Agent workspace
Go online. Take live calls. Close.
This is what an independent agent sees. Join an offer, pick your licensed states, and go online. Calls ring straight to you, you only pay for billable calls, and short calls credit back automatically. Everything here is a simulation on fictional demo data.
Jordan Avery
Independent agent · Demo account
Wallet
$260.00
Calls today
4
4 answered
Billable calls
3
1 auto-credited
Sales
1
confirmed today
Close rate
25%
sales ÷ answered calls
Spend today
$126.00
billable calls only
Cost per sale
$126.00
spend ÷ sales
Available offers
Flat price per billable call. Calls under the billable time are credited back automatically.
Medicare
Medicare Advantage · English
Seniors 64+ shopping MA plans, AEP/SEP eligible
$42.00
billable after 2:00 talk time
Medicare Supplement · English
Turning-65 and Medigap shoppers
$36.00
billable after 1:30 talk time
Medicare Advantage · Spanish
Spanish-speaking callers, bilingual agents only
$38.00
billable after 2:00 talk time
Final Expense
Final Expense · Inbound
Ages 50–85 asking about burial coverage
$28.00
billable after 1:00 talk time
Final Expense · Premium (60–80)
Pre-qualified on age and bank account
$36.00
billable after 1:30 talk time
Pre-Need
Pre-Need · Funeral Planning
Families pre-arranging services ahead of time
$32.00
billable after 1:30 talk time
Licensed states
Only callers from states you're licensed in will ever ring through.
Medicare: FL, GA, TX, AZ, NC
Manage my enrollment links
Your carrier and FMO portals. They show up in the Enroll panel during a call. Easy Engage Hub never submits applications.
Bluewater Health agent portal
https://agents.bluewater.example/enroll
MedicareMy FMO enrollment tool
https://enroll.myfmo.example
MedicareFinal ExpensePre-NeedHarborlight Life e-app
https://eapp.harborlight.example
Final ExpensePre-Need
Wallet
Prepaid. Only billable calls are debited.
$260.00
Demo only: no card is charged.
Checked after every billed call.
Budget & pacing
0 means zero. Use No limit for unlimited.
$126.00 of $500.00 spent
Call history
Today's calls. The first four are seeded demo calls from earlier this morning.
| Time | Caller | Offer | Source | Talk | Outcome | Charge |
|---|---|---|---|---|---|---|
| 9:12 AM C-1001 | Margaret, 71 FL | Medicare Advantage · English Bluepine Health Plans · Medicare Advantage (PPO) · $0.00/mo | Daytime TV · Senior benefits spot | 21:00 | Sale | $42.00 |
| 9:48 AM C-1002 | Thomas, 68 GA | Medicare Advantage · English | Search · Plan comparison | 0:45 | Hung up | Auto-credited |
| 10:21 AM C-1003 | Evelyn, 74 TX | Medicare Advantage · English | Direct mail · Retiree postcard | 10:10 | Follow-up | $42.00 |
| 11:05 AM C-1004 | Arthur, 79 FL | Medicare Advantage · English | Radio · Morning talk | 6:20 | Already covered | $42.00 |