Overdue DMI
0
⚠ Immediate action needed
Open Tasks
0
📋 Across all queues
Completed Today
0
✅ Submitted today
Completed This Week
0
📅 This week
Task Queues
Self-Assign
0
DMI Resolution
→Self-Assign
0
AOR Recovery
→0
Payments
→0
ID Cards
→0
1095-A
→0
Callback Queue
→0
Message Queue
→—
Log Task
→Recent Activity
No activity yet this session
0Available
0Mine
— tasks
| Lead ID | FFM ID | Sales Agent | DMI Type | DMI Status | Due Date | Days Left | Tier | Status | Claimed By |
|---|
0Available
0Mine
— tasks
| Lead ID | Sales Agent | Task Type | HealthSherpa | Status | Claimed By |
|---|
— tasks
| Lead ID | Sales Agent | Carrier | Payment Date | Payment Status | Date Reviewed | Contact Count | Notes |
|---|
— tasks
| Lead ID | Sales Agent | Carrier | Outcome | Date Reviewed | Delivery Method | Contact Count | Notes |
|---|
— tasks
| Lead ID | Sales Agent | Carrier | Outcome | Date Reviewed | Delivery Method | Contact Count | Notes |
|---|
— tasks
| Date | Lead ID | Sales Agent | Task Needed | Outcome | Date Reviewed | Contact Count | Notes |
|---|
— tasks
| Date | Lead ID | Sales Agent | Task Needed | Outcome | Date Reviewed | Contact Count | Notes |
|---|
Log a Task
Use this when you find a task that wasn't assigned to you
Import Tasks
Upload an Excel or CSV file to push tasks into a queue. Agents see tasks immediately after refresh.
Drop file here or click to browse
Supports .xlsx, .xls, .csv
— records
| Date | Submitted By | Lead ID | Sales Agent | Task Type | Outcome | Date Reviewed | CS Agent | Contacts | Notes |
|---|