Dashboard › Case dashboard

Case dashboard

What is about to enroll, what is enrolling, what closed this year, and when the money lands. Sixteen columns, three sections, sortable; the color follows the days left.
1 · Request a quote2 · Complete the SOL3 · Prep open enrollment4 · Dashboard
Upcomingopens within 30 days
Company# livesCloserProductsEngageOpensClosesDays leftEffectiveEst. commissionPoliciesValueThresholdUpdatedByNotes
No cases yet. Rows appear here as the steps are used; the enrollment team's numbers come from the Selerix upload below.
Enrollingopen today
Company# livesCloserProductsEngageOpensClosesDays leftEffectiveEst. commissionPoliciesValueThresholdUpdatedByNotes
No cases yet. Rows appear here as the steps are used; the enrollment team's numbers come from the Selerix upload below.
Closed enrollmentsyear to date
Company# livesCloserProductsEngageOpensClosesDays leftEffectiveEst. commissionPoliciesValueThresholdUpdatedByNotes
No cases yet. Rows appear here as the steps are used; the enrollment team's numbers come from the Selerix upload below.

Selerix numbers

Drop a Selerix enrollment report here for a case · policies written, payroll cycle and annual premium are read off it · progress or final
Not connected yet. The file itself is never kept; only the three numbers are.

How a case moves

1 · QuotedStep 1 sends the request to MassMutual; the proposal comes back to the portal.
2 · SOL signedStep 2 fills the authorization pages and gets the signature. The case now exists.
3 · Open enrollment preppedStep 3 sets the dates and creates the tasks: video, landing page, appointment links, Engage.
4 · Enrolling → closed → paidThe board tracks days left, policies written and the estimated commission date (effective date + 50 days).
One Solution Agency · Agent Portal · a starting point built Oct 16, 2026 — the forms are not connected yet; see each page's note.