FMO / IMO · Great Lakes Marketing Group (fictional)
A call program for your whole downline
Five agencies and sixty agents across Michigan, Ohio, Indiana, Florida and Texas. Brand the portal, split volume and budget between agencies, roll production up any way you like, and catch expiring licenses before they cost you calls. All figures are simulated.
Your branded portal
What your agencies and agents see. Your logo, your color, your domain.
Great Lakes Marketing Group
calls.greatlakes-mg.example
Welcome back. 3 Medicare calls are waiting for licensed agents in your states.
Powered by Easy Engage Hub
Recruiting funnel
New agents coming through Get Licensed, month to date
- Interested148
- Enrolled in pre-licensing8658% of prior
- Passed state exam4451% of prior
- Licensed + AHIP2966% of prior
- Taking calls1966% of prior
Volume & budget allocation
Move one agency's share and the others rebalance, so the split always adds up to 100%.
| Agency | Share | Budget | Calls |
|---|---|---|---|
| Lakeshore Senior Benefits (MI) | % | $33,600 | 952 |
| Buckeye Benefit Advisors (OH) | % | $26,400 | 748 |
| Crossroads Health Partners (IN) | % | $18,000 | 510 |
| Suncoast Senior Group (FL) | % | $24,000 | 680 |
| Gulf Prairie Insurance (TX) | % | $18,000 | 510 |
| Total | 100% | $120,000 | 3,400 |
Roll-up report
Month to date across the whole downline. Cost per sale = spend on ALL calls ÷ sales.
Agents
60
Calls
5,859
65% billable
Sales
719
12.3% of calls
Spend
$135,194
Cost per sale
$188
| Agency | Agents | Calls | Billable | Sales | Conversion | Cost per sale |
|---|---|---|---|---|---|---|
| Suncoast Senior Group | 12 | 1,630 | 65% | 205 | 12.6% | $177 |
| Lakeshore Senior Benefits | 12 | 1,215 | 66% | 151 | 12.4% | $190 |
| Crossroads Health Partners | 12 | 1,044 | 64% | 132 | 12.6% | $183 |
| Gulf Prairie Insurance | 12 | 1,037 | 64% | 125 | 12.1% | $190 |
| Buckeye Benefit Advisors | 12 | 933 | 66% | 106 | 11.4% | $210 |
License & AHIP tracker
As of 2026-11-11. Agents with an expired license or AHIP stop receiving calls automatically.
| Agent | Agency | Licensed states | State license | AHIP |
|---|---|---|---|---|
| Derek Rourke | Suncoast Senior Group | FL, MI, IN | ✓ OK 2027-05-07 | ✕ Expired 35 days ago 2026-10-07 |
| Hector Rourke | Crossroads Health Partners | IN | ✓ OK 2028-03-14 | ✕ Expired 35 days ago 2026-10-07 |
| Luis Fairbanks | Lakeshore Senior Benefits | MI | ✓ OK 2027-01-27 | ✕ Expired 35 days ago 2026-10-07 |
| Olive Lockhart | Gulf Prairie Insurance | IN | ✓ OK 2027-12-23 | ✕ Expired 35 days ago 2026-10-07 |
| Sam Yates | Crossroads Health Partners | IN, FL | ✓ OK 2028-07-21 | ✕ Expired 35 days ago 2026-10-07 |
| Wendy Yates | Buckeye Benefit Advisors | OH, IN | ✓ OK 2028-07-04 | ✕ Expired 35 days ago 2026-10-07 |
| Ava Lockhart | Crossroads Health Partners | IN, TX | ✕ Expired 9 days ago 2026-11-02 | ✓ OK 2027-06-28 |
| Ava Yates | Gulf Prairie Insurance | TX, MI | ✕ Expired 9 days ago 2026-11-02 | ✓ OK 2027-06-22 |
| Nate Fairbanks | Suncoast Senior Group | FL, OH | ✕ Expired 9 days ago 2026-11-02 | ✓ OK 2027-02-18 |
| Nate Rourke | Buckeye Benefit Advisors | TX | ✕ Expired 9 days ago 2026-11-02 | ✓ OK 2027-10-02 |
| Olive Yates | Crossroads Health Partners | OH, MI, TX | ✓ OK 2027-01-27 | ! Expires in 6 days 2026-11-17 |
| Xavier Rourke | Lakeshore Senior Benefits | MI, IN | ✓ OK 2028-01-20 | ! Expires in 8 days 2026-11-19 |
| Frank Fairbanks | Gulf Prairie Insurance | TX | ✓ OK 2028-04-06 | ! Expires in 10 days 2026-11-21 |
| Irene Yates | Suncoast Senior Group | FL, MI, IN | ✓ OK 2027-09-14 | ! Expires in 10 days 2026-11-21 |
| Rosa Rourke | Buckeye Benefit Advisors | OH, FL, TX | ✓ OK 2027-05-31 | ! Expires in 10 days 2026-11-21 |
| Uma Yates | Buckeye Benefit Advisors | OH, FL | ✓ OK 2027-01-10 | ! Expires in 10 days 2026-11-21 |
| Carla Yates | Gulf Prairie Insurance | TX, FL | ✓ OK 2027-03-01 | ! Expires in 11 days 2026-11-22 |
| Vince Rourke | Gulf Prairie Insurance | TX | ! Expires in 17 days 2026-11-28 | ✓ OK 2027-06-27 |
| Wendy Lockhart | Suncoast Senior Group | MI, TX | ! Expires in 17 days 2026-11-28 | ✓ OK 2027-01-05 |
| Xavier Fairbanks | Crossroads Health Partners | IN, OH | ! Expires in 17 days 2026-11-28 | ✓ OK 2027-07-11 |
| Yara Yates | Buckeye Benefit Advisors | OH, MI | ! Expires in 17 days 2026-11-28 | ✓ OK 2027-08-15 |
| Zack Rourke | Lakeshore Senior Benefits | MI, OH, IN | ! Expires in 17 days 2026-11-28 | ✓ OK 2027-02-10 |
| Luis Rourke | Crossroads Health Partners | IN, OH | ✓ OK 2027-02-22 | ! Expires in 19 days 2026-11-30 |