Medicare Agency Dashboard

226

Total Sales

Target: 500 -274

200

Actual Sales

Target: 540 -340

$31,048

Total Spend

Target: $50,000 -$18,952

Ancillaries

Target: 40 +9 ✓

$155.24

Net CPS

Target: $110 +$45.24

$137.38

Client CPS

Target: $125 +$12.38

Weekly Target Tracking

Metric

Actual

Target

Delta

Total Spend

$31,048

$50,000

-$18,952

Sales

226

500

-274

Ancillaries

+9 ✓

Re-Writes

-18

Actual Sales

200

540

-340

Daily Performance

Mon

5/18

$6,155

$157.82 net

Tue

5/19

$6,634

$165.85 net

Wed

5/20

$6,814

$234.97 net

Thu

5/21

$6,529

$155.45 net

Fri

5/22

$4,916

$189.08 net

Sat

5/23

—

Sun

5/24

—

Cost Per Sale — Daily

Metric	Mon 5/18	Tue 5/19	Wed 5/20	Thu 5/21	Fri 5/22	Week Avg	Target	Status
Net CPS	$157.82	$165.85	$166.20	$155.45	$129.37	$155.24	$110.00	+$45.24 Over
Client CPS	$123.10	$138.21	$148.13	$128.02	$158.58	$137.38	$125.00	+$12.38 Over

Weekly Vendor Summary

Vendor Sales & Spend

Vertical Pulse (VP)

$17,325 spend · $180.47 CPS

We Generate (WG)

$6,328 spend · $129.14 CPS

Zeel Media (ZM)

102

$7,395 spend · $72.50 CPS

Referral / Age-In

$0 spend

JGG / My Health Angels

$0 spend

Weekly Totals by Day

Mon 5/18

$6,155

Tue 5/19

$6,634

Wed 5/20

$6,814

Thu 5/21

$6,529

Fri 5/22

$4,916

Lead Source Detail by Day

Mon 5/18

Tue 5/19

Wed 5/20

Fri 5/22

Week Total

Vendor	Leads	CPL	Spend	Sales	CPS	Close%	%Spend	%Sales
VP Primary	100	$33.00	$3,300	19	$173.68	19%	54%	38%
VP Ancillary	—	—	—	3	$0.00	—	0%	6%
VP Total	100	$33.00	$3,300	22	$150.00	22%	54%	44%
WG Primary	45	$28.00	$1,260	8	$157.50	18%	20%	16%
WG Ancillary	—	—	—	2	$0.00	—	0%	4%
WG Total	45	$28.00	$1,260	10	$126.00	22%	20%	20%
Referral / Age-In	—	$0.00	$0.00	2	$0.00	—	0%	4%
ZM Primary	11	$145.00	$1,595	11	$145.00	100%	26%	22%
ZM Ancillary	—	$0.00	$0.00	5	$0.00	—	0%	10%
ZM Total	11	$145.00	$1,595	16	$99.69	145%	26%	32%
TOTAL	156	$39.46	$6,155	50	$123.10	32%	100%	100%

Vendor	Leads	CPL	Spend	Sales	CPS	Close%	%Spend	%Sales
VP Primary	125	$33.00	$4,125	20	$206.25	16%	62%	42%
VP Ancillary	—	—	—	2	$0.00	—	0%	4%
VP Total	125	$33.00	$4,125	22	$187.50	18%	62%	46%
WG Primary	43	$28.00	$1,204	8	$150.50	19%	18%	17%
WG Ancillary	—	—	—	0	—	—	0%	0%
WG Total	43	$28.00	$1,204	8	$150.50	19%	18%	17%
Referral / Age-In	—	$0.00	$0.00	4	$0.00	—	0%	8%
ZM Primary	9	$145.00	$1,305	9	$145.00	100%	20%	19%
ZM Ancillary	—	$0.00	$0.00	5	$0.00	—	0%	10%
ZM Total	9	$145.00	$1,305	14	$93.21	156%	20%	29%
TOTAL	177	$37.48	$6,634	48	$138.21	27%	100%	100%

Vendor	Leads	CPL	Spend	Sales	CPS	Close%	%Spend	%Sales
VP Primary	100	$33.00	$3,300	12	$275.00	12%	48%	26%
VP Ancillary	—	—	—	7	$0.00	—	0%	15%
VP Total	100	$33.00	$3,300	19	$173.68	19%	48%	41%
WG Primary	53	$28.00	$1,484	9	$164.89	17%	22%	20%
WG Ancillary	—	—	—	2	$0.00	—	0%	4%
WG Total	53	$28.00	$1,484	11	$134.91	21%	22%	24%
Referral / Age-In	—	$0.00	$0.00	0	—	—	0%	0%
ZM Primary	14	$145.00	$2,030	12	$169.17	86%	30%	26%
ZM Ancillary	—	$0.00	$0.00	4	$0.00	—	0%	9%
ZM Total	14	$145.00	$2,030	16	$126.88	114%	30%	35%
TOTAL	167	$40.80	$6,814	46	$148.13	28%	100%	100%

Vendor	Leads	CPL	Spend	Sales	CPS	Close%	%Spend	%Sales
VP Primary	100	$33.00	$3,300	13	$253.85	13%	67%	42%
VP Ancillary	—	—	—	2	$0.00	—	0%	6%
VP Total	100	$33.00	$3,300	15	$220.00	15%	67%	48%
WG Primary	37	$28.00	$1,036	7	$148.00	19%	21%	23%
WG Ancillary	—	—	—	0	—	—	0%	0%
WG Total	37	$28.00	$1,036	7	$148.00	19%	21%	23%
Referral / Age-In	—	$0.00	$0.00	1	$0.00	—	0%	3%
ZM Primary	4	$145.00	$580	6	$96.67	150%	12%	19%
ZM Ancillary	—	$0.00	$0.00	2	$0.00	—	0%	6%
ZM Total	4	$145.00	$580	8	$72.50	200%	12%	26%
TOTAL	141	$34.87	$4,916	31	$158.58	22%	100%	100%

Vendor	Mon	Tue	Wed	Thu	Fri	Week Total
VP Primary	19	20	12	12	13	76
VP Ancillary	3	2	7	6	2	20
VP Total	22	22	19	18	15	96
WG Primary	8	8	9	9	7	41
WG Ancillary	2	0	2	4	0	8
WG Total	10	8	11	13	7	49
Referral / Age-In	2	4	0	0	1	7
ZM Primary	11	9	12	15	6	53
ZM Ancillary	5	5	4	5	2	21
ZM Total	16	14	16	20	8	74
TOTAL	50	48	46	51	31	226

Agency Performance — Weekly

Agency	Mon Sales	Tue Sales	Wed Sales	Thu Sales	Fri Sales	Wk Total	Mon Anc	Tue Anc	Wed Anc	Fri Anc	Wk Anc
FFIA	16	17	15	13	19	80	4	5	9	3	27
Remote	21	19	21	21	11	93	5	3	4	1	22
Rubin	3	3	1	2	1	10	1	1	0	0	2
Total	40	39	37	36	31	183	10	9	13	4	51

Weekly Carrier Mix — Company Total (183 Sales)

WellCare

Aetna

16%

Anthem

Humana

19%

UHC

28%

Cigna

Devoted

21%

Scan

Carrier Breakdown by Agency — Weekly

Agency	WellCare	Aetna	Anthem	Humana	UHC	Cigna	Devoted	Scan	Total	%
Home Office (FFIA)	4	14	2	8	24	7	17	5	81	44.3%
Remote	5	16	1	23	26	2	21	1	95	51.9%
Rubin	0	0	0	4	2	0	1	0	7	3.8%
Company Total	9	30	3	35	52	9	39	6	183	100%
Mix %	5%	16%	2%	19%	28%	5%	21%	3%

Carrier Breakdown by Day

Mon 5/18

Tue 5/19

Wed 5/20

Fri 5/22

Agency	WellCare	Aetna	Anthem	Humana	UHC	Cigna/Molina	Devoted	CP/Scan	Total
FFIA	1	2	1	2	9	0	2	0	17
Remote	1	3	0	4	8	2	5	0	23
Rubin	0	0	0	0	0	0	0	0	0
Total	2	5	1	6	17	2	7	0	40
Mix%	5%	13%	3%	15%	43%	5%	18%	0%

Agency	WellCare	Aetna	Anthem	Humana	UHC	Cigna/Molina	Devoted	CP/Scan	Total
FFIA	2	3	0	1	4	2	5	0	17
Remote	2	2	0	7	3	0	5	0	19
Rubin	0	0	0	2	1	0	0	0	3
Total	4	5	0	10	8	2	10	0	39
Mix%	10%	13%	0%	26%	21%	5%	26%	0%

Agency	WellCare	Aetna	Anthem	Humana	UHC	Cigna	Devoted	CP/Scan	Total
FFIA	0	3	0	2	2	0	6	2	15
Remote	1	6	0	3	5	0	6	0	21
Rubin	0	0	0	0	1	0	0	0	1
Total	1	9	0	5	8	0	12	2	37
Mix%	3%	24%	0%	14%	22%	0%	32%	5%

Agency	WellCare	Aetna	Anthem	Humana	UHC	Cigna/Molina	Devoted	CP/Scan	Total
FFIA	1	4	1	0	6	3	1	3	19
Remote	1	1	0	5	2	0	2	0	11
Rubin	0	0	0	0	0	0	1	0	1
Total	2	5	1	5	8	3	4	3	31
Mix%	6%	16%	3%	16%	26%	10%	13%	10%

Ancillary Breakdown — Weekly

Agency	Total Ancillaries	% of Total
Home Office (FFIA)	27	52.9%
Remote	22	43.1%
Rubin	2	3.9%
Company Total	51	100%