Lehigh CRM

Total Clients

0

Active Policies

0

This Month Commission

$0

Tasks Due Today

0

Upcoming Birthdays (next 30 days)

Name	DOB	Age	Contact

Renewals (next 60 days)

Client	Carrier	Policy	Renewal

Pipeline

0 pending policies

▾

Client	Carrier	Type	Policy #	Submitted	Effective	Status

Agent Resources

E&O Insurance

NEXT Insurance offers strong coverage, competitive pricing, and a fast online purchase experience for independent agents.

View Coverage Options

ACA Enrollment

Help consumers enroll in ACA plans through a secure, self-service platform—ideal for referrals or non-Medicare situations.

Earn referral compensation on completed enrollments.

Open HealthSherpa

Name ⇅	Status ⇅ ⋯	Phones	Email	City	Policies

Clients by Carrier

Client	Policy	Policy #	Premium

Policies by Type

Client	Carrier	Policy #	Effective

Policy Sub-Type

Birthday Month

Client	DOB	Age	Contact

Total Premium Revenue

$0

Total Commissions

$0

Conversion Rate

0%

Retention Rate

0%

From

To

Include policies without effective dates

Carrier Breakdown

Carrier	Policies	Premium	Commission

Due	Client	Task	Priority	Status

Backup & Restore (JSON)

⬆️ Import JSON

JSON backup includes Clients, Policies, Interactions, Tasks, and Carriers.
Folder save keeps a crm-data.json and crm-data-backup.json in a folder you choose.

CSV (Clients only)

⬆️ Import Clients CSV

CSV export/import is clients only. No policies.
Import dedupes using:
1) First + Last + Phone + DOB (when DOB is present on the row)
2) First + Last + Phone (when DOB is missing on the row)
Phone numbers are kept exactly as they appear in the CSV.

Carriers (dropdown list)

About

Single-file local CRM for Medicare agents. Data lives locally (IndexedDB). Optional JSON save to disk.

Client profile & contact
Medicare info: MBI (+ validation), Part A/B dates, Rx & pharmacy
Policies with premium/commission & dates
Interactions & Tasks
Reports & Analytics
Global search (name/phone/email/carrier/policy/type)
JSON & CSV export/import (clients)

Dashboard

Carrier Breakdown