Jordan Lee
Active 1 Client
NPN 12345678
Client Assignments
Add Assignment
Client-specific assignments for this agent.
| Client | Client Agent # | Status | Effective Start | Effective End | Current | Actions |
|---|---|---|---|---|---|---|
|
Northstar Health Insurance
NORTHSTAR
|
NS-AG-1001 | Active | 01/01/2026 | — | Current | Edit |
Agent Groups
Add Group Membership
Group memberships through client assignments.
| Group | Code | Effective Start | Effective End | Status | Actions |
|---|---|---|---|---|---|
| Northern Ohio Agents | OH-NORTH | 07/30/2026 | — | Active | Edit |
Recent Order Assignments
Recent order lines assigned to this agent.
| Order | Line | Client | Program | Package | Status | Order Date | Actions |
|---|---|---|---|---|---|---|---|
| TEST1 | 3 | Northstar Health Insurance | Final Expense | Final Expense Mail Component | Draft | 08/13/2026 | Edit Line |
| TEST1 | 2 | Northstar Health Insurance | Final Expense | Final Expense Mail Component | Draft | 08/13/2026 | Edit Line |
| TEST1 | 1 | Northstar Health Insurance | Final Expense | Final Expense Mail Component | Draft | 08/13/2026 | Edit Line |
| NS-2026-0001 | 1 | Northstar Health Insurance | Final Expense | Final Expense Lead Package | Submitted | 07/30/2026 | Edit Line |
Status changed:
Jul 30, 2026 5:59 PM
Activated:
Jul 30, 2026 5:59 PM
Created:
Jul 30, 2026 5:59 PM
by Phase2Sample
Last modified:
Aug 31, 2026 2:03 PM
by system