Agent Home is now a prioritized action queue. Instead of a static dashboard, you'll see the specific contacts and items that need your attention, ranked by priority, each linking directly to where the work gets done.
Overview
Agent Home is organized into three main sections, side by side: Growth Opportunities, Retention Risks, and Contracts & Licenses. Each row shows a contact or item, a status label, and a View link that takes you straight to where you take action. Below the three sections, a collapsed line shows your open support requests and reminders; click it to expand.
Growth Opportunities
This section focuses on leads and cross-sell opportunities. It includes:
Contacts turning 65
New leads
Click View on any row to go to that contact's page. Click View all growth opportunities for the full list.
Retention Risks
This section flags clients at risk of leaving, so you can reach out before you lose them. It includes:
Future terms and plan exits
Recent terms
Formulary changes
Drug tier changes
Significant cost changes
Click View on any row to go to that contact's page. Click View all retention risks for the full list.
Contracts & Licenses
This section surfaces anything that needs your attention on the contracting and licensing side:
Contract follow-ups
Expiring licenses
Contract follow-ups link to your Contracts & Licenses page. Expiring licenses link to the Licenses tab of that page. Click View all contracts for the full list.
Support & Reminders
Below the three main sections, you'll see a line showing your open support request and reminder counts. Click it to expand into two lists:
Support, showing your active support requests
Reminders, showing your open reminders
Each row links to the corresponding support request or reminder. Click View all support requests or View all reminders for the full list.
Onboarding
The onboarding checklist you used to see on your Back Office or Contacts page has moved. It's now part of Agent Home, so you'll complete it right where you land after logging in.
Field Agents
If you're a new field agent, you'll see a progress bar at the top of your homepage after completing your Carrier Contract Request (CCR). Your Growth Opportunities section will show a checklist item to upload your book of business until that's done. Completing every onboarding step unlocks your full homepage.
Your Contacts page still has its own Book of Business upload section, separate from this checklist. Uploading through Agent Home doesn't replace that.
LOA Agents
If you're a new LOA agent, you now have a homepage too. You'll see the same three sections stacked in the left column, with your leaderboard built into the right column. While you're waiting on your AP's Book of Business approval, your Growth Opportunities section will show a pending message instead of live opportunities.