Sample Data Mode — Connect CRM to display live client, plan, and opportunity data
+ New Medicare Client
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👤 Client Info
🏥 Medicare Info
📍 Address
Worlds by LegacyOne

Medicare World

Clients, plans, annual reviews, SOAs, Plan Intelligence, and AI-powered opportunities — in one workspace.

☀️ AI Morning Brief

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🌞 Sun City, AZ
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🎯 Today’s Mission

Mission Score

94/100

High-value day based on revenue, retention, and compliance signals.

Revenue Opportunity

$6,840

Estimated across reviews, renewals, and enrollments.

AI Confidence

96%

Based on client activity, plan changes, and workflow status.

📞 Call John Smith first
PCP network change detected · Annual review due · Retention value: $2,100
High
📋 Review Mary Jones application
Application pending · SOA should be verified · Drug savings possible
High
📊 Compare Robert Garcia PPO options
Cardiologist compatibility needs review · 3 plans to compare
Medium

🔌 Agency Radar

Projected Revenue

$18,450

This month

Compliance Items

4

Need review

Clients At Risk

7

Retention watch

Turning 65 Pipeline

23

Next 90 days

⚡ Quick Actions

👥 My Clients 🔍 Provider Lookup 💊 Drug Lookup

👤 Recent Clients

John Smith
Maricopa County · Annual Review
UHC
Mary Jones
Maricopa County · Application
Humana
Robert Garcia
Maricopa County · Active
Aetna

📅 Today’s Schedule

John Smith
Medicare Review
9:00 AM
Mary Jones
Application Follow-Up
11:30 AM
Robert Garcia
Plan Comparison
2:00 PM

🧠 Plan Intelligence

Plan Library

AARP Medicare Advantage CA-006P
UnitedHealthcare · Riverside / San Bernardino
Updated
AARP Medicare Advantage CA-021P
UnitedHealthcare · California
Updated

Plan Match Matrix

CA-006P
Doctors verified · Drugs need review
92%
CA-021P
Doctors need review · Drugs covered
86%

💡 Opportunity Engine

12 Annual Reviews Due
Clients have not had an annual review in over 11 months.
High
Doctor Network Changes
Eight clients have physicians leaving a carrier network.
High
Prescription Savings
Five clients could lower annual drug costs based on updated formularies.
Medium

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Worlds · Medicare World · LegacyOne
🏥
New Medicare Client
Medicare Insurance Profile
👤 Contact Information
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📝 Lead Info & Notes