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📊 Daily Report
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Annual Enrollment Period — September 1 through December 7
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🤖 Auto-Assign Clients
📋 Audit Log
AEP Starts
—
Sep 1
AEP Ends
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Dec 7
Review Progress
0%
0 of 0 reviews completed
Total Clients
—
AEP eligible
Reviews Done
—
this year
Reviews Pending
—
need attention
High Risk
—
likely to switch
Carrier Alerts
—
plan changes flagged
Client Reviews
Carrier Alerts
Agent Workload
Audit Log
All Risk Levels
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High
Medium
Low
All Statuses
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Review Done
All Agents
Client
Carrier
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Review
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📊 Agent Review Load
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Outreach Type
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Status
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Delivered
Responded
No Answer
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Notes (optional)
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Flag carrier plan changes that affect enrolled clients
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Carrier *
Plan Name
Change Type
Benefit Change
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Severity
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Description *
Affected County (optional)
📊 AEP Daily Progress Report
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