My360 - Agent Workspace

My360 – Agent Workspace is the field app for licensed sales agents of My360 Health, a Medicare insurance agency in South Florida. It puts the agent's whole book of business in their pocket and keeps every client interaction compliant. WHAT YOU CAN DO Contacts See every client and prospect with their plan, carrier, effective date and contact history. Add a client in seconds, send a health assessment link, or open a Scope of Appointment for signature. Leads Work your assigned leads from a single queue: call next, follow-ups, contacted, sold or not interested. Aged-data lists show each person's Medicare start date so you know when their window opens. Reminders Automatic follow-ups off each policy's effective date, plus your own. Overdue items show on the app badge so nothing slips during AEP. Goals Set a target for a month, AEP, OEP or the rest of the year. The app counts applications by…