Executive Action Dashboard

Live Conversation Queue

Showing: All (6 Active)

AP

Arthur Pendelton, CPA

Pendelton Tax & Wealth Advisory · Los Angeles, CA

Partner (CPA)
14m ago

Arthur:
"Hi John, thanks for reaching out. Yes, quite a few of our tax clients are turning 65 this year and asking about Medicare penalties. How exactly do you handle the transition without my firm taking on regulatory liability?"

AI replied: Sent educational safe harbor breakdown & Calendly link
TC

Tyler Chen

Independent Producer · CA Lic. #401928

Medicare Agent
42m ago

Tyler:
"Sounds great John. I just locked in Thursday at 2:00 PM on your Calendly link. Looking forward to reviewing the Agency-in-a-Box carrier contracts."

Moved to [Meeting Scheduled] in GoHighLevel
ER

Elena Rostova, CPA

Rostova Accounting Partners · San Diego, CA

Partner (CPA)
1h 15m ago

Elena:
"Hello John, thanks for the connect. Can you send over a 1-page summary of how your referral desk works? I'd like to share it with my business partner."

AI replied: Attached 1-page CMS safe harbor overview PDF
MV

Marcus Vance

Senior Producer · CA Lic. #0E88319 · Riverside, CA

Medicare Agent
2h 10m ago

Marcus:
"Hey John, how does your agency handle commission vesting if I bring my existing Medicare book over to your FMO contracts? I want to make sure I retain 100% ownership from day one."

AI replied: Confirmed 100% direct carrier vesting & day-one ownership policy
DS

David Steinberg, CPA

Steinberg Tax & Wealth Advisory · Irvine, CA

Partner (CPA)
3h 45m ago

David:
"Good morning John. I have two high-net-worth clients facing IRMAA surcharges who need clean Part B guidance before year end. Can we connect early next week?"

AI replied: Shared IRMAA appeals guide & proposed Monday 11:00 AM
SJ

Sarah Jenkins

Independent Medicare Specialist · Newport Beach, CA

Medicare Agent
5h 20m ago

Sarah:
"John, does your Agency-in-a-Box include pre-built GoHighLevel pipelines and compliant CMS call recording bridges? That's our biggest bottleneck right now."

AI replied: Confirmed turnkey GHL snapshot & Twilio compliant call bridge

Upcoming Booked Calls

Thu 2:00p

Tyler Chen (Medicare Agent)

Agency-in-a-Box Contracts & Tech Stack Overview · 20 min
Fri 10:30a

Elena Rostova, CPA (Partner)

Turnkey Client Referral Desk Walkthrough · 15 min

Priority Operational Alerts

2 Items

Arthur Pendelton asked for Direct Verification

Prospect requested California license check (#0B62800). Take over chat to confirm.
42 Dormant Connections (90+ Days)

Ready for nurture re-engagement campaign. Queued for 2:00 PM PT.

GoHighLevel Live Telemetry

🟢 Active Sync

Tyler Chen ➔ [Meeting Scheduled]

Tagged #Agent-Contracting · Calendly confirmed · 42m ago

Arthur Pendelton ➔ [Safe Harbor Review]

Tagged #Partner-CPA · Contact created in sub-account · 14m ago

Elena Rostova ➔ [Resource Delivered]

Tagged #Partner-CPA · CPA Overview PDF logged · 1h ago

Executive Action Dashboard

Live Conversation Queue

Upcoming Booked Calls

Priority Operational Alerts

GoHighLevel Live Telemetry

John Riley · Account Health & Settings