Clients
| Client | Group | Products | Monthly | Latest app |
|---|
No clients yet
Upload your book to see your clients here.
Taken rate
Every policy, counted once
The rate counts health apps by the month they were submitted, three months behind, the way USHA's report does. UW apps for clients over 49 and anything that is not a health plan are left out.
Write it once, then choose who gets it: people you pick, or groups by status, product and more.
Message
Who gets it
Someone is included when one of their policies matches every status, product and line you tick, and they are in one of the groups and states you tick. People you pick from Clients are always included.
Picked by hand
Group
Status
Product
Line
State
Recipients
0Tick a group, status or product, or pick people from Clients.
Preview
Drafts
Coming up
Dates are worked out from rules each yearUpload a book
A client file from USHA, in the template's columns. The first upload sends nothing to anyone.
Whose book
Your book
What this file does
Adding writes the clients and policies as the starting point. No email or text starts from it.
Recent uploads
Profile
Your signature on every email: your photo, your name, how to reach you and your Google reviews.
Your details
Your headshot
Your signature
Exactly as it appears under every email Afterclose writes for you.
Agents
Everyone on Afterclose. Opening an agent's book is logged and the agent can see it.
| Agent | Address | Mode | Clients | Policies | Joined | Last upload |
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