Dashboard
Primary Care Solutions — iMAC CRM
Medicare Advisory Coordinators · Agent Management Platform
Total iMACs
0
Active
0
Docs Missing
0
Referral Bonus YTD
$0
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Recent iMACs

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Recent Notifications

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Document Compliance

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iMACStatusPracticeTrainingPortalDocumentsActions

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Agent Portal Credentials
ℹ How it works: Set a unique username and password for each iMAC. They log in via the Agent Portal tab on the login screen to view their own profile, documents, referral bonuses and notifications.

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0
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YTD Total
$0.00
This Month
$0.00
Statements
0
Referral Bonus Statements
iMACPeriodCarrierPlanReferralsAmountStatus

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Read-only roll-up. This view aggregates client referrals entered by iMACs through their portals. To add a referral, the iMAC enters it on their dashboard.
Referrals
0 clients
ClientDOBPlanCarrierReferral DateiMACPhoneStatus

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PCS-authored materials. Study modules, practice questions, and certification content you add here appear in every iMAC\'s Study Resources section on their portal. Group them with the Category dropdown.
Study & Certification Materials
0 materials

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Document Compliance — All Agents

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Alerts & Reminders

All clear!

Primary Care Solutions
iMAC Portal