Ledger anomalies, chargeback exposure, and the review queue
ledger_integrity_status = 'Negative_Running_Balance', sorted most-negative first
| Policy # | Client | Carrier | Vertical | Agent | Total Deposits | Running Balance |
|---|---|---|---|---|---|---|
| — | david long | HUM | MAPD | JC | $0.00 | -$632.58 |
| — | LARRY DRAUGHN | HUM | MAPD | LJ | $231.33 | -$459.03 |
| 450565566 | courtney earl | UHC | Ancillary | JC | -$239.74 | -$359.61 |
| — | thomas rose | UHC | MAPD | KJ | $452.00 | -$242.00 |
| — | geraldine hunter | HUM | MAPD | JJ | $1,163.87 | -$232.70 |
| — | regina baker | UHC | MAPD | LJ | $748.00 | -$231.36 |
| — | rhonda lankford | HUM | MAPD | JC | $414.50 | -$221.68 |
| — | lisa aucoin | HUM | MAPD | LJ | $414.50 | -$221.68 |
| 450333289 | kristin wolfe | UHC | Ancillary | AJ | -$108.56 | -$217.12 |
| — | tommy willis | HUM | MAPD | LJ | $211.66 | -$210.03 |
| — | brenda hussein bey | HUM | MAPD | LJ | $414.50 | -$207.28 |
| — | VALERIE MCEACHERN | HUM | MAPD | KJ | $260.30 | -$202.33 |
| 450491172 | ROBERT GRAY | UHC | Ancillary | KJ | -$92.37 | -$184.74 |
| — | james mcqueen | HUM | MAPD | LJ | $636.18 | -$135.00 |
| STUB-Knnx6FEdthRv | christopher west | — | MAPD | — | $156.55 | -$130.62 |
| — | betty richardson | DEV | MAPD | LJ | $347.00 | -$120.00 |
| — | sheila steele | UHC | MAPD | LJ | $347.00 | -$115.63 |
| — | patrice shafford | HUM | MAPD | LJ | $698.33 | -$100.67 |
| — | jennifer harvey | UHC | MAPD | JJ | $636.19 | -$74.35 |
| — | aaron carlisle | HUM | MAPD | LJ | $0.00 | -$67.50 |
| SC-0003993924 | kristin wolfe | MOL | ACA | AJ | $54.00 | -$54.60 |
| — | janet porter | UHC | MAPD | AJ | $347.00 | -$52.50 |
| — | debbra bozman | UHC | MAPD | JJ | $636.19 | -$49.55 |
| — | james day | UHC | MAPD | JJ | $347.00 | -$27.00 |
| 13460176201 | courtney earl | UHC | ACA | AJ | $100.70 | -$19.20 |
| — | michelle gumbert | UHC | MAPD | AJ | $447.00 | -$2.50 |
| — | sandra blanks | AET | MAPD | KJ | $744.77 | -$1.73 |
Active MAPD policies still in the chargeback window
| Policy # | Client | Carrier | Agent | Sold | Effective | Days Sold | Advance Received |
|---|---|---|---|---|---|---|---|
| — | TONY FALERO | CRP | JC | 2026-04-29 | 2026-05-01 | 1d | $0.00 |
| — | DEBRA BRAUN | UHC | KJ | 2026-04-28 | 2026-05-01 | 2d | $0.00 |
| — | MICHAEL HERNANDEZ | — | KJ | 2026-04-27 | — | 3d | $0.00 |
| — | ROBERT SPENCE | — | KJ | 2026-04-27 | — | 3d | $0.00 |
| — | VANGELA BRODSKY | CRP | JC | 2026-04-26 | 2026-05-01 | 4d | $0.00 |
| — | FRANKIE BRUFF | — | JC | 2026-04-24 | — | 6d | $0.00 |
| — | PATRICIA GREER | AET | JC | 2026-04-23 | 2026-05-01 | 7d | $0.00 |
| — | JOAN LEOPOLD | UHC | KJ | 2026-04-23 | 2026-05-01 | 7d | $0.00 |
| — | JULIUS HUNTER | UHC | KJ | 2026-04-22 | 2026-05-01 | 8d | $0.00 |
| — | PAUL MCGINNIS | UHC | JC | 2026-04-22 | 2026-05-01 | 8d | $0.00 |
| — | FRED PURVIS | HUM | JC | 2026-04-21 | 2026-05-01 | 9d | $0.00 |
| — | JAMES CANNON JR | HUM | JC | 2026-04-21 | 2026-05-01 | 9d | $0.00 |
| — | CHARLES MORLAN | DEV | KJ | 2026-04-21 | 2026-05-01 | 9d | $0.00 |
| — | PATRICIA HORTON | UHC | JC | 2026-04-20 | 2026-05-01 | 10d | $0.00 |
| — | MICHAEL BASHAW | DEV | JC | 2026-04-17 | 2026-05-01 | 13d | $0.00 |
| — | RONNIE SUTHERLAND SR | DEV | KJ | 2026-04-17 | 2026-05-01 | 13d | $0.00 |
| — | HOWARD BURGER | CRP | JC | 2026-04-16 | 2026-05-01 | 14d | $231.33 |
| — | ANTHONY MURRAY | HUM | JC | 2026-04-16 | 2026-05-01 | 14d | $231.33 |
| — | JOHN BOUDREAUX | HUM | LJ | 2026-04-15 | 2026-05-01 | 15d | $231.33 |
| — | DANIEL LAMOUREAUX | UHC | KJ | 2026-04-14 | 2026-05-01 | 16d | $0.00 |
| — | ROBIN VALENTIC | UHC | JC | 2026-04-14 | 2026-05-01 | 16d | $0.00 |
| — | JOANN THOMAS | UHC | KJ | 2026-04-13 | 2026-05-01 | 17d | $0.00 |
| — | DENISE PENCE | UHC | LJ | 2026-04-13 | 2026-05-01 | 17d | $462.64 |
| — | BECKY CHAPPELL | DEV | KJ | 2026-04-10 | 2026-05-01 | 20d | $0.00 |
| — | ROBERT ZINK | CIG | KJ | 2026-04-10 | 2026-05-01 | 20d | $0.00 |
| — | DELMA JAHANBAKHSH | CIG | KJ | 2026-04-09 | 2026-05-01 | 21d | $231.33 |
| — | DELOICE MOBLEY | HUM | JC | 2026-04-08 | 2026-05-01 | 22d | $231.33 |
| — | Horace Cooke | HUM | JC | 2026-04-08 | 2026-05-01 | 22d | $0.00 |
| — | ZANTHE GILLISON | AET | AJ | 2026-04-08 | — | 22d | $0.00 |
| — | Reginald Casey | UHC | AJ | 2026-04-08 | 2026-04-01 | 22d | $693.70 |
| — | Scott Obrien | HUM | JC | 2026-04-08 | 2026-05-01 | 22d | $693.93 |
| — | LAWRENCE PRISCO | HUM | JC | 2026-04-08 | — | 22d | $0.00 |
| — | MARY MITCHELL | UHC | KJ | 2026-04-08 | 2026-04-01 | 22d | $0.00 |
| — | RICHARD BOOTH | AET | JC | 2026-04-07 | — | 23d | $231.34 |
| — | Dave Grogg | DEV | JC | 2026-04-07 | 2026-05-01 | 23d | $462.64 |
| — | DAVID WEST | UHC | JC | 2026-04-07 | 2026-05-01 | 23d | $693.93 |
| — | PHILIP DROWNS III | AET | KJ | 2026-04-07 | 2026-05-01 | 23d | $110.00 |
| — | Coreen Russell | HUM | KJ | 2026-04-06 | 2026-05-01 | 24d | $231.33 |
| — | Milbert RUSSELL | HUM | KJ | 2026-04-06 | 2026-05-01 | 24d | $231.33 |
| — | Karen Miller | HUM | LJ | 2026-04-03 | 2026-05-01 | 27d | $0.00 |
| — | FAY JOY | HUM | KJ | 2026-04-03 | 2026-05-01 | 27d | $0.00 |
| — | PAMELA SULLIVAN | HUM | KJ | 2026-04-02 | 2026-05-01 | 28d | $693.93 |
| — | MARY THOMAS | UHC | JC | 2026-04-02 | 2026-05-01 | 28d | $462.64 |
| — | ROSEMARY POLGAR | UHC | JC | 2026-04-01 | 2026-05-01 | 29d | $462.64 |
| — | GAYLE NOWAKOWSKI | DEV | KJ | 2026-04-01 | 2026-05-01 | 29d | $0.00 |
| — | AREE MCKEE | HUM | JC | 2026-03-30 | 2026-04-01 | 31d | $260.30 |
| — | MICHELLE HORSLEY | HUM | JC | 2026-03-27 | 2026-04-01 | 34d | $247.55 |
| — | SALLIE HAWKINS | HUM | JC | 2026-03-26 | 2026-04-01 | 35d | $260.30 |
| — | MYRA TALLENT | UHC | KJ | 2026-03-26 | 2026-04-01 | 35d | $520.55 |
| — | Sam Harris | DEV | JC | 2026-03-26 | 2026-04-01 | 35d | $520.55 |
| — | David Terpenning | HUM | LJ | 2026-03-25 | 2026-04-01 | 36d | $247.55 |
| — | Danny Stanley | DEV | LJ | 2026-03-25 | 2026-04-01 | 36d | $1,388.10 |
| — | DALE HIBBS JR | UHC | JC | 2026-03-24 | 2026-04-01 | 37d | $40.55 |
| — | Linda Scott | WLC | JC | 2026-03-24 | 2026-04-01 | 37d | $0.00 |
| — | Steve Kemper | UHC | KJ | 2026-03-24 | 2026-04-01 | 37d | $573.05 |
| — | Janita Taylor | UHC | JC | 2026-03-23 | 2026-05-01 | 38d | $1,619.30 |
| — | Delores Johnson | HUM | KJ | 2026-03-19 | 2026-04-01 | 42d | $563.75 |
| — | MEREDITH HAGAMAN | HUM | JC | 2026-03-18 | 2026-04-01 | 43d | $0.00 |
| — | Vivian Crawford | DEV | AJ | 2026-03-18 | 2026-04-01 | 43d | $260.30 |
| — | charles hosch sr | DEV | AJ | 2026-03-18 | 2026-04-01 | 43d | $260.30 |
| — | Scherry Cunningham | DEV | KJ | 2026-03-18 | 2026-04-01 | 43d | $0.00 |
| — | Paula Wilder | DEV | JJ | 2026-03-17 | 2026-04-01 | 44d | $310.30 |
| — | Rickey Lake | UHC | KJ | 2026-03-17 | 2026-04-01 | 44d | $561.10 |
| — | carol lake | UHC | KJ | 2026-03-17 | 2026-04-01 | 44d | $561.10 |
| — | grover cooley | UHC | KJ | 2026-03-16 | 2026-04-01 | 45d | $522.05 |
| — | Gladys Whitney | HUM | JC | 2026-03-16 | 2026-04-01 | 45d | $1,344.60 |
| — | maria c de los angeles | UHC | KJ | 2026-03-16 | 2026-04-01 | 45d | $573.05 |
| — | douglas campbell | UHC | LJ | 2026-03-13 | 2026-04-01 | 48d | $338.45 |
| — | david kindred | HUM | JC | 2026-03-12 | 2026-04-01 | 49d | $3.60 |
| — | george pilcher jr | HUM | JC | 2026-03-12 | 2026-04-01 | 49d | $563.75 |
| — | bernard vaught | UHC | KJ | 2026-03-12 | 2026-04-01 | 49d | $573.05 |
| — | tyeshia perry | AET | KJ | 2026-03-11 | 2026-04-01 | 50d | $520.55 |
| — | brenda hagood | UHC | KJ | 2026-03-10 | 2026-04-01 | 51d | $561.10 |
| — | leticia gutierrez | DEV | LJ | 2026-03-06 | 2026-04-01 | 55d | $1,116.10 |
| — | wesley mathis | UHC | LJ | 2026-03-06 | 2026-04-01 | 55d | $497.93 |
| — | nathaniel washington | HUM | JC | 2026-03-06 | 2026-04-01 | 55d | $588.05 |
| — | marcia bragg | AET | KJ | 2026-03-05 | 2026-04-01 | 56d | $78.78 |
| — | lori willett | UHC | LJ | 2026-03-04 | 2026-04-01 | 57d | $1,093.60 |
| — | janet stevenson | UHC | KJ | 2026-03-04 | 2026-04-01 | 57d | $0.00 |
| — | michael fry | UHC | KJ | 2026-03-04 | 2026-04-01 | 57d | $573.05 |
| — | lloyd tucker | UHC | AJ | 2026-03-04 | 2026-04-01 | 57d | $1,093.60 |
| — | carol davis | AET | LJ | 2026-03-04 | 2026-04-01 | 57d | $654.33 |
| — | ashley matthews | AET | LJ | 2026-03-04 | 2026-04-01 | 57d | $654.33 |
| — | richard gregorczyk | DEV | LJ | 2026-03-04 | 2026-04-01 | 57d | $580.55 |
| — | jesse mazelli | HUM | JC | 2026-03-03 | 2026-04-01 | 58d | $588.05 |
| — | krista hummer | UHC | AJ | 2026-03-02 | 2026-04-01 | 59d | $1,093.60 |
| — | kenneth smagowicz | DEV | LJ | 2026-03-02 | 2026-04-01 | 59d | $580.55 |
| — | cynthia liley | HUM | JC | 2026-03-02 | 2026-04-01 | 59d | $588.05 |
| — | margaret epps | UHC | LJ | 2026-02-27 | 2026-03-01 | 62d | $630.87 |
| — | kathleen jordan | HUM | LJ | 2026-02-26 | 2026-03-01 | 63d | $664.77 |
| — | jerry casey | UHC | KJ | 2026-02-26 | 2026-03-01 | 63d | $932.62 |
| — | david mehlum | DEV | JJ | 2026-02-25 | 2026-03-01 | 64d | $638.36 |
| — | sharron tucker | HUM | JJ | 2026-02-25 | 2026-03-01 | 64d | $1,002.00 |
| — | patricia chappell | HUM | LJ | 2026-02-25 | 2026-03-01 | 64d | $645.87 |
| — | teresa seward | UHC | JJ | 2026-02-25 | 2026-03-01 | 64d | $683.37 |
| — | Reginald Casey | UHC | KJ | 2026-02-25 | 2026-03-01 | 64d | $441.47 |
| — | hughie johnson | HUM | JC | 2026-02-24 | 2026-03-01 | 65d | $645.87 |
| — | richard watson jr | DEV | LJ | 2026-02-24 | 2026-03-01 | 65d | $1,520.80 |
| — | stephen byrd | HUM | JC | 2026-02-23 | 2026-03-01 | 66d | $1,744.67 |
| — | estrella cuevas | HUM | LJ | 2026-02-23 | 2026-03-01 | 66d | $645.87 |
| — | carrie price | HUM | LJ | 2026-02-23 | 2026-03-01 | 66d | $645.87 |
| — | sky tucker | HUM | JC | 2026-02-20 | 2026-03-01 | 69d | $713.37 |
| — | carmela rios | CTN | LJ | 2026-02-12 | 2026-03-01 | 77d | $0.00 |
| — | harry conner | UHC | KJ | 2026-02-12 | 2026-03-01 | 77d | $623.37 |
| — | michael garland | DEV | LJ | 2026-02-12 | 2026-03-01 | 77d | $698.36 |
| — | thomas shafford | UHC | KJ | 2026-02-11 | 2026-03-01 | 78d | $564.37 |
| — | juanita valverde | DEV | JJ | 2026-02-11 | 2026-03-01 | 78d | $728.36 |
| — | randy davis | UHC | AJ | 2026-02-05 | 2026-03-01 | 84d | $683.37 |
| — | geraldine charny | DEV | LJ | 2026-02-04 | 2026-03-01 | 85d | $698.36 |
| — | rosemarie roy | CRP | JC | 2026-02-04 | 2026-03-01 | 85d | $664.77 |
| — | earnest williams | WLC | AJ | 2026-02-03 | 2026-03-01 | 86d | $0.00 |
| — | linda handt | CTN | AJ | 2026-02-03 | 2026-03-01 | 86d | $578.36 |
| — | joyce kimble | UHC | KJ | 2026-02-02 | 2026-03-01 | 87d | $0.00 |
| — | ruth hicks | HUM | JC | 2026-02-02 | 2026-03-01 | 87d | $713.37 |
| — | paulina garner | HUM | LJ | 2026-01-30 | 2026-02-01 | 90d | $765.78 |
| — | kenneth perry | DEV | JJ | 2026-01-30 | 2026-02-01 | 90d | $916.18 |
| — | billy estes | UHC | KJ | 2026-01-29 | 2026-02-01 | 91d | $843.68 |
| — | euneda hickman | WLC | AJ | 2026-01-29 | 2026-02-01 | 91d | $1,590.45 |
| — | cindy deaton | DEV | LJ | 2026-01-29 | 2026-02-01 | 91d | $816.18 |
| — | toni bulley | DEV | LJ | 2026-01-28 | 2026-02-01 | 92d | $916.18 |
| — | dyton rogers | HUM | LJ | 2026-01-28 | 2026-02-01 | 92d | $1,156.77 |
| — | henry walker | HUM | LJ | 2026-01-28 | 2026-02-01 | 92d | $1,590.50 |
| — | gloria lazzari | HUM | JC | 2026-01-28 | 2026-02-01 | 92d | $838.68 |
| — | letha milton | UHC | KJ | 2026-01-28 | 2026-02-01 | 92d | $0.00 |
needs_review = TRUE — investigate and clear
| Policy # | Client | Carrier | Vertical | Agent | Status | Effective | Reason |
|---|---|---|---|---|---|---|---|
| — | PHILIP DROWNS III | Aetna | MAPD | KJ | Active | 2026-05-01 | Missing pipeline_id. Cannot confirm pipeline_product_match. Missing date_of_birth. |
| — | Janita Taylor | UnitedHealthcare | MAPD | JC | Active | 2026-05-01 | Missing pipeline_id for product validation. |
| — | Milbert RUSSELL | Humana | MAPD | KJ | Active | 2026-05-01 | Date of birth is missing. |
| — | Horace Cooke | Humana | MAPD | JC | Active | 2026-05-01 | Enrolling agent could not be identified. |
| — | LARRY DRAUGHN | Humana | MAPD | LJ | Pending_Disenrollment | 2026-05-01 | [deterministic] |
| — | DELOICE MOBLEY | Humana | MAPD | JC | Active | 2026-05-01 | Pipeline ID is missing, cannot verify product match. |
| — | ROSEMARY POLGAR | UnitedHealthcare | MAPD | JC | Active | 2026-05-01 | Pipeline ID is missing, vertical inferred from v_product. Cannot verify pipeline product match due to missing Pipeline ID. |
| — | DALE HIBBS JR | UnitedHealthcare | MAPD | JC | Active | 2026-04-01 | Pipeline ID is missing, cannot verify product match. |
| — | Jenny Junkins | UnitedHealthcare | ACA | KJ | Active | 2026-04-01 | Vertical is Unknown due to unrecognized pipeline_id. Pipeline product mismatch: pipeline_id suggests Unknown, but v_product is ACA. Date of birth is missing. |
| — | linda hinton | Humana | MAPD | LJ | Pending_Disenrollment | 2026-04-01 | — |
| — | patricia alexander | Humana | MAPD | JC | Pending_Disenrollment | 2026-04-01 | — |
| — | Reginald Casey | UnitedHealthcare | MAPD | AJ | Active | 2026-04-01 | Missing pipeline_id. Vertical set to 'Unknown'. Pipeline product mismatch: pipeline_id is missing, cannot validate against v_product 'Medicare'. |
| — | JOSEPH WHITNEY | Humana | MAPD | JC | Pending_Disenrollment | 2026-04-01 | GHL shows active but Supabase termed - verify with carrier |
| — | evelena english | UnitedHealthcare | MAPD | LJ | Termed | 2026-04-01 | GHL shows active but Supabase termed - verify with carrier |
| — | DOROTHY YOUNG | UnitedHealthcare | MAPD | JC | Termed | 2026-04-01 | Email is missing. Date of birth is missing. Pipeline ID is missing, cannot verify product match. Pipeline name is missing. Stage is missing. |
| — | VALERIE MCEACHERN | Humana | MAPD | KJ | Pending_Disenrollment | 2026-04-01 | — |
| — | Eric Varner | UnitedHealthcare | ACA | AJ | Active | 2026-04-01 | Agent cannot be identified. FFM_ID is missing for ACA policy. |
| — | Stanley Cobb | Devoted Health | MAPD | JC | Pending_Disenrollment | 2026-04-01 | Pipeline ID is missing, preventing pipeline product match validation. Email address is missing. Date of birth is missing. |
| — | andrew dixon | UnitedHealthcare | MAPD | JJ | Pending_Disenrollment | 2026-04-01 | — |
| — | Wade James | Humana | MAPD | JC | Pending_Disenrollment | 2026-04-01 | — |
| — | Nellie Perez | Ambetter | ACA | JC | Active | 2026-04-01 | Missing state. Missing date of birth. |
| — | Linda Scott | WellCare | MAPD | JC | Active | 2026-04-01 | Missing pipeline_id, cannot verify pipeline_product_match. Missing date_of_birth. |
| — | carole madden | Aetna | MAPD | AJ | Pending_Disenrollment | 2026-04-01 | — |
| — | MARY MITCHELL | UnitedHealthcare | MAPD | KJ | Active | 2026-04-01 | Pipeline ID is missing, cannot verify product match. Enrollment type could not be determined (missing v_ntm_l2l/v_lead_type). Missing MBI for Medicare product. |
| STUB-mO4ELIHLWLne | Elizabeth Hartman | — | MAPD | — | Pending_Disenrollment | 2026-03-25 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| — | Barbara Cassady | — | Ancillary | KJ | Active | 2026-03-18 | Pipeline ID is missing, cannot confirm product match. |
| STUB-DNHh7wCcst3I | brenda laird | — | MAPD | — | Pending_Disenrollment | 2026-03-18 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| — | mary benson | Humana | MAPD | LJ | Pending_Disenrollment | 2026-03-01 | — |
| — | LAWRENCE PRISCO | Humana | MAPD | JC | Pending_Disenrollment | 2026-03-01 | — |
| — | patrice shafford | Humana | MAPD | LJ | Pending_Disenrollment | 2026-03-01 | — |
| — | geraldine hunter | Humana | MAPD | JJ | Pending_Disenrollment | 2026-03-01 | — |
| — | mildred mathison | Aetna | MAPD | AJ | Pending_Disenrollment | 2026-03-01 | — |
| — | hilda vierling | Humana | MAPD | JC | Pending_Disenrollment | 2026-03-01 | GHL shows active but Supabase termed - verify with carrier |
| — | william gregory sr | UnitedHealthcare | MAPD | LJ | Pending_Disenrollment | 2026-03-01 | — |
| — | ideta green | Ambetter | ACA | AJ | Termed | 2026-03-01 | GHL shows active but Supabase termed - verify with carrier |
| — | sherry thomas | Humana | MAPD | LJ | Pending_Disenrollment | 2026-03-01 | — |
| — | jerry lazzari | UnitedHealthcare | MAPD | LJ | Termed | 2026-03-01 | GHL shows active but Supabase termed - verify with carrier |
| 450897001 | jeffrey bevelheimer | UnitedHealthcare | Ancillary | KJ | Active | 2026-03-01 | DVH first import April 2026 — from Book of Business Ancillary tab |
| — | sandra blanks | Aetna | MAPD | KJ | Pending_Disenrollment | 2026-03-01 | — |
| STUB-lMgFMdcvsz53 | Unknown lMgFMdcv | — | ACA | — | Active | 2026-02-20 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| 450854716 | elizabeth butler | UnitedHealthcare | Ancillary | KJ | Active | 2026-02-04 | DVH first import April 2026 — from Book of Business Ancillary tab |
| UZ0543636 | jennifer chadwick | Oscar | ACA | AJ | Termed | 2026-02-01 | GHL shows active but Supabase termed - verify with carrier |
| — | david long | Humana | MAPD | JC | Pending_Disenrollment | 2026-02-01 | — |
| STUB-Knnx6FEdthRv | christopher west | — | MAPD | — | Pending_Disenrollment | 2026-02-01 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| — | debbra bozman | UnitedHealthcare | MAPD | JJ | Pending_Disenrollment | 2026-02-01 | — |
| — | james mcqueen | Humana | MAPD | LJ | Pending_Disenrollment | 2026-02-01 | — |
| — | rosemary perez | Devoted Health | MAPD | LJ | Pending_Disenrollment | 2026-02-01 | — |
| — | mitchell green | BCBS Montana | ACA | AJ | Termed | 2026-02-01 | MANUAL REVIEW: Carrier 'Blue Cross' is ambiguous |
| 13457523801 | carolyn amundson | UnitedHealthcare | ACA | AJ | Pending_Disenrollment | 2026-02-01 | — |
| — | jennifer harvey | UnitedHealthcare | MAPD | JJ | Pending_Disenrollment | 2026-02-01 | — |
| STUB-sDTCChjTC84k | angela rivenbark | — | MAPD | — | Active | 2026-01-18 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| STUB-0ivgtsDSDGfK | juna rucker | — | MAPD | — | Active | 2026-01-18 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| STUB-vCn7bQiehHQJ | rhonda webb | — | MAPD | — | Pending_Disenrollment | 2026-01-18 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| STUB-BiiWXHANXoUf | san juana lopez | — | MAPD | — | Active | 2026-01-18 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| STUB-rMOWVSYGq7zi | cleveland young | — | MAPD | — | Active | 2026-01-18 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| STUB-JzeykG1G0OF7 | cindy crowe | — | MAPD | — | Active | 2026-01-18 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| STUB-HCjAPepazdPX | danny yoho | — | MAPD | — | Active | 2026-01-18 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| STUB-z7Cn3xch1dRr | caree hymon | — | MAPD | — | Pending_Disenrollment | 2026-01-18 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| STUB-yqVvGR2VSExP | roy roberts | — | MAPD | — | Active | 2026-01-14 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| STUB-fO9cvtPmMtYZ | william madrigal | — | MAPD | — | Pending_Disenrollment | 2026-01-14 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| STUB-AakFEtj5L3PY | jenna shaffer | — | MAPD | — | Pending_Disenrollment | 2026-01-14 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| STUB-UBv9FJVG8wm4 | kimberly conley | — | MAPD | — | Pending_Disenrollment | 2026-01-14 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| 450786828 | debbie holness | UnitedHealthcare | Ancillary | AJ | Active | 2026-01-13 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450783278 | margarita contreras | UnitedHealthcare | Ancillary | LJ | Active | 2026-01-10 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450776075 | vicky kincer | UnitedHealthcare | Ancillary | JC | Active | 2026-01-08 | DVH first import April 2026 — from Book of Business Ancillary tab |
| STUB-MzVbxaXDZt1w | donna cariker | — | MAPD | — | Pending_Disenrollment | 2026-01-08 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| — | shirley howard | UnitedHealthcare | MAPD | JJ | Pending_Disenrollment | 2026-01-01 | — |
| — | rhonda lankford | Humana | MAPD | JC | Pending_Disenrollment | 2026-01-01 | — |
| — | ornetal moss | Oscar | ACA | KJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | regina baker | UnitedHealthcare | MAPD | LJ | Pending_Disenrollment | 2026-01-01 | — |
| — | larry raw | Devoted Health | MAPD | AJ | Pending_Disenrollment | 2026-01-01 | — |
| — | ahmad sanders | Aetna | MAPD | AJ | Pending_Disenrollment | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | sheila steele | UnitedHealthcare | MAPD | LJ | Pending_Disenrollment | 2026-01-01 | — |
| — | kathy mason | Cigna | MAPD | AJ | Pending_Disenrollment | 2026-01-01 | — |
| 12774681001 | patrick whitfield | UnitedHealthcare | ACA | AJ | Pending_Disenrollment | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | michael hunter | UnitedHealthcare | MAPD | JJ | Pending_Disenrollment | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | brenda hussein bey | Humana | MAPD | LJ | Pending_Disenrollment | 2026-01-01 | — |
| 13468166501 | ROBERT GRAY | UnitedHealthcare | ACA | LJ | Pending_Disenrollment | 2026-01-01 | — |
| — | ROBERT GRAY | UnitedHealthcare | ACA | KJ | Active | 2026-01-01 | Missing pipeline_id. Vertical derived from v_product. Pipeline product match is false. |
| 13460176201 | courtney earl | UnitedHealthcare | ACA | AJ | Pending_Disenrollment | 2026-01-01 | — |
| — | dennis doyle | Aetna | MAPD | AJ | Pending_Disenrollment | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | adria rex-yevak | Florida Blue (BCBS FL) | ACA | AJ | Termed | 2026-01-01 | MANUAL REVIEW: Carrier 'BCBX' is ambiguous |
| OSC75809608-01 | dawn scott | Oscar | ACA | AJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| 450758806 | robin julius | UnitedHealthcare | Ancillary | JC | Active | 2026-01-01 | DVH first import April 2026 — from Book of Business Ancillary tab |
| — | dharma glover | Aetna | MAPD | KJ | Pending_Disenrollment | 2026-01-01 | — |
| U73177908 | bobby putnam | Ambetter | ACA | KJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| STUB-L7XQQ7Weu85M | jacqui henry | Humana | MAPD | — | Pending_Disenrollment | 2026-01-01 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| — | robert bernal | UnitedHealthcare | MAPD | JC | Pending_Disenrollment | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| 450531623 | kendall wood | UnitedHealthcare | Ancillary | AJ | Active | 2026-01-01 | DVH first import April 2026 — from Book of Business Ancillary tab |
| — | dwain tesch | UnitedHealthcare | MAPD | KJ | Pending_Disenrollment | 2026-01-01 | — |
| — | carole madden | Aetna | MAPD | AJ | Pending_Disenrollment | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | ivy hartman | CareSource | ACA | AJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | ramon cruz | UnitedHealthcare | MAPD | AJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| MS-0003161791 | erica rowe | Ambetter | ACA | AJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| 13453643701 | cheron ligon | UnitedHealthcare | ACA | AJ | Pending_Disenrollment | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | lisa aucoin | Humana | MAPD | LJ | Pending_Disenrollment | 2026-01-01 | — |
| — | jason grant | Oscar | ACA | AJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | patrice shafford | UnitedHealthcare | MAPD | LJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| 13457893401 | destini amundson | UnitedHealthcare | ACA | AJ | Pending_Disenrollment | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | joseph leonardo | Oscar | ACA | AJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | tommy willis | Humana | MAPD | LJ | Pending_Disenrollment | 2026-01-01 | — |
| — | michelle gumbert | UnitedHealthcare | MAPD | AJ | Pending_Disenrollment | 2026-01-01 | — |
| — | mary griffin | UnitedHealthcare | ACA | KJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | Tammy Parker | Ambetter | ACA | AJ | Active | 2026-01-01 | Date of birth is missing. Agent could not be identified. |
| — | thomas rose | UnitedHealthcare | MAPD | KJ | Pending_Disenrollment | 2026-01-01 | — |
| OSC77378449-01 | patricia bone | Oscar | ACA | AJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| 704M93268 | jordan marshall | Anthem | ACA | AJ | Pending_Disenrollment | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| U72695040 | sandra barnhill | Medica | ACA | AJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | kimberly reineke | UnitedHealthcare | MAPD | KJ | Pending_Disenrollment | 2026-01-01 | — |
| — | karen johnson | UnitedHealthcare | MAPD | JJ | Pending_Disenrollment | 2026-01-01 | — |
| — | victor haynes | Humana | MAPD | LJ | Pending_Disenrollment | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| 13434943601 | tammy mize | UnitedHealthcare | ACA | LJ | Pending_Disenrollment | 2026-01-01 | — |
| U72993933 | megan christopherson | Ambetter | ACA | KJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | francisco barrientos | UnitedHealthcare | ACA | KJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| OSC75897158-01 | tijuana smith | Oscar | ACA | AJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | Debra Clanton | — | Ancillary | KJ | Active | 2026-01-01 | Pipeline product mismatch: v_product 'ACA' conflicts with pipeline 'Ancillary DVH/HI' (d4BQL1uoptBrFZOKPOrC) which implies 'Ancillary'. |
| — | andrew dixon | UnitedHealthcare | MAPD | JJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | kim voegel | Devoted Health | MAPD | AJ | Pending_Disenrollment | 2026-01-01 | — |
| DVH-HpcYs07i819SrJMMN4Nl | spencer mccrea | Allstate | Ancillary | JC | Active | 2026-01-01 | DVH first import April 2026 — from Book of Business Ancillary tab |
| — | betty richardson | Devoted Health | MAPD | LJ | Pending_Disenrollment | 2026-01-01 | — |
| 450531298 | laura wood | UnitedHealthcare | Ancillary | KJ | Active | 2026-01-01 | DVH first import April 2026 — from Book of Business Ancillary tab |
| — | aaron carlisle | Humana | MAPD | LJ | Pending_Disenrollment | 2026-01-01 | — |
| U73298671 | bobbi black | Ambetter | ACA | JC | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | norma culpeper | Ambetter | ACA | KJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | diana luna | Aetna | MAPD | JJ | Pending_Disenrollment | 2026-01-01 | — |
| OSC05552914-01 | maria perez | Oscar | ACA | AJ | Pending_Disenrollment | 2026-01-01 | — |
| 97392885 | amyn lakhani | UnitedHealthcare | Ancillary | AJ | Active | 2026-01-01 | DVH first import April 2026 — from Book of Business Ancillary tab |
| U72887838 | lynn bellamy | Ambetter | ACA | AJ | Termed | 2026-01-01 | GHL shows active but Supabase termed - verify with carrier |
| — | janet porter | UnitedHealthcare | MAPD | AJ | Pending_Disenrollment | 2026-01-01 | — |
| — | james day | UnitedHealthcare | MAPD | JJ | Pending_Disenrollment | 2026-01-01 | — |
| 450727760 | francis pratt | UnitedHealthcare | Ancillary | KJ | Active | 2026-01-01 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450734325 | schontelle lockhart | UnitedHealthcare | Ancillary | JC | Active | 2025-12-20 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450729725 | olga turnipseed | UnitedHealthcare | Ancillary | KJ | Active | 2025-12-19 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450719210 | scott laaker | UnitedHealthcare | Ancillary | JC | Active | 2025-12-16 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450683589 | flor maria santamaria | UnitedHealthcare | Ancillary | KJ | Active | 2025-12-10 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450682506 | kaela grossman | UnitedHealthcare | Ancillary | JC | Active | 2025-12-10 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450684311 | august bushey | UnitedHealthcare | Ancillary | AJ | Active | 2025-12-10 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450568001 | caleb dowless | UnitedHealthcare | Ancillary | AJ | Active | 2025-12-01 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450579998 | lotoya marshall | UnitedHealthcare | Ancillary | AJ | Active | 2025-11-14 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450580109 | marva williams | UnitedHealthcare | Ancillary | KJ | Active | 2025-11-12 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450565566 | courtney earl | UnitedHealthcare | Ancillary | JC | Pending_Disenrollment | 2025-11-07 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450551781 | charles trachhtenberg | UnitedHealthcare | Ancillary | KJ | Active | 2025-11-04 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 12989104801 | jo murphy | UnitedHealthcare | ACA | AJ | Pending_Disenrollment | 2025-11-01 | — |
| STUB-9MkJjVDmlRh8 | maria martinez | — | MAPD | — | Termed | 2025-11-01 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| STUB-EUqew64cgIvs | gary smith | — | MAPD | — | Active | 2025-11-01 | Stub created from orphaned Transactions tab CCE records — needs BoB backfill |
| 450521257 | sara krapohl | UnitedHealthcare | Ancillary | JC | Active | 2025-10-23 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450491172 | ROBERT GRAY | UnitedHealthcare | Ancillary | KJ | Pending_Disenrollment | 2025-10-10 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450485336 | kimberly maskrey | UnitedHealthcare | Ancillary | JC | Active | 2025-10-08 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450478251 | noah rosenblatt | UnitedHealthcare | Ancillary | AJ | Active | 2025-10-03 | DVH first import April 2026 — from Book of Business Ancillary tab |
| — | michael blocker | UnitedHealthcare | MAPD | LJ | Termed | 2025-10-01 | GHL shows active but Supabase termed - verify with carrier |
| 450391235 | teresa spaulding | UnitedHealthcare | Ancillary | AJ | Active | 2025-09-01 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450350720 | randy pitt | UnitedHealthcare | Ancillary | AJ | Pending_Disenrollment | 2025-08-06 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450333289 | kristin wolfe | UnitedHealthcare | Ancillary | AJ | Pending_Disenrollment | 2025-08-02 | DVH first import April 2026 — from Book of Business Ancillary tab |
| — | audrey bryant | UnitedHealthcare | MAPD | LJ | Termed | 2025-08-01 | GHL shows active but Supabase termed - verify with carrier |
| SC-0003993924 | kristin wolfe | Molina | ACA | AJ | Pending_Disenrollment | 2025-08-01 | — |
| 450330114 | curtis mayon | UnitedHealthcare | Ancillary | AJ | Active | 2025-07-29 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450266759 | Grant English | UnitedHealthcare | Ancillary | — | Active | 2025-06-29 | Created by daily Ancillary sync 2026-04-10 |
| 450266759 | — | UnitedHealthcare | Ancillary | AJ | Active | 2025-06-29 | DVH first import April 2026 — from Book of Business Ancillary tab |
| — | dorothy humphery | CarePlus Health | MAPD | LJ | Pending_Disenrollment | 2025-06-01 | — |
| 450199374 | kai hobbs | UnitedHealthcare | Ancillary | AJ | Active | 2025-05-29 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450186735 | iva marsee | UnitedHealthcare | Ancillary | AJ | Active | 2025-05-22 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 450180465 | amyn lakhani | UnitedHealthcare | Ancillary | AJ | Active | 2025-05-20 | DVH first import April 2026 — from Book of Business Ancillary tab |
| 045W23577 | tabatha white | Anthem | ACA | LJ | Pending_Disenrollment | 2025-05-01 | GHL shows active but Supabase termed - verify with carrier |
| 87U7A5 | patricia price | Cigna | ACA | AJ | Pending_Disenrollment | 2025-05-01 | — |
| 450086799 | tessa jones | UnitedHealthcare | Ancillary | AJ | Active | 2025-04-05 | DVH first import April 2026 — from Book of Business Ancillary tab |
| U72116143 | carisa calvin | Ambetter | ACA | AJ | Pending_Disenrollment | 2025-04-01 | GHL shows active but Supabase termed - verify with carrier |
| 443250966 | veronica c | UnitedHealthcare | Ancillary | AJ | Active | 2025-02-08 | DVH first import April 2026 — from Book of Business Ancillary tab |
| — | jennifer ludford reid | Humana | MAPD | LJ | Pending_Disenrollment | 2025-02-01 | GHL shows active but Supabase termed - verify with carrier |
| — | ronald earl jr | UnitedHealthcare | MAPD | LJ | Active | 2024-09-01 | Effective date before agency existed (pre-2025) |
| — | andy yevak | UnitedHealthcare | MAPD | LJ | Active | 2010-01-24 | Effective date before agency existed (pre-2025) |
| — | gerald taylor ii | UnitedHealthcare | MAPD | AJ | Active | 2009-01-25 | Effective date before agency existed (pre-2025) |
| — | kevin moore | UnitedHealthcare | MAPD | AJ | Active | 2008-01-25 | Effective date before agency existed (pre-2025) |
| — | dawn hill | UnitedHealthcare | MAPD | LJ | Active | 2004-01-25 | Effective date before agency existed (pre-2025) |
| — | TERRY GROOVER | — | Unknown | JC | Active | — | [gemini_fallback] Vertical is Unknown. State is missing. Email is missing. Effective date is missing. |
| — | RICHARD BOOTH | Aetna | MAPD | JC | Active | — | Pipeline ID is missing, cannot confirm product. MBI is missing for MAPD product. |
| — | MICHAEL HERNANDEZ | — | Unknown | KJ | Active | — | [gemini_fallback] State is missing. Effective date is missing. Vertical could not be determined. |
| — | Ricky Lykins | Anthem | Unknown | JC | Active | — | Vertical is Unknown. |
| STUB-lRQsfLU40AHK | Unknown lRQsfLU4 | — | MAPD | — | Active | — | Stub created by daily sync 2026-04-29 — needs backfill from BoB |
| STUB-dXMNicZ0QM5H | angela katsafanas | — | Ancillary | — | Active | — | Stub created by daily sync 2026-04-22 — needs backfill from BoB |
| — | Montrez Burton | UnitedHealthcare | ACA | AJ | Active | — | Missing pipeline_id. Cannot verify pipeline_product_match. Missing FFM_ID for ACA policy. |
| — | — | Unknown | KJ | Active | — | [gemini_fallback] Missing first name. Missing last name. Missing pipeline ID. Vertical is Unknown. | |
| — | STEVE MONTANO | — | Unknown | JC | Termed | — | [gemini_fallback] Vertical is Unknown. Pipeline ID and V_Product mismatch or are missing. State is missing. |
| STUB-Ug8aFPx5PH2X | tracey thomason | — | MAPD | — | Active | — | Stub created by daily sync 2026-04-22 — needs backfill from BoB |
| STUB-ZxX0yYGNIJmo | glenda pack | — | MAPD | — | Active | — | Stub created by daily sync 2026-04-22 — needs backfill from BoB |
| STUB-m5YrgKszSPiU | Unknown m5YrgKsz | — | ACA | — | Active | — | Stub created by daily sync 2026-04-22 — needs backfill from BoB |
| — | FAY JOY | Humana | Unknown | KJ | Active | — | Vertical could not be determined. Pipeline ID is missing, product could not be validated. |
| 450958879 | Barbara Cassady | UnitedHealthcare | Ancillary | KJ | Active | — | DVH first import April 2026 — from Book of Business Ancillary tab |
| — | LAWRENCE PRISCO | Humana | MAPD | JC | Active | — | Missing pipeline_id, cannot verify product match. Enrollment type could not be determined. Missing MBI for MAPD enrollment. |
| — | DAVID TERPENNING | Humana | Unknown | KJ | Active | — | State is missing or invalid. Vertical is Unknown due to missing pipeline_id and v_product. |
| — | ZANTHE GILLISON | Aetna | MAPD | AJ | Active | — | Missing or unknown pipeline_id. Cannot confirm product match. Missing Medicare enrollment type (NTM/L2L) information. |
| 450472261 | glenice wyckoff | UnitedHealthcare | Ancillary | JC | Active | — | DVH first import April 2026 — from Book of Business Ancillary tab |
| STUB-OFpX6ZZVpRDJ | Unknown OFpX6ZZV | — | ACA | — | Active | — | Stub created by daily sync 2026-04-22 — needs backfill from BoB |
| — | Jessica Malloy | — | ACA | JC | Active | — | [gemini_fallback] v_product 'Unknown' does not match expected product 'ACA' from pipeline_id 'RG2lec7KYvkQfThLMz3P'. Missing FFM_ID for ACA enrollment. |
| — | Kamera Dempsey | — | ACA | JC | Active | — | [gemini_fallback] v_product 'Unknown' does not match expected product 'ACA' for pipeline 'ACA Empathy'. |