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Employer Group Dashboard
Manage employer group accounts, enrollments, and renewal tracking
Total Groups
47
Active employer accounts
Total Enrolled
3,842
Employees enrolled
Renewals Due
8
This quarter
Collections Rate
96.2%
Premium collection rate
Employer Groups
Group NameGroup IDSIC CodeEnrollmentPlan YearRenewal DateBilling StatusAccount Manager
Acme CorpGRP-00413579 – Office Equip1,247Jan–Dec 2026Dec 31, 2026ActiveSarah Chen

Key Contacts

HR Director: Jennifer Adams

jadams@acmecorp.com · (415) 555-0182

Benefits Admin: Tom Reyes

Plans Offered

HMO Gold, PPO Silver

HMO Bronze (voluntary)

Enrollment Trend

Valley HospitalGRP-00388062 – Hospitals389Jul–Jun 2026Jun 30, 2026Renewal DueMarcus Webb

Key Contacts

CFO: Dr. Anita Sharma

asharma@valleyhospital.org

Plans Offered

HMO Gold, HMO Silver

Enrollment Trend

TechStart IncGRP-00447372 – Software145Jan–Dec 2026Dec 31, 2026ActiveLisa Park

Key Contacts

CEO: Ryan Patel

ryan@techstart.io

Plans Offered

HMO Silver, HMO Bronze

Enrollment Trend

Metro Schools DistrictGRP-00278211 – Education567Sep–Aug 2026Aug 31, 2026ActiveSarah Chen

Key Contacts

Superintendent: Dr. Carol Nguyen

cnguyen@metroschools.edu

Plans Offered

HMO Gold, HMO Silver, PPO Silver

Enrollment Trend

Retail Partners LLCGRP-00315999 – Retail234Jan–Dec 2026Dec 31, 2026DelinquentMarcus Webb

Key Contacts

Controller: Brett Simmons

brett@retailpartners.com

Plans Offered

HMO Bronze

Enrollment Trend

Greenfield ManufacturingGRP-00193490 – Manufacturing412Jan–Dec 2026Dec 31, 2026ActiveLisa Park

Key Contacts

HR Mgr: Kim Okafor

kokafor@greenfield.com

Plans Offered

HMO Gold, HMO Silver

Enrollment Trend

City Law GroupGRP-00477389 – Legal Services78Apr–Mar 2027Mar 31, 2027Renewal DueSarah Chen

Key Contacts

Managing Partner: Ellen Torres

etorres@citylaw.com

Plans Offered

PPO Silver, HMO Gold

Enrollment Trend

North Bay LogisticsGRP-00334215 – Trucking203Jan–Dec 2026Dec 31, 2026ActiveMarcus Webb

Key Contacts

Operations Mgr: Dan Chow

dchow@northbaylogistics.com

Plans Offered

HMO Silver, HMO Bronze

Enrollment Trend

Sunrise ClinicsGRP-00228099 – Health Services156Jul–Jun 2027Jun 30, 2027ActiveLisa Park

Key Contacts

COO: Priya Mehta

pmehta@sunriseclinics.org

Plans Offered

HMO Gold

Enrollment Trend

Pacific Realty GroupGRP-00366512 – Real Estate94Jan–Dec 2026Dec 31, 2026Renewal DueSarah Chen

Key Contacts

Office Mgr: Nina Walsh

nwalsh@pacificrealty.com

Plans Offered

HMO Silver, PPO Silver

Enrollment Trend
Showing 10 of 47 groups
AI Assistant
Getting Started ▾

The Employer Group Dashboard gives you a real-time view of all employer accounts, enrollment counts, renewal timelines, and billing health.

KPI Cards ▾
  • Total Groups: All active employer accounts in the system.
  • Total Enrolled: Sum of enrolled employees across all groups.
  • Renewals Due: Groups with plan year ending this quarter.
  • Collections Rate: % of premium invoices collected on time.
Group Table & Status Badges ▾
  • Active: Billing current, plan year active.
  • Renewal Due: Plan year ending within 90 days — action required.
  • Delinquent: Invoice overdue by 30+ days.
  • Click any row to expand key contacts, plans offered, and enrollment trend.
Adding a New Group ▾

Click + Add Group to open the Group Setup form. You'll need the company FEIN/EIN, SIC code, and primary contact details to get started.

📖 User Manual 🔧 Admin Manual