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
Cedar Health PartnersActive4,55896.8%3$99May 23, 2026
Meadow Medicare GroupActive2,75096.7%3$99May 25, 2026
Heritage Benefits PartnersActive1,70096.8%3$99May 23, 2026
Beacon Senior LLCActive1,61496.8%3$99May 23, 2026
Lakeside Insurance GroupActive1,03596.7%3$99May 19, 2026
Summit Senior PartnersActive71796.7%3$99May 25, 2026
Horizon Medicare LLCActive63396.8%3$99May 18, 2026
Riverside Benefits GroupActive37396.5%2$99May 19, 2026
Heritage Benefits LLCActive37096.9%2$99May 18, 2026
Evergreen Advisors PartnersActive35696.6%2$99May 25, 2026
Maple Care LLCActive34897.3%2$99May 21, 2026
Meadow Medicare PartnersActive34296.7%3$99May 22, 2026
Harbor Care PartnersActive34096.5%2$99May 21, 2026
Beacon Senior GroupActive24896.9%2$99May 24, 2026
Granite Wellness GroupActive21096.7%2$99May 18, 2026
Pioneer Advisors GroupDormant02$99
Sterling Health LLCDormant02$99
Cedar Health PartnersProspect00$0
Cornerstone Wellness LLCProspect00$0
Granite Wellness PartnersProspect00$0
Horizon Medicare LLCProspect00$0
Lakeside Insurance GroupProspect00$0
Sterling Health GroupProspect00$0
Summit Senior PartnersProspect00$0
Sunrise Insurance LLCProspect00$0
Showing 125 of 26 clients
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