Reports
Return to Medicare Leads
| Report Name | Description |
|---|---|
| Medicare Advantage Book of Business Report | Full roster of all active and future enrolled members with demographic, plan, and broker alignment data. |
| Medicare Advantage Disenrollment Report | Disenrolled member roster with date and reason for disenrollment. |
| Medicare Advantage Applications Pending Report | Applications on hold pending approval or denial. |
| Opportunities by Stage Report | List of all open opportunities with stage and close date. |
Return to all reports
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Medicare Advantage Book of Business Report
Full roster of all active and future enrolled members with demographic, plan, and broker alignment data.
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Medicare Advantage Disenrollment Report
Disenrolled member roster with date and reason for disenrollment.
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Medicare Advantage Applications Pending Report
Applications on hold pending approval or denial.
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Opportunities by Stage Report
List of all open opportunities with stage and close date.
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This report is updated daily. Results may be delayed up to two days due to system processing.
You will download the full report with all columns displayed by selecting "Download report"
