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 |