Agency owner · Lakeshore Senior Benefits (fictional)

Run your call floor from one screen

Twelve agents, one shared wallet. Calls route to the longest-idle agent who is licensed in the caller's state, inside their shift and under their caps. Watch the floor live, set per-agent budgets, and review production and QA. Everything here is simulated.

Online · ready

of 12 agents

On call now

Connected (this session)

Simulated

Rejected, not paid

No eligible agent

Wallet remaining

$4,750

$1,750 spent today

Agent roster

Licenses, AHIP and live status. Status updates with the floor below.

Agent	Licensed states	AHIP	Status	Shift (weekdays, ET)	Calls today
Rachel Moreno	MIOHIN	AHIP current	Online · ready	8a–8p	7
Darnell Price	MIIL	AHIP current	On call	9a–6p	5
Sophie Lindqvist	MIWI	AHIP current	Online · ready	9a–5p	4
Marcus Bell	OHINMI	AHIP current	Online · ready	8a–5p	6
Priya Natarajan	FLMI	AHIP current	On call	10a–7p	6
Tom Okafor	OH	AHIP current	Idle · not taking calls	9a–5p	3
Lena Fischer	MIINIL	AHIP expired	Online · ready	9a–6p	0
Jamal Carter	MIOH	AHIP current	Online · ready	12p–8p	0
Grace Whitfield	FL	AHIP current	Online · ready	8a–8p	5
Victor Ramos	WIILMI	AHIP current	Online · ready	8a–4p	8
Hannah Cole	MIOHINFL	AHIP pending	Idle · not taking calls	9a–5p	0
Owen Brandt	INOH	AHIP current	On call	8a–5p	6

Live floor

Simulated · Tuesday, 11:00 AM ET · $35 per call

IncomingWaiting for the next call…

Rachel Moreno

MI · OH · IN

Online · readyidle 5:40

Darnell Price

MI · IL

On call3:32

Sophie Lindqvist

MI · WI

Online · readyidle 1:35

Marcus Bell

OH · IN · MI

Online · readyidle 10:10

Priya Natarajan

FL · MI

On call0:48

Tom Okafor

Idle

Lena Fischer

MI · IN · IL

Online · readyidle 15:00

Jamal Carter

MI · OH

Online · readyidle 7:00

Grace Whitfield

Online · readyidle 8:20

Victor Ramos

WI · IL · MI

Online · readyidle 2:30

Hannah Cole

MI · OH · IN · FL

Idle

Owen Brandt

IN · OH

On call6:30

Routing events will appear here.

Team routing rules

Checked in this order for every call

1Online and free. Agent is logged in, ready, and not already on or connecting a call.
2Inside shift. Weekday shift hours in Eastern Time. Schedule is separate from caps.
3Licensed state. Agent holds a license in the caller's state. Unknown state is rejected, never guessed.
4AHIP current. Expired or pending AHIP agents don't get Medicare calls.
5Under caps. Daily call cap and daily budget. A cap of 0 means no calls; Unlimited is its own checkbox.
6Longest idle wins. Of everyone still eligible, the agent waiting longest since their last call rings first.

If nobody passes every rule, the availability ping is rejected and the agency pays nothing for that call.

Who would ring for a caller in

Marcus BellRings first
Rachel MorenoEligible
Sophie LindqvistEligible
Lena FischerAHIP expired
Grace WhitfieldNot licensed in MI
Jamal CarterOutside shift (12 PM-8 PM)
Victor RamosDaily budget reached
Darnell PriceOn a call
Priya NatarajanOn a call
Tom OkaforIdle (not taking calls)
Hannah ColeIdle (not taking calls)
Owen BrandtOn a call

Shared wallet & per-agent limits

Demo only: edits apply to the live floor immediately and are not saved.

Demo state

Wallet balance (start of day)

$6,500

Spent today

$1,750

Remaining

$4,750

Capped daily budgets

$3,100

+ 1 agent on Unlimited

Agent	Daily budget	Daily call cap	Spent today	Calls today
Rachel Moreno	Daily budget for Rachel Moreno $ Unlimited	Daily call cap for Rachel Moreno Unlimited	$245 / $400	7 / 12
Darnell Price	Daily budget for Darnell Price $ Unlimited	Daily call cap for Darnell Price Unlimited	$175 / $300	5 / 10
Sophie Lindqvist	Daily budget for Sophie Lindqvist $ Unlimited	Daily call cap for Sophie Lindqvist Unlimited	$140 / $250	4 / 8
Marcus Bell	Daily budget for Marcus Bell $ Unlimited	Daily call cap for Marcus Bell Unlimited	$210 / Unlimited	6 / 15
Priya Natarajan	Daily budget for Priya Natarajan $ Unlimited	Daily call cap for Priya Natarajan Unlimited	$210 / $350	6 / 12
Tom Okafor	Daily budget for Tom Okafor $ Unlimited	Daily call cap for Tom Okafor Unlimited	$105 / $200	3 / 6
Lena Fischer	Daily budget for Lena Fischer $ Unlimited	Daily call cap for Lena Fischer Unlimited	$0 / $300	0 / 10
Jamal Carter	Daily budget for Jamal Carter $ Unlimited	Daily call cap for Jamal Carter Unlimited	$0 / $300	0 / 10
Grace Whitfield	Daily budget for Grace Whitfield $ Unlimited	Daily call cap for Grace Whitfield Unlimited	$175 / $250	5 / 8
Victor Ramos	Daily budget for Victor Ramos $ Unlimited	Daily call cap for Victor Ramos Unlimited	$280 / $300	8 / 12
Hannah Cole	Daily budget for Hannah Cole $ Unlimited	Daily call cap for Hannah Cole Unlimited 0 = no calls	$0 / $150	0 / 0
Owen Brandt	Daily budget for Owen Brandt $ Unlimited	Daily call cap for Owen Brandt Unlimited	$210 / $300	6 / 12

Production by agent

Month to date. Cost per sale = spend on ALL calls ÷ sales.

Agent	Calls	Talk time	Avg call	Sales	Conversion	Spend	Cost per sale
Rachel Moreno	168	36h 24m	13:00	34	20.2%	$5,880	$173
Darnell Price	142	28h 24m	12:00	27	19.0%	$4,970	$184
Sophie Lindqvist	118	21h 38m	11:00	19	16.1%	$4,130	$217
Marcus Bell	186	41h 51m	13:30	41	22.0%	$6,510	$159
Priya Natarajan	151	32h 43m	13:00	31	20.5%	$5,285	$170
Tom Okafor	74	11h 30m	9:20	9	12.2%	$2,590	$288
Lena Fischer	96	17h 36m	11:00	15	15.6%	$3,360	$224
Jamal Carter	133	26h 36m	12:00	24	18.0%	$4,655	$194
Grace Whitfield	127	26h 48m	12:40	26	20.5%	$4,445	$171
Victor Ramos	160	31h 06m	11:40	22	13.8%	$5,600	$255
Hannah Cole	0	0:00	n/a	0	n/a	$0	n/a
Owen Brandt	149	31h 27m	12:40	29	19.5%	$5,215	$180
Team total	1504	306h 05m	12:12	277	18.4%	$52,640	$190

QA: recent calls

Every call is recorded and scored. Compliance checks: recording disclosure, CMS disclaimer, Scope of Appointment (SOA).

Needs review only (3)

C-7781 · Rachel Moreno · MI · 18:44 · 10:52 AM
Clean enrollment, clear plan comparison.
✓ Pass: Recording disclosure✓ Pass: CMS disclaimer✓ Pass: SOA
96Passed QA
C-7779 · Marcus Bell · OH · 14:02 · 10:41 AM
Good needs analysis.
✓ Pass: Recording disclosure✓ Pass: CMS disclaimer✓ Pass: SOA
91Passed QA
C-7774 · Victor Ramos · WI · 10:55 · 10:30 AM
CMS disclaimer read late (after plan discussion started).
✓ Pass: Recording disclosure⚑ Flag: CMS disclaimer✓ Pass: SOA
72Needs review
C-7770 · Priya Natarajan · FL · 21:50 · 10:18 AM
Strong close, confirmed doctors and drugs.
✓ Pass: Recording disclosure✓ Pass: CMS disclaimer✓ Pass: SOA
94Passed QA
C-7766 · Sophie Lindqvist · MI · 6:28 · 10:02 AM
Recording disclosure missed; SOA not captured before plan details.
⚑ Flag: Recording disclosure✓ Pass: CMS disclaimer⚑ Flag: SOA
64Needs review
C-7761 · Owen Brandt · IN · 15:21 · 9:47 AM
Minor: long hold while quoting.
✓ Pass: Recording disclosure✓ Pass: CMS disclaimer✓ Pass: SOA
88Passed QA
C-7755 · Grace Whitfield · FL · 17:26 · 9:31 AM
Textbook call.
✓ Pass: Recording disclosure✓ Pass: CMS disclaimer✓ Pass: SOA
93Passed QA
C-7750 · Darnell Price · IL · 9:37 · 9:15 AM
SOA scope missing dental/vision line.
✓ Pass: Recording disclosure✓ Pass: CMS disclaimer⚑ Flag: SOA
79Needs review