Agency intake assessment
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Is every writing agent allowed to sell what they sold?
No. 27 policies were sold without ready-to-sell status.
RTS means ready to sell: appointed and certified with the carrier for that state and year. These policies are kept out of the load files until fixed.
RTS gaps to fix
RTS-001RTS-001:policies:crm_export:426Agent 1884412, Harborline TX 2026
crm_export.csv row 426
The writing agent is not ready to sell Harborline in TX for 2026. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:1196Agent 29898923, Harborline CO 2024
crm_export.csv row 1196
The writing agent is not ready to sell Harborline in CO for 2024. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:105Agent 29898923, Harborline CO 2025
crm_export.csv row 105
The writing agent is not ready to sell Harborline in CO for 2025. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:1297Agent 32244663, Northwind Health MO 2026
crm_export.csv row 1297
The writing agent is not ready to sell Northwind Health in MO for 2026. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:184Agent 37231783, Harborline OH 2023
crm_export.csv row 184
The writing agent is not ready to sell Harborline in OH for 2023. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:1020Agent 37231783, Harborline OH 2024
crm_export.csv row 1020
The writing agent is not ready to sell Harborline in OH for 2024. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:2135Agent 4356886, Bluepeak DE 2022
crm_export.csv row 2135
The writing agent is not ready to sell Bluepeak in DE for 2022. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:1588Agent 4356886, Bluepeak DE 2023
crm_export.csv row 1588
The writing agent is not ready to sell Bluepeak in DE for 2023. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:2084Agent 4356886, Bluepeak DE 2024
crm_export.csv row 2084
The writing agent is not ready to sell Bluepeak in DE for 2024. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:2453Agent 4356886, Bluepeak DE 2024
crm_export.csv row 2453
The writing agent is not ready to sell Bluepeak in DE for 2024. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:2313Agent 4356886, Bluepeak DE 2025
crm_export.csv row 2313
The writing agent is not ready to sell Bluepeak in DE for 2025. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:180Agent 4356886, Summit Health Plans KY 2026
crm_export.csv row 180
The writing agent is not ready to sell Summit Health Plans in KY for 2026. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:1382Agent 5265799, Cardinal Mutual ID 2022
crm_export.csv row 1382
The writing agent is not ready to sell Cardinal Mutual in ID for 2022. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:2272Agent 5265799, Cardinal Mutual ID 2023
crm_export.csv row 2272
The writing agent is not ready to sell Cardinal Mutual in ID for 2023. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:1484Agent 5265799, Cardinal Mutual ID 2024
crm_export.csv row 1484
The writing agent is not ready to sell Cardinal Mutual in ID for 2024. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:2069Agent 5265799, Cardinal Mutual ID 2025
crm_export.csv row 2069
The writing agent is not ready to sell Cardinal Mutual in ID for 2025. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:1751Agent 54100814, Cardinal Mutual KS 2024
crm_export.csv row 1751
The writing agent is not ready to sell Cardinal Mutual in KS for 2024. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:55Agent 61291817, Meridian Care AK 2022
crm_export.csv row 55
The writing agent is not ready to sell Meridian Care in AK for 2022. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:53Agent 61291817, Meridian Care AK 2024
crm_export.csv row 53
The writing agent is not ready to sell Meridian Care in AK for 2024. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:703Agent 61291817, Meridian Care AK 2025
crm_export.csv row 703
The writing agent is not ready to sell Meridian Care in AK for 2025. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:268Agent 61855700, Summit Health Plans MN 2024
crm_export.csv row 268
The writing agent is not ready to sell Summit Health Plans in MN for 2024. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:2494Agent 6831819, Cardinal Mutual DC 2022
crm_export.csv row 2494
The writing agent is not ready to sell Cardinal Mutual in DC for 2022. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:401Agent 6831819, Cardinal Mutual DC 2024
crm_export.csv row 401
The writing agent is not ready to sell Cardinal Mutual in DC for 2024. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:2065Agent 6831819, Summit Health Plans NY 2026
crm_export.csv row 2065
The writing agent is not ready to sell Summit Health Plans in NY for 2026. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:1095Agent 97102525, Bluepeak UT 2025
crm_export.csv row 1095
The writing agent is not ready to sell Bluepeak in UT for 2025. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:2484Agent 97102525, Bluepeak UT 2026
crm_export.csv row 2484
The writing agent is not ready to sell Bluepeak in UT for 2026. Fix: Obtain RTS or reassign writing agent
RTS-001RTS-001:policies:crm_export:2458Agent 97102525, Meridian Care NY 2025
crm_export.csv row 2458
The writing agent is not ready to sell Meridian Care in NY for 2025. Fix: Obtain RTS or reassign writing agent
| Agent (NPN) | Policies written | RTS held | Gaps |
|---|---|---|---|
| 10583482 | 96 | 80 combinations | None |
| 11576383 | 94 | 78 combinations | None |
| 13981052 | 102 | 82 combinations | None |
| 1884412 | 137 | 102 combinations | 1 gap |
| 29898923 | 104 | 78 combinations | 2 gaps |
| 32244663 | 105 | 56 combinations | 1 gap |
| 33857966 | 138 | 56 combinations | None |
| 37231783 | 85 | 89 combinations | 2 gaps |
| 43339391 | 115 | 74 combinations | None |
| 4356886 | 93 | 77 combinations | 5 gaps |
| 44524491 | 105 | 67 combinations | None |
| 5265799 | 103 | 52 combinations | 4 gaps |
| 54100814 | 110 | 91 combinations | 1 gap |
| 61291817 | 130 | 95 combinations | 3 gaps |
| 61855700 | 86 | 76 combinations | 1 gap |
| 6831819 | 110 | 97 combinations | 3 gaps |
| 7150444 | 110 | 84 combinations | None |
| 74197857 | 115 | 59 combinations | None |
| 77125617 | 107 | 89 combinations | None |
| 78490893 | 110 | 60 combinations | None |
| 90949389 | 106 | 79 combinations | None |
| 94702683 | 108 | 84 combinations | None |
| 97102525 | 117 | 104 combinations | 3 gaps |
| 99847493 | 96 | 55 combinations | None |
- Held and used: Ready to sell, and sold
- Held but unused: Ready to sell, nothing sold yet
- Used without RTS: Sold before being ready to sell
| Agent (NPN) | Bluepeak AK 2024 | Bluepeak AK 2025 | Bluepeak AK 2026 | Bluepeak AL 2022 | Bluepeak AL 2023 | Bluepeak AL 2024 | Bluepeak AL 2025 | Bluepeak AL 2026 | Bluepeak AR 2023 | Bluepeak AR 2024 | Bluepeak AR 2025 | Bluepeak AR 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 10583482 | None | None | None | None | None | None | None | None | None | None | None | None |
| 11576383 | None | None | None | None | None | None | None | None | None | None | None | None |
| 13981052 | None | None | None | None | None | None | None | None | None | None | None | None |
| 1884412 | None | None | None | Held and used2 policies | Held and used1 policy | Held but unused0 policies | Held and used2 policies | Held and used2 policies | None | None | None | None |
| 29898923 | None | None | None | None | None | None | None | None | None | None | None | None |
| 32244663 | None | None | None | None | None | None | None | None | None | None | None | None |
| 33857966 | None | None | None | None | None | None | None | None | None | None | None | None |
| 37231783 | None | None | None | None | None | None | None | None | None | None | None | None |
| 43339391 | None | None | None | None | None | None | None | None | None | None | None | None |
| 4356886 | None | None | None | None | None | None | None | None | None | None | None | None |
| 44524491 | None | None | None | None | None | None | None | None | Held and used3 policies | Held and used3 policies | Held and used2 policies | Held and used3 policies |
| 5265799 | None | None | None | None | None | None | None | None | None | None | None | None |
| 54100814 | None | None | None | None | None | None | None | None | None | None | None | None |
| 61291817 | Held and used2 policies | Held and used1 policy | Held and used2 policies | None | None | None | None | None | None | None | None | None |
| 61855700 | None | None | None | None | None | None | None | None | None | None | None | None |
| 6831819 | None | None | None | None | None | None | None | None | None | None | None | None |
| 7150444 | None | None | None | None | None | None | None | None | None | None | None | None |
| 74197857 | None | None | None | None | None | None | None | None | None | None | None | None |
| 77125617 | None | None | None | None | None | None | None | None | None | None | None | None |
| 78490893 | None | None | None | None | None | None | None | None | None | None | None | None |
| 90949389 | None | None | None | None | None | None | None | None | None | None | None | None |
| 94702683 | None | None | None | None | None | None | None | None | None | None | None | None |
| 97102525 | None | None | None | None | None | None | None | None | None | None | None | None |
| 99847493 | None | None | None | None | None | None | None | None | None | None | None | None |