Agent Dashboard

What every field agent sees.

Live performance across taps, leads, appointments, and enrollment referrals.

Total NFC Taps

4,820

+18.2%

Leads Captured

1,934

+22.4%

Appointments

612

+31.7%

Enrollment Referrals

248

+14.9%

Profile Views

6,720

+9.1%

Taps & Leads · 7 days

Conversion Funnel

NFC Taps4,820
Leads1,934
Appointments612
Enrollments248

Community Event Performance

Upcoming Appointments

  • Linda Matthews

    Today · 2:30 PM · Plan review

  • Robert Park

    Tomorrow · 10:00 AM · New enrollment

  • Kenji Tanaka

    Wed · 3:15 PM · Supplement question

  • Sofia Ramirez

    Thu · 11:45 AM · Part D review

Recent Activity

  • Linda M. Booked appointment

    2 min ago

  • Robert P. Saved contact

    8 min ago

  • Sofia R. Viewed Medicare Basics

    14 min ago

  • James O. Started enrollment

    31 min ago

  • Patricia H. Texted agent

    48 min ago

  • Kenji T. Booked appointment

    1 hr ago