My360 - Agent Workspace

My360 – Agent Workspace is the field app for licensed sales agents of My360 Health, a Medicare insurance agency in South Florida. It puts the agent's whole book of business in their pocket and keeps every client interaction compliant. WHAT YOU CAN DO Contacts See every client and prospect with their plan, carrier, effective date and contact history. Add a client in seconds, send a health assessment link, or open a Scope of Appointment for signature. Leads Work your assigned leads from a single queue: call next, follow-ups, contacted, sold or not interested. Aged-data lists show each person's Medicare start date so you know when their window opens. Reminders Automatic follow-ups off each policy's effective date, plus your own. Overdue items show on the app badge so nothing slips during AEP. Goals Set a target for a month, AEP, OEP or the rest of the year. The app counts applications by effective date and shows your pace and revenue potential. Carriers Every carrier you are appointed with, your ready-to-sell status by plan year, portal links and agent support lines. Field Partners A map of 1,700+ senior venues across Miami-Dade, Broward and Palm Beach, with a visit log so you know where you have been and where to go next. Marketing Compliance-approved flyers, postcards, business cards and social pieces, filled in with your details and QR code, ready to print or share. Agency view Agency principals see the roster, contract requests, production, commissions and lead distribution for their downline, including sub-agencies. Newsfeed Agency announcements, carrier updates and team posts in one place. COMPLIANCE FIRST Scope of Appointment and permission-to-contact records are captured with time and wording. Every marketing piece carries the required CMS disclaimer. Client data stays inside the workspace. WHO IT IS FOR This app is for licensed agents contracted with My360 Health. You sign in with the mobile number on file with the agency. If you are a Medicare beneficiary looking for help with your coverage, visit my360ia.com. My360 Insurance Agency LLC, d/b/a My360 Health. Not connected with or endorsed by the U.S. government or the federal Medicare program.