Settings
Configure your Health Insurance Hub preferences
Landing Page Phone Numbers
Configure DID (phone numbers) for your landing pages
Default phone for PaycheckComparison page
For Marketplace/ACA subsidy plans
For private insurance plans outside marketplace
For Medicare plans
Invite Collaborators
Invite others to collaborate on your Health Insurance Hub
Notifications
Manage how you receive updates
New Lead Alerts
Get notified when a new lead comes in
Weekly Summary
Receive a weekly performance report
Module Alerts
Notifications when modules need attention
Email Configuration
Configure outbound email settings
Automation
Configure automation behavior
Auto-Score Leads
Automatically calculate lead scores
Auto-Send Welcome Emails
Send welcome email to new leads
Auto-Assign Leads
Automatically route leads based on type
Data Management
Manage your data and exports
Export All Leads
Download all lead data as CSV
Export Analytics
Download performance reports