Members are household records tied to your agency account. You need at least one member before running a full create-quote workflow.
Add a member from the Members list
- Open Members from the sidebar.
- Click Add Member to open the dialog.
- Fill in first name, last name, and email. Phone is optional but useful for follow-up. Check SMS opt in only when the member agreed to texts from this agency. Quick Send SMS stays blocked until that is on.
- Start typing the street address and pick the match from the list. Unit, city, ZIP, state, county, county FIPS, and country fill from that pick. State and county are checked against CMS for the ZIP. If the address is not in the list, keep typing and enter the ZIP by hand. The same suggestions work when you edit the Address card on a member's Contact tab or open the edit side panel.
- Enter date of birth and household details used for subsidy math.
- Save. The member appears in your list and is searchable from Add policy.
Medical profile (optional but recommended)
In the add or edit member dialog, expand the medical sections to add doctors, prescriptions, and health conditions. These sync after save and follow the member into Add policy Step 3.
Add a member during Add policy
On Step 1 of Add policy, use the member search combobox. If no match exists, add a new member inline without leaving the policy flow.
Member status
Nobody sets a member's status by hand. It follows their policies:
- Lead: no sold policy yet. Every new member starts here.
- Converted: a policy is marked Sold and its effective date is still ahead.
- Active: that effective date has arrived. The switch happens on its own within the hour.
- Lapsed / Cancelled: a sold policy stopped.
Copy a member's name
On the member page, click the name at the top (or Tab to it and press Enter) to copy the full name. A copy icon shows when you point at it, and a message confirms the copy.
Remove a member you do not want: archive
There is no delete for members. Archive takes a member out of your book without losing the record: test data, duplicates, or a contact nobody should work. Owners and Back Office can archive by default.
- One member: on Members, open the row's menu and choose Archive member, or on the member page open More actions next to Call and Text.
- Several: on Members, tick the rows and press Archive.
- One policy: open it on the member page and press Archive, or tick it under Policies sold on the Sales page.
An archived member leaves the Members list and the counts, and their policies leave Sales, the leaderboard, close rate, Policies and the TV board. Their page still opens and shows an Archived tag.
After the member is saved
Open the member detail page to view policies, plans, notes, and documents for that household. Policies you create for the member link back to this record automatically.
Ready to policy? Continue with create your first policy.