Monthly Revenue Trend
$0
current MRR
0%
of monthly goal
$0 goal
0% achieved
Plan Mix
0
total
Recent Enrollments
| Name | Plans | Total/mo | Status |
|---|
⚠ Failed Payments
All payments up to date
Possible duplicate found. A subscriber with this SSN, DOB, and state already exists.
| Name & Policy | Phone | Plans | Total/mo | Status | Enrolled By | Date |
|---|
Payment Records
| Customer | Plans | Amount | Status | Retries |
|---|
Enrollments — Last 30 days
Top Agents
| # | Agent | Deals | Revenue/mo |
|---|
Agent Performance Breakdown
| Agent | 📅 Date Range | Today | This Week | This Month | Last 30 Days | Avg/Day (30d) | Avg/Week | Total Active | Active MRR |
|---|
Agent Comparison Chart
New MRR Added — Daily (last 30 days)
Enrollment + Revenue Table
| Period | New Enrollments | New MRR Added |
|---|
📅 Coming Due (30 days)
⚠ Overdue
❌ Failed Payments
| Member | Policy ID | Agent | Due Date | Days Away | Amount | Action |
|---|
Deals by Day —
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| Name | Role | Status | Deals | Revenue | Commission | Actions |
|---|
Generate & Send 834
Saved 834 Files
| Filename | Generated | Records | File Size | Status | SFTP Sent | Download |
|---|
Export History
| 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 / 834 Configuration
These values appear directly in the 834 file envelope and segment headers. Get the correct values from Renaissance (or your carrier contact).
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 |
|---|
Member support requests submitted via the member portal.
| Date | Name | Policy ID | Subject | Contact | Status | Action |
|---|---|---|---|---|---|---|
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Change Password
Requirements: minimum 8 characters. Avoid reusing your current password.
Role Hierarchy
Super Admin
DVI Staff
›
Admin
Full portal access
›
Manager
Team oversight
›
Agent
Own customers only
Permissions Matrix
| Permission | Agent | Manager | Admin | Super Admin |
|---|
💡 Click any toggle to change • Click a permission name to rename it • Super Admin always has full access
Manage Agent Roles
To change a team member's role, go to the Team Management page. Click Edit next to any agent and update their role from the dropdown.