Who Am I
What is My Plan
What A Tool
To Be or Not To Be
Who Has My Back
100

I'm at the Top of the Agent Tree

IMO

100

This coverage provides temporary, more affordable health coverage to fill gaps when comprehensive insurance is not available. They come with limitations, especially regarding pre-existing conditions.

STM

100

The leading health distribution management system for insurance marketers (FMOs, IMOs), carriers and service providers.

E123

100

I need to Onboard a new agency

Onboarding

200

I'm the first level below the IMO

SubAgency 1

200

A tool for … sales leads/customers

Salesforce

200

An Agent tree with 1 to 2000 Members, represents small agencies with lower membership and potentially lower ARR

Direct Tier

200

I need to add a product to sell

Agency Services

300

I'm a person who has positive billing for the first time

New Member

300

I am used for monitoring onboarding  and many other process's

300

I'm Having issues with Heathos Elevate

Enablement (Training Department)

400

I have positive billing but not a new member

Renewal Member

500

I'm the average number of new members added in a quarter

New Member Rolling Average

M
e
n
u