My Business

Ready reports to help you manage your business.

Reports Display last 45 days of business: active, pending, terminated/cancelled
All reports download in CSV format by default. (Some browsers may place the downloaded file at the bottom of your browser window.)
To search within a specific frame, select new "Start" and "End" dates.

Start Date

End Date

OR

Search by Client Name/ID

Check box to download report in Zip format

Reports - Helpful Tips:

To view plan details for a client, select their name below.
To filter and search columns, select column header.
To view Short Term policies expiring soon, select the "STM Expiration Date" column deader and filter by date.
Applications may take 24-48 hours to display after submission.
If you change the dates to report more than 45 days, we recommend downloading a "Zip" file to receive the report faster.

Export
My Book of Business

Export
Last Status Update

Export
Active Payment Error

Export
STM/TTM Expiration Date

Records Per Page:
Records Displayed:

0	Primary Name/Plan Sort/Filter By: Name Plan	ID	State	Received Date	Issued Date	Effective Date	Paid To Date	STM/TTM Exp. Date	Status	Broker Name	Client Email	NPN	Last Status Update

Records Per Page:
Records Displayed:

The first draft/charge on the applicant's account is on the date we issue coverage or the effective date of the plan, whichever is later.

All policy packets will be sent directly to consumers.

Business will display for 6 months after terminated.

Language Assistance Privacy CA Resident Broker Privacy Terms of Use Download Adobe Reader Important Notice on Payment of Out-of-Network Benefits Accessibility


	Due to inactivity, your session will time out in five minutes. Please click Continue to keep your session open.