Welcome back, Demo

Here's what's happening across your book of business

New Client

Total Clients

Total Employees

2504

Avg Enrollment

206%

Urgent Tasks

My Tasks

Task	Client	Due	Priority
New Group Onboarding Checklist	Los Angeles Technology 45	—	high
New Group Onboarding Checklist	Los Angeles Technology 35	—	high
New Group Onboarding Checklist	Chicago Professional Services 38	—	high
New Group Onboarding Checklist	Denver Retail 19	—	high
New Group Onboarding Checklist	Phoenix Professional Services 13	—	high
New Group Onboarding Checklist	Los Angeles Technology 05	—	high
Enrollment Follow-Up	Lawton Field Services 32	—	medium
Enrollment Follow-Up	Atlanta Technology 20	—	medium

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Clients

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Company	Employees	Enrollment	Plan Year
Acme Corp	57	54%	Apr 1 - Mar 31
Albuquerque Retail 04	58	169%	Jan 1 - Dec 31
Albuquerque Retail 14	47	130%	Jan 1 - Dec 31
Albuquerque Retail 24	56	136%	Jan 1 - Dec 31
Albuquerque Retail 34	47	157%	Jan 1 - Dec 31
Albuquerque Retail 44	55	155%	Jan 1 - Dec 31
Atlanta Technology 10	45	202%	Jan 1 - Dec 31
Atlanta Technology 20	40	223%	Jan 1 - Dec 31
Atlanta Technology 30	45	204%	Jan 1 - Dec 31
Atlanta Technology 40	46	235%	Jan 1 - Dec 31
Atlanta Technology 50	40	228%	Jan 1 - Dec 31
Bright Health LLC	2	50%	Apr 1 - Mar 31
Chicago Professional Services 08	45	244%	Jan 1 - Dec 31
Chicago Professional Services 18	42	231%	Jan 1 - Dec 31
Chicago Professional Services 28	51	253%	Jan 1 - Dec 31
Chicago Professional Services 38	42	236%	Jan 1 - Dec 31
Chicago Professional Services 48	48	252%	Jan 1 - Dec 31
Dallas Manufacturing 01	57	307%	Jan 1 - Dec 31
Dallas Manufacturing 11	55	302%	Jan 1 - Dec 31
Dallas Manufacturing 21	54	280%	Jan 1 - Dec 31
Dallas Manufacturing 31	94	201%	Jan 1 - Dec 31
Dallas Manufacturing 41	57	319%	Jan 1 - Dec 31
Denver Retail 09	45	153%	Jan 1 - Dec 31
Denver Retail 19	53	166%	Jan 1 - Dec 31
Denver Retail 29	46	180%	Jan 1 - Dec 31
Denver Retail 39	48	150%	Jan 1 - Dec 31
Denver Retail 49	54	152%	Jan 1 - Dec 31
Just Cause Insurance Services	0	0%	Jan 1 - Dec 31
Lawton Field Services 02	47	117%	Jan 1 - Dec 31
Lawton Field Services 12	41	132%	Jan 1 - Dec 31
Lawton Field Services 22	45	160%	Jan 1 - Dec 31
Lawton Field Services 32	48	133%	Jan 1 - Dec 31
Lawton Field Services 42	41	107%	Jan 1 - Dec 31
Los Angeles Technology 05	45	213%	Jan 1 - Dec 31
Los Angeles Technology 15	42	202%	Jan 1 - Dec 31
Los Angeles Technology 25	45	204%	Jan 1 - Dec 31
Los Angeles Technology 35	46	217%	Jan 1 - Dec 31
Los Angeles Technology 45	46	200%	Jan 1 - Dec 31
Miami Manufacturing 06	58	298%	Jan 1 - Dec 31
Miami Manufacturing 16	55	333%	Jan 1 - Dec 31
Miami Manufacturing 26	56	289%	Jan 1 - Dec 31
Miami Manufacturing 36	57	291%	Jan 1 - Dec 31
Miami Manufacturing 46	58	300%	Jan 1 - Dec 31
New York Field Services 07	43	98%	Jan 1 - Dec 31
New York Field Services 17	42	129%	Jan 1 - Dec 31
New York Field Services 27	48	125%	Jan 1 - Dec 31
New York Field Services 37	40	118%	Jan 1 - Dec 31
New York Field Services 47	45	133%	Jan 1 - Dec 31
Phoenix Professional Services 03	50	250%	Jan 1 - Dec 31
Phoenix Professional Services 13	44	255%	Jan 1 - Dec 31
Phoenix Professional Services 23	44	261%	Jan 1 - Dec 31
Phoenix Professional Services 33	47	234%	Jan 1 - Dec 31
Phoenix Professional Services 43	42	245%	Jan 1 - Dec 31

Compliance Deadlines

Medicare Part D Creditable Coverage online disclosure to CMS (within 60 days of plan year start; re-file within 30 days of termination or creditability change)
Phoenix Professional Services 03
0d
Due Mar 2, 2026
Medicare Part D Creditable Coverage online disclosure to CMS (within 60 days of plan year start; re-file within 30 days of termination or creditability change)
Los Angeles Technology 05
0d
Due Mar 2, 2026
Medicare Part D Creditable Coverage online disclosure to CMS (within 60 days of plan year start; re-file within 30 days of termination or creditability change)
Lawton Field Services 02
0d
Due Mar 2, 2026
Medicare Part D Creditable Coverage online disclosure to CMS (within 60 days of plan year start; re-file within 30 days of termination or creditability change)
Dallas Manufacturing 01
0d
Due Mar 2, 2026
Medicare Part D Creditable Coverage online disclosure to CMS (within 60 days of plan year start; re-file within 30 days of termination or creditability change)
Albuquerque Retail 04
0d
Due Mar 2, 2026
Medicare Part D Creditable Coverage online disclosure to CMS (within 60 days of plan year start; re-file within 30 days of termination or creditability change)
Miami Manufacturing 06
0d
Due Mar 2, 2026

View compliance calendar

Recent Activity

TenantHandoffCode created
Minted cross-tenant handoff to Acme Corp (acme-corp)
20 days ago
TenantHandoffCode created
Minted cross-tenant handoff to Acme Corp (acme-corp)
20 days ago
TenantHandoffCode created
Minted cross-tenant handoff to Acme Corp (acme-corp)
20 days ago
Document document_access
Downloaded document: Phoenix Professional Services 13 — CORRESPONDENCE 2026.txt
22 days ago
Document document_access
Downloaded document: Miami Manufacturing 06 — CENSUS 2026.txt
22 days ago

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