AS OF 7-26-24 COMPLETED AND IN PROCESS
AGENT STATUS
PROGRESS TOWARDS THE FUTURE
| AGENT | REGION | AEP CERTIFICATION | PLAN ENROLL REGISTERED | LEAD CENTER ENROLLED | PURL ENROLLED | CUSTOM PHONE OBTAINED | PAW - AGENT WEBSITE CUSTOMIZED | CLIENT & PROSPECT DATA UPLOADED | WATCH TRAINING VIDEOS ( 5+) | DATE COMPLETED |
|---|---|---|---|---|---|---|---|---|---|---|
| Joe Frommling | 5 Star | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 8/5/2024 |
| Amy Morgan | Sunbelt | Yes | Yes | Yes | ||||||
| Kamran Zoghi | Capital | Yes | Yes | |||||||
| Andrew McDonald | Great Lakes - East | Yes | Yes | Yes | ||||||
| David Heckler | MidAmerica | Yes | Yes | |||||||
| Sadie Carr | MidSouth | Yes | Yes | Yes | ||||||
| Kathe Warner | Sunbelt | |||||||||
| Brett Tomlinson | Sunbelt | Yes | Yes | Yes |