50997.1%3$99May 20, 2026
Riverside Benefits LLCActive50696.8%3$99May 21, 2026
Granite Wellness LLCActive44196.6%3$99May 20, 2026
Granite Wellness PartnersActive42997.0%3$99May 22, 2026
Harbor Care GroupActive34796.8%3$99May 23, 2026
Cedar Health LLCActive33197.1%3$99May 24, 2026
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
Sterling Health PartnersActive22397.3%2$99May 23, 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
Beacon Senior PartnersDormant02$99
Lakeside Insurance LLCDormant02$99
Showing 125 of 40 clients
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