Monthly Goal Progress
$0
of $0 goal
0%
achieved
$0$0
Plan Mix
Dental
Vision
Recent Enrollments
| Name | State | Plans | Total/mo | Payment | Date |
|---|
⚠ Failed Payments
All payments up to date
Possible duplicate found. A subscriber with this SSN, DOB, and state already exists.
| Name | Phone | State | Dental | Vision | Total/mo | Payment | Agent | Date | Actions |
|---|
Payment Records
| Customer | Plans | Amount | Status | Retries | Actions |
|---|
| Agent | Status | Deals | Revenue | Commission | Actions |
|---|
EDI Export
Export Log
| Date | Records | Filename | Status | SFTP Sent |
|---|
Reconciliation
Total Expected
$0
Total Collected
$0
Variance
$0
Renewal Alerts
30 Days
60 Days
90 Days
| Customer | Policy ID | Monthly | Next Bill Date |
|---|
All 834 EDI enrollment files generated and saved on the server
834 EDI Files
| Filename | Generated | Records | File Size | Status | SFTP Sent | Download |
|---|
Stripe Configuration
Webhook Setup: In your Stripe Dashboard → Webhooks, add endpoint:
https://YOUR-DOMAIN/webhooks/stripe
— then paste the Signing secret (whsec_...) above.
SMTP Configuration
SFTP Configuration
EDI Configuration
General Settings
Automation
Nightly EDI Generation
Auto-Retry Failed Payments
Renewal Alert Emails
| Key | Name | Created | Last Used | Status | Actions |
|---|
Audit Log
| Timestamp | User | Action | Details | IP |
|---|
Change Password
Requirements: minimum 8 characters. Avoid reusing your current password.