I'm at the Top of the Agent Tree
IMO
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
The leading health distribution management system for insurance marketers (FMOs, IMOs), carriers and service providers.
E123
I need to Onboard a new agency
Onboarding
I'm the first level below the IMO
SubAgency 1
A tool for … sales leads/customers
Salesforce
An Agent tree with 1 to 2000 Members, represents small agencies with lower membership and potentially lower ARR
Direct Tier
I need to add a product to sell
Agency Services
I'm a person who has positive billing for the first time
New Member
I'm Having issues with Heathos Elevate
Enablement (Training Department)
I have positive billing but not a new member
Renewal Member
I'm the average number of new members added in a quarter
New Member Rolling Average