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Insured	Line	Monthly Commission	Line4	Term Date	Carrier	Company Name	Client Type	Insured Name	Who are you?	What is this?	Notes	clienttype1	companyname1	carrier1	Is this	Effective date	Policy Number	Please list all plans being elected	Lead Source	Account Source	Premium amount	notes1	clienttype2	insuredname2	companyname2	carrier2	effectivedate1	policynumber1	pleaselistallplansbeingelected1	line2	Notes (Including new premium)	YEAR	Closed Month	Premium term	Entry Date	Entry ID	User	User IP
Mark Schrimmer	Individual - Medicare part D	5.83							Shane Canter	Add		Individual		Aetna	New Business	05/01/2019	MEBSNV6P	Aetna Medicare PDP Saver	Christine Wale	From Shane Canter	32.40											2019	April	Monthly	04/12/2019 03:36 PM	592		47.15
			Personal - Auto	April 11, 2019	Mapfre		Individual	Ruben Tovar	Shane Canter	Term	went with AAA																								04/12/2019 05:13 PM	593		47.15
									Shane Canter	Renewal													Company	Rincon Stratagies		nationwide (Amco/Allied)	04/28/2019	0		Commercial - BOP	$575 Agent commission is 86.25 we get 80% - $69 annually or 5.75 per month.. woot				04/15/2019 04:48 PM	594		47.15
Nicole Caldwell									Jeremy Zeller	Add		Individual										Patrick didn't bother. Please check the task										2019	January		04/11/2019 08:31 PM	591	jeremyzeller	47.15
Cindy Wilson	Individual - Medicare part D								Pam Korneisel	Add		Individual		Aetna	New Business	02/01/2019	MEBSBN4Q	Aetna Medicare Rx Select (PDP)	Friend	GBIS House account												2019	January	Monthly	03/05/2019 05:38 PM	505		47.15
Cindy Wilson	Individual - Medicare Sup								Pam Korneisel	Add		Individual		United Health Care	New Business	02/01/2019	341279564-1	UHC Med Supp Plan F	Friend	GBIS House account												2019	January	Monthly	03/05/2019 05:32 PM	504		47.15
									Pam Korneisel	Renewal													Company	Zip Brands		Allied/Nationwide	02/26/2019	3,018,664,695		Commercial - BOP					03/04/2019 07:07 PM	503		47.15
Mike Mustoe	Individual - Medicare Sup								Shane Canter	Add		Individual		Blue Shield	Rewrite	03/01/2019	906224603	Supp F Extra		GBIS House account	152.31											2019	March	Monthly	03/02/2019 01:17 AM	501		47.15
Jo Pledge	Individual - Medicare Sup								Shane Canter	Add		Individual		Blue Shield	Rewrite	03/01/2019	906224603	Supp F Extra		From Shane Canter	127.31											2019	March	Monthly	03/02/2019 01:15 AM	500		47.15
Howard Einberg	Individual - Medicare Sup	20.72							Jeremy Zeller	Add		Individual			New Business																	2019			02/28/2019 09:59 PM	498	jeremyzeller	47.15
Gary Paller	Individual - Medicare Sup	15.21							Jeremy Zeller	Add		Individual			New Business																	2019	January		02/28/2019 09:59 PM	497	jeremyzeller	47.15
Marvin Rhine	Individual - Medicare part D	5.83							Jeremy Zeller	Add		Individual			New Business																	2019	January		02/28/2019 09:58 PM	496	jeremyzeller	47.15
Gary Ress	Individual - Medicare part D	5.83							Jeremy Zeller	Add		Individual			New Business																	2019	January		02/28/2019 09:55 PM	495	jeremyzeller	47.15
Ellen Fields	Individual - Health (on exchange)	22.48							Pam Korneisel	Add		Individual		Blue Shield	New Business	03/01/2019	908998940	Silver 70 Trio HMO	Morris & Garritano	GBIS House account	1,873.53	Her Husband James Fields is on plan also										2019	March		03/16/2019 12:10 AM	527		47.15
David Dupetit	Commercial - Gen Liability	24.15							Jeremy Zeller	Add		Individual			New Business																	2019	January		02/28/2019 09:51 PM	494	jeremyzeller	47.15
									Shane Canter	Renewal													Individual	Bill Hoffman		Travelers	04/18/2019	602,343,330		Personal - Auto	upped their coverage to 100/300/100. new 6 month premium is 1,317 Renters policy renewed as well w/no change in the premium.				04/18/2019 04:25 PM	598		47.15
Cynthia Forgays	Individual - Medicare Adv	50.00							Shane Canter	Add		Individual		Blue Shield	New Business	05/01/2019	980468022	Blue Shield 65 Plus HMO	Beverly Stone - Agent	From Shane Canter	0.00											2019	April	Annual	04/16/2019 05:03 PM	597		47.15
Christine LeBlanc	Individual - Medicare Sup								Shane Canter	Add		Individual		Blue Shield	Rewrite	04/01/2019		Supplement Plan F Extras		GBIS House account	174.00	she upgraded her plan and lowered her premium so ID number stays the same										2019		Monthly	04/16/2019 05:01 PM	596		47.15
									Shane Canter	Renewal													Company	Z & D Entertainment		Mt. Hawley	04/15/2019	0		Commercial - BOP	867.91. Written through Bass				04/15/2019 05:20 PM	595		47.15
Dillion Decker	Individual - Health (off exchange)								Pam Korneisel	Add		Individual		Blue Shield	New Business	01/01/2019	908976832	Minimum Coverage PPO	Morris & Garritano	GBIS House account	284.42	Dillon Decker is Tammy Decker's Son										2019	December	Monthly	03/07/2019 05:49 PM	509		47.15
Chad Decker	Individual - Health (off exchange)								Pam Korneisel	Add		Individual		Blue Shield	New Business	01/01/2019	908976873	Bronze 60 PPO	Morris & Garritano	GBIS House account	294.64	Chad Decker is Tammy Decker's Son										2019	December	Monthly	03/07/2019 05:47 PM	508		47.15
Tammy Decker	Individual - Health (off exchange)								Pam Korneisel	Add		Individual		Blue Shield	New Business	01/01/2019		Silver 70 Off Exchange PPO	Morris & Garritano	GBIS House account		Donald Decker - Spouse is on Plan										2019	December		03/07/2019 05:30 PM	507		47.15
Eric Tomasi	Individual - Health (off exchange)	21.08							Shane Canter	Add		Individual		Blue Shield	New Business	02/01/2019	908989170	Silver 18520 PPO	Morris & Garritano	GBIS House account	1,621.78											2019	February	Monthly	03/05/2019 06:46 PM	506		47.15
Mark Koman	Individual - Medicare part D	5.83							Shane Canter	Add		Individual		Aetna	New Business	04/01/2019	MEBSKR6Q	Aetna Select PDP Plan	Stan Carmichael - Agent	From Shane Canter	19.10											2019	March	Monthly	03/12/2019 03:36 PM	515		47.15
Terri Withers-Schroeder	Personal - Auto	9.82							Shane Canter	Add		Individual		Travelers	New Business	04/08/2019	604060679-203-1		Friend	From Shane Canter	982.00											2019	March	Annual	03/11/2019 04:22 PM	514		47.15
Terri Withers-Schroeder	Personal - Home	5.06							Shane Canter	Add		Individual		Travelers	New Business	04/08/2019	604060631-663-1		Friend	From Shane Canter	503.00											2019	March		03/11/2019 04:20 PM	513		47.15
									Shane Canter	Renewal													Individual	Michon Chappel		Travelers	04/05/2019			Personal - Renters					03/08/2019 12:44 AM	512		47.15
									Shane Canter	Renewal													Individual	Michon Chappel		Travelers	04/05/2019			Personal - Auto					03/08/2019 12:44 AM	511		47.15
			Individual - Health (off exchange)	January 31, 2019	Blue Shield		Individual	Sarah Pederson	Pam Korneisel	Term	As per request from Client to cancel Health Insurance as of 1/31/19. Attachment of cancellation request in file.																								03/07/2019 06:56 PM	510		47.15
Suzanne Welke	Individual - Life	86.50							Shane Canter	Add		Individual		Protective	New Business	03/12/2019	Tu5239543	10 year 500K term policy	Friend	From Shane Canter	1,038.00											2019	March	Annual	03/14/2019 10:23 PM	523		47.15
Nicholas Duenez	Personal - Auto	10.66							Shane Canter	Add		Individual		Bristol West	New Business	03/15/2019	G00955185600		Friend	From Shane Canter	1,280.81											2019	March	Semi-annual	03/14/2019 08:41 PM	522		47.15
Monica Duenez	Personal - Home	3.50							Shane Canter	Add		Individual		Foremost	New Business	03/15/2019	103-0923093614		Friend	From Shane Canter	426.00	Mobile Home Policy										2019	March	Annual	03/14/2019 05:05 PM	521		47.15
Jordan Moon	Individual - Health (off exchange)	17.15							Debbie Dreese	Add		Individual		Blue Shield	New Business	03/01/2019		Silver 70 PPO		GBIS House account	1,429.71											2019	March	Monthly	03/12/2019 10:26 PM	517	jeremyzeller	47.15
Steven Freedman	Personal - Home	0.00							Shane Canter	Add		Individual		California Fair Plan	New Business	11/13/2018	CFP 2538371-00		Client Referral	From Shane Canter	2,138.00	we are taking this over as BOR, do not know if we will get paid										2019	March	Annual	03/13/2019 05:09 PM	518		47.15
			Individual - Health (on exchange)	March 31, 2019	Blue Shield		Individual	Robert Villa	Shane Canter	Term	went to medicare w/shield																								03/21/2019 07:04 PM	535		47.15
Brett Emma	Personal - Umbrella								Shane Canter	Add		Individual		USLI	Rewrite	03/24/2019	PCL1720455			From Shane Canter	322.00											2019	March	Annual	03/21/2019 05:44 PM	534		47.15
Monte Martin	Individual – Disability	58.58							Shane Canter	Add		Individual		The Standard	New Business	03/12/2019	00CC742410	2000 monthly benefit 90 day elimination period Non taxed benefit	Beverly Stone - Agent	From Shane Canter	1,406.30											2019	March	Annual	03/19/2019 10:28 PM	532		47.15
Steven Freedman	Personal - Home	21.94							Shane Canter	Add		Individual		Travelers	New Business	03/17/2019	604106985 633 1		Client Referral	From Shane Canter	2,194.00	DIC policy with Safeco canceled 3/18/19. this policy is replacing it.										2019	March	Annual	03/19/2019 03:32 PM	531		47.15
Rincon Strategies	Group - Other (Ancillary)	8.06							Jeremy Zeller	Add		Company		Zywave	New Business	03/18/2019	0006	Training 360, Sexual Harassment only	Client Referral	GBIS House account	100.00											2019	March	Annual	03/18/2019 11:39 PM	530		47.15
Richard Berg	Individual - Medicare Sup								Shane Canter	Add		Individual		Anthem Blue Cross	Rewrite	04/01/2019	844W00108	Innovative F Plan		GBIS House account	132.54	Need to cancel his IFP w/ Blue Shield.										2019	March	Monthly	03/25/2019 05:24 PM	541		47.15
Titles Studio LLC	Commercial - BOP	5.98							Shane Canter	Add		Company		HISCOX	New Business	03/20/2019	UDC-4107295-BOP-19		Client Referral	From Shane Canter	717.00											2019	March	Annual	03/22/2019 03:45 PM	539		47.15
Titles Studio LLC	Commercial - Prof Liability	4.68							Shane Canter	Add		Company		HISCOX	New Business	03/20/2019	UDC-4107295-EO-19		Client Referral	From Shane Canter	561.00											2019	March	Annual	03/22/2019 03:44 PM	538		47.15
									Shane Canter	Renewal													Company	Meridian Design Studio, LLC		USLI	04/23/2019	0		Commercial - BOP	$1748				03/21/2019 07:06 PM	536		47.15
			Individual - Health (off exchange)	January 1, 2018	Blue Shield		Individual	Jason King	Pam Korneisel	Term	ID #906267692 - Gold 80 PPO																								03/26/2019 07:30 PM	549		47.15
Seso Media Group	Commercial - Gen Liability								Shane Canter	Add		Company		The Hartford	Rewrite	04/01/2019	72 SBM BC3514			From Shane Canter	885.00	Canceled Nationwide Policy										2019	March	Annual	03/26/2019 05:28 PM	548		47.15
Seso Media Group	Commercial - Work Comp	27.86							Shane Canter	Add		Company		The Hartford	New Business	04/06/2019	72 WEC AD0HP4		David Brecher - Agent	From Shane Canter	2,786.00											2019	March	Annual	03/26/2019 05:27 PM	547		47.15
John Reed	Individual - Medicare part D								Shane Canter	Add		Individual		Aetna	Rewrite	04/01/2019	MEBSLSPB	Select PDP		GBIS House account	19.10											2019	March	Monthly	03/26/2019 03:46 PM	546		47.15
Joyce Wolf	Individual - Medicare Adv								Pam Korneisel	Add		Individual		Aetna	Rewrite	04/01/2019	MEBSLBSD	AETNA MEDICARE PRIME PLAN (HMO)		GBIS House account	0.00											2019	March		03/25/2019 09:14 PM	544		47.15
John Reed	Individual - Medicare Sup								Shane Canter	Add		Individual		Anthem Blue Cross	Rewrite	04/01/2019	258W00108	Innovative F		GBIS House account	132.54											2019	March	Monthly	03/26/2019 03:45 PM	545		47.15
Barry Kress	Individual - Medicare part D	5.83							Shane Canter	Add		Individual		Aetna	New Business	05/01/2019	MEBSLJLY	PDP Select Plan	M&G TXR that never txred	From Shane Canter	19.10											2019	March	Monthly	03/25/2019 06:53 PM	542		47.15
Barry Kress	Individual - Medicare Sup	26.51							Shane Canter	Add		Individual		Anthem Blue Cross	New Business	05/01/2019	640W00121	Innovative F	Friend	From Shane Canter	132.54											2019	March	Annual	03/25/2019 06:59 PM	543		47.15
			Individual - Health (off exchange)	January 1, 2019	Blue Shield		Individual	Brian King	Pam Korneisel	Term	ID # 906267497 – Gold 80 PPO Plan																								03/26/2019 07:59 PM	552		47.15
Denise Dudley	Individual - Medicare part D								Jeremy Zeller	Add		Individual		Blue Shield	Rewrite	01/01/2019	980460124	Blue Shield Rx Plus PDP		GBIS House account	81.10											2018	December	Monthly	03/26/2019 07:53 PM	551	jeremyzeller	47.15
Denise Dudley	Individual - Medicare Sup								Jeremy Zeller	Add		Individual		Blue Shield	Rewrite	01/01/2019	908864487	Blue Shield Medicare Supplement Plan Innovative F		GBIS House account	115.00											2018	December	Monthly	03/26/2019 07:50 PM	550	jeremyzeller	47.15
Brian King	Individual - Health (on exchange)								Pam Korneisel	Add		Individual		Blue Shield	Rewrite	01/01/2019	906984583	Silver 90 PPO		GBIS House account	396.83	cancelled from BS direct 12/31/18 and wrote w/ BS via Covered CA 01/01/19										2019	January	Monthly	03/28/2019 12:02 AM	556		47.15
Jason King	Individual - Health (on exchange)								Pam Korneisel	Add		Individual		Blue Shield	Rewrite	01/01/2019	906984581	Silver 94 PPO		GBIS House account	406.35	Cancelled him from BS direct 12/31/18 and wrote with BS via Covered California 01/01/19.										2019	January	Monthly	03/27/2019 11:57 PM	555		47.15
			Individual - Health (off exchange)	January 1, 2019	Blue Shield		Individual	Brian King	Pam Korneisel	Term	Gold 80 PPO ID: 906267497																								03/26/2019 08:08 PM	553		47.15
									Shane Canter	Renewal													Company	Steadfast Remodel & Design		MetLife (dovetail)	04/27/2019	0		Commercial - BOP	1876 (with terrorism)				03/27/2019 06:40 PM	554		47.15
									Shane Canter	Renewal													Company	Downs Crane & Hoist		Amtrust	01/31/2019	0		Commercial - Work Comp	Estimated 3,149				04/02/2019 10:24 PM	568		47.15
Glenn Ricard	Individual - Medicare part D	5.83							Shane Canter	Add		Individual		Aetna	New Business	04/01/2019	MEBSL9HZ	PDP Select Plan	Kathi Dolan	From Shane Canter	19.10											2019	April	Monthly	04/02/2019 05:18 PM	567		47.15
Laura Berquist	Individual - Medicare part D	5.83							Shane Canter	Add		Individual		Aetna	New Business	04/01/2019	MEBSDZWT	PDP Select	Stan Carmichael - Agent	From Shane Canter	19.10											2019	April	Monthly	04/02/2019 04:13 PM	566		47.15
			Commercial - Gen Liability	April 1, 2019	HISCOX		Company	Ms Fitness Challenge	Shane Canter	Term	GL & PL policy canceled due to moving to Idaho.																								04/01/2019 06:30 PM	565		47.15
Jean Murphy	Group - Health	25.00							Shane Canter	Add		Individual		Humana	New Business	04/01/2019	H64523918	Humana Gold Plus H5619-021 (HMO)	Beverly Stone - Agent	From Shane Canter	0.00											2019	April	Monthly	04/01/2019 05:13 PM	564		47.15
Chris Drake	Individual - Medicare part D	2.50							Shane Canter	Add		Individual		United Health Care	New Business	04/01/2019	020239322-1	AARP MedicareRx Preferred (PDP)	Bowermasters & Ass	From Shane Canter	83.40											2019	April	Monthly	04/01/2019 02:56 PM	563		47.15
Linda Vint	Individual - Medicare part D								Jeremy Zeller	Add		Individual		Aetna	Rewrite	04/01/2019	MEBSLQVG	Aetna Plan D		GBIS House account	19.10	This was a Pam one but it wasn't entered correctly.										2019	April	Monthly	03/29/2019 05:43 PM	562		47.15
Linda Vint	Individual - Medicare Sup								Pam Korneisel	Add		Individual		Anthem Blue Cross	New Business	04/01/2019	801W00120	Athem Med Supplement	Other	GBIS House account	134.54											2019			03/28/2019 11:20 PM	560		47.15
Emil C Palafox	Individual - Medicare part D								Pam Korneisel	Add		Individual		Anthem Blue Cross	Rewrite	01/01/2019	100M98861	blue cross medicarerx		GBIS House account	78.30											2019	January	Monthly	03/28/2019 06:50 PM	558		47.15
Emil Palafox	Individual - Medicare Sup								Pam Korneisel	Add		Individual		Anthem Blue Cross	Rewrite	12/01/2018	979m98021	Anthem Med Sup plan Innovative F		GBIS House account	113.00											2019	November	Monthly	03/28/2019 06:57 PM	559		47.15
Cheryl Miller	Individual - Health (off exchange)								Pam Korneisel	Add		Individual		Blue Shield	New Business	04/01/2019	908863419	Silver 70 Off EXchange PPO	Friend	GBIS House account	1,309.57	Debbie's Friend										2019	January		03/28/2019 11:50 PM	561		47.15
									Shane Canter	Renewal													Company	Rincon Stratagies		HISCOX	04/28/2019	0		Commercial - Prof Liability	698 Upped coverage to 1M/2M agg.				04/03/2019 07:10 PM	570		47.15
Andrew Platt	Personal - Renters	3.53							Shane Canter	Add		Individual		NatGen	New Business	04/04/2019	2007623033		Friend	From Shane Canter	385.00											2019	April	Annual	04/04/2019 03:28 PM	573		47.15
Andrew Platt	Personal - Auto	27.14							Shane Canter	Add		Individual		NatGen	New Business	04/04/2019	2007624053		Friend	From Shane Canter	2,961.02											2019	April	Annual	04/04/2019 03:26 PM	572		47.15
			Individual - Medicare Sup	May 1, 2019	Blue Shield		Individual	Barbara Gerl	Shane Canter	Term	moved to an MAPD plan																								04/05/2019 04:42 PM	578		47.15
Barbara Gerl	Individual - Medicare Adv								Shane Canter	Add		Individual		United Health Care	Rewrite	05/01/2019	009436606-1	UnitedHealthcare MedicareComplete Assure (HMO)		From Shane Canter	16.00	She is on Medi-Cal so she is Medi/Medi Eligible and does not have to pay the plan premium.										2019	April	Monthly	04/05/2019 04:36 PM	577		47.15
									Shane Canter	Renewal														Daniel Attias		MetLife (dovetail)	04/11/2019	0		Commercial - BOP	$400 same as last year				04/04/2019 04:02 PM	574		47.15
Josie Brewer	Individual - Health (off exchange)	9.60							Jeremy Zeller	Add		Individual		Blue Shield	New Business	02/01/2019	908879968	Bronze 60 PPO	Morris & Garritano	GBIS House account	872.00											2019	January	Monthly	04/11/2019 08:23 PM	590	jeremyzeller	47.15
Carl Zimmerman	Individual - Health (on exchange)	17.10							Jeremy Zeller	Add		Individual		Blue Shield	New Business	02/01/2019	908878990	Bronze 60 PPO	Warner Pacific	GBIS House account	1,736.00	ZIMMERMAN , MARSHA Wife 08/11/1956 F										2019	January	Monthly	04/11/2019 08:18 PM	589	jeremyzeller	47.15
Bari Berkowitz	Individual - Health (off exchange)	17.58							Jeremy Zeller	Add		Individual		Blue Shield	New Business	01/01/2019	908863396	Silver 70 Off Exchange PPO	Client Referral	GBIS House account	1,598.51											2019	January	Monthly	04/11/2019 08:14 PM	588	jeremyzeller	47.15
Cecilia Reinoso	Individual - Medicare part D								Shane Canter	Add		Individual		SilverScript	Rewrite	05/01/2019	G8D039856	SilverScript Choice PDP		From Shane Canter		We were able to get her disenrolled from the UHC plan she was put on by a douche agent and reassigned to us, so if we did not get paid before, idk how we will be paid now										2019	April	Annual	04/11/2019 03:19 PM	587		47.15
			Individual - Medicare part D	February 1, 2019	SilverScript		Individual	Cecilia Renoiso	Shane Canter	Term	she was disenrolled because some douche enrolled her in a UHC plan																								04/11/2019 03:16 PM	586		47.15
Catherine Ashton	Individual - Medicare Adv	40.16							Shane Canter	Add		Individual		UHC	New Business	06/01/2019	009392143-1	AARP MedicareComplete SecureHorizons Plan 2 (HMO)	Beverly Stone - Agent	From Shane Canter	0.00											2019	April	Annual	04/10/2019 05:36 PM	585		47.15
Terry Harris	Personal - Renters								Shane Canter	Add		Individual		Travelers	Rewrite	04/10/2019	6042256746341			GBIS House account	128.00											2019	April	Annual	04/08/2019 04:32 PM	581		47.15
Terry Harris	Personal - Auto								Shane Canter	Add		Individual		Travelers	Rewrite	04/10/2019	604225745-203-1			GBIS House account	1,369.76											2019	April	Annual	04/08/2019 04:39 PM	582		47.15
			Personal - Auto	December 26, 2019	CSE		Individual	Karen Kady	Shane Canter	Term																									04/09/2019 04:27 PM	583		47.15
Christy Dohm	Individual - Medicare Adv	25.00							Shane Canter	Add		Individual		Blue Shield	New Business	05/01/2019	980467915	Blue SHield 65 Plus Medicare Advantage	Morris & Garritano	From Shane Canter	0.00											2019	April	Annual	04/19/2019 04:32 PM	601		47.15
David Dohm	Individual - Medicare Adv	25.00							Shane Canter	Add		Individual		Blue Shield	New Business	05/01/2019	980467916	Blue Shield 65 Plus MAPD	Morris & Garritano	From Shane Canter	0.00											2019	April	Annual	04/19/2019 04:30 PM	600		47.15
			Individual - Health (on exchange)	April 30, 2019	Kaiser		Individual	Sheila Lan	Bill Immel	Term	Covered California Kaiser Plan. Moved to Kaiser MAPD, now Former Client.																								04/18/2019 06:34 PM	599		76.95
									Shane Canter	Renewal													Company	Z & D Entertainment		Mt Hawley	04/15/2019	0		Commercial - BOP	867.91				04/19/2019 10:45 PM	603		47.15
									Shane Canter	Renewal													Company	Civil Design & Drafting, Inc		Employers	05/10/2019	0		Commercial - Work Comp	1972 is estimated premium.				04/19/2019 09:01 PM	602		47.15
Corsair Trainer	Commercial - Gen Liability	33.33							Shane Canter	Add		Company		RSUI	New Business	04/24/2019	LHR775701		Friend	From Shane Canter	2,880.00	all notes are in the task under Steve Broadhead. Please create an account in Gen4 for Corsair Trainer and put Steve as the contact. Note this is a General and Professional Liability Policy all in one.										2019	April	Annual	04/25/2019 10:10 PM	612		47.15
JWO Corp	Group - Health	112.18							Debbie Dreese	Add		Company		Anthem	New Business	04/01/2019	G15890	Platinum PPO 20%/10% (3KHP) Bronze PPO 65/4600/40% (3KJ9)	Anthem Lead	GBIS House account	2,243.66	see task for contribution and other notes										2019	April	Monthly	04/22/2019 09:37 PM	608		47.15
Angela Turley	Personal - Renters	1.66							Shane Canter	Add		Individual		Travelers	New Business	05/01/2019	604322437-634-1		Friend	From Shane Canter	166.00											2019	April	Annual	04/24/2019 05:12 PM	610		47.15
Reba Shanes	Individual - Medicare Adv	25.00							Shane Canter	Add		Individual		Anthem	New Business	05/01/2019	292W00404	MediBlue Plus HMO	Client Referral	From Shane Canter	0.00											2019	April	Annual	04/22/2019 04:22 PM	606		47.15
			Group - Health	May 1, 2019	Bluecross Blue Shield of Nevada		Company	All Points Marketing	Shane Canter	Term	got a job w/a company that provides benefits so he requested to cancel the group plan																								04/26/2019 03:31 PM	613		47.15
Steve Kenedy	Individual - Life	103.49							Shane Canter	Add		Individual		Protective	New Business	05/16/2019	B00957348	10 year 250K Term		From Shane Canter	1,241.88											2019	April	Annual	04/29/2019 04:15 PM	616		47.15
Greg Morris & Estela Flores	Personal - Auto	10.40							Tim Kanter	Add		Individual		Nat Gen	New Business	04/27/2019	2006588802		Tim Neal - Agent	From Tim Neal	1,300.00	Purchased new Tesla. Sold the Scion 2 days later.										2019	April		04/29/2019 05:09 PM	617		47.15
			Personal - Auto	April 29, 2019	Nat Gen		Individual	Greg Morris & Estela Flores	Tim Kanter	Term	Removed Scion from Auto Policy 2006588802																								04/29/2019 05:10 PM	618		47.15
									Shane Canter	Renewal													Individual	Sue Artoff			05/02/2019	0		Personal - Other	$907 annual same carrier as before				04/29/2019 06:23 PM	619		47.15
Wesan Alkelani	Personal - Home	70.00							Shane Canter	Add		Individual		Nationwide	New Business	05/02/2019	7204HR076855		Rene Ruiz	From Shane Canter	700.37											2019	April	Annual	04/29/2019 11:07 PM	620		47.15
Tiffany Israel	Individual - Health (off exchange)	8.33							Debbie Dreese	Add		Individual		Kaiser	New Business	04/01/2019	19763733	Bronze 60 HMO	Friend	GBIS House account	329.88											2019	April	Monthly	04/30/2019 01:17 AM	621		47.15
Beverly Maguire	Individual - Health (off exchange)	16.33							Debbie Dreese	Add		Individual		Blue Shield	New Business	05/01/2019	909108305	Gold 80 PPO	Morris & Garritano	GBIS House account	1,360.55											2019	April	Annual	04/30/2019 01:29 AM	622		47.15
			Group - Health	February 1, 2019	Blue Shield		Company	Moonstone Entertainment Inc	Debbie Dreese	Term																									04/30/2019 07:15 PM	624		47.15
Ann Kanter Trust DBA Regal Lodge Motel	Commercial - Work Comp								Shane Canter	Add		Company		Guard	Rewrite	04/25/2019	ANWC084688			GBIS House account	9,567.00											2019	April	Annual	04/30/2019 10:44 PM	626		47.15
			Individual - Health (off exchange)	May 31, 2019	Anthem		Individual	Hilde Minkel	Bill Immel	Term	Her daughter is being removed effective 6/1.																								05/02/2019 08:31 PM	629		76.95
Teresa Brotherton	Individual - Medicare Sup	26.51							Shane Canter	Add		Individual		Anthem Blue Cross	New Business	05/01/2019	077W00534	Supplement Innovative F plan	Friend	From Shane Canter	132.54											2019	May	Monthly	05/03/2019 03:33 PM	630		47.15
Teresa Brotherton	Individual - Medicare part D	5.83							Shane Canter	Add		Individual		Aetna	New Business	05/01/2019	MEBSP2MP	Aetna Medicare RX Select (PDP)	Friend	From Shane Canter	19.10											2019	May	Monthly	05/03/2019 03:34 PM	631		47.15
Go For Site Management Inc	Group - Health	41.69							Shane Canter	Add		Company		Anthem Blue Cross	New Business	05/01/2019	G18433	Silver PPO 40/1500/40%	Anthem Lead	From Shane Canter	833.86											2019	May	Monthly	05/03/2019 06:46 PM	632		47.15
William Postel	Individual - Medicare part D	5.83							Shane Canter	Add		Individual		SilverScript	New Business	05/01/2019	G9c232961	SilverScript PDP Choice plan	Stan Carmichael - Agent	From Shane Canter	34.80											2019	May	Monthly	05/06/2019 03:20 PM	633		47.15
			Personal - Renters	April 30, 2019	NatGen		Individual	Sandra Robinson	Bill Immel	Term	Policy number 2006790194 termed 4/30/19																								05/06/2019 05:12 PM	634		76.95
			Personal - Earthquake	April 30, 2019	Palomar		Individual	Sandra Robinson	Bill Immel	Term	Policy number PCP-18-1745620-00 termed 04/30/19.																								05/06/2019 05:14 PM	635		76.95
Nicolas Robinson	Personal - Renters								Shane Canter	Add		Individual		Stillwater	Rewrite	06/01/2019	NP9029806			GBIS House account	277.00											2019	May	Annual	05/06/2019 07:21 PM	637		47.15
Nick Robinson	Personal - Earthquake								Shane Canter	Add		Individual		Palomar	Rewrite	06/01/2019	PCP-19-1760127-00			GBIS House account	130.00											2019	May	Annual	05/06/2019 07:24 PM	638		47.15
									Bill Immel	Renewal													Individual	Susan Daniels		Nationwide	05/01/2019	7,204		Personal - Auto	Policy numbers was PPA 0069671350-1, is now 7204J052879. Previous premium $692.86, is now $717.68.				05/06/2019 11:28 PM	639		76.95
Eli Harris	Individual - Health (on exchange)	5.57							Shane Canter	Add		Individual		Blue Shield	New Business	05/01/2019	909123286	Blue Shield PPO Silver 73	Client Referral	GBIS House account	140.75	Premium is 398.41 Assistance being recieved - $257.66 Premium he pays $140.75										2019	May	Monthly	05/07/2019 03:43 PM	641		47.15
Susan Case	Individual - Medicare part D	5.83							Shane Canter	Add		Individual		Aetna	New Business	06/01/2019	MEBSP87T	Aetna Medicare RX Select PDP	Connie Christiansen - Agent	From Shane Canter	19.10											2019	May	Monthly	05/08/2019 03:17 PM	642		47.15
									Shane Canter	Renewal													Company	Civil Design & Drafting Inc		Argo Pro	05/31/2019	121		Commercial - Prof Liability	no change in premium 8,450 was able to get us an extra % in commission though.				05/09/2019 05:54 PM	644		47.15
Christopher Beauharnois	Individual - Health (off exchange)	12.25							Debbie Dreese	Add		Individual		Blue Shield	New Business	05/01/2019	909131840	Platinum 90 PPO	Client Referral	GBIS House account	874.75											2019	May	Monthly	05/10/2019 07:26 PM	647		47.15
Richard Calkins	Individual - Dental	18.12							Debbie Dreese	Add		Individual		Morgan White Group	New Business	06/01/2019		Dental - Immediate Coverage Plan PPO Vision - VSP Choice Plan		GBIS House account	181.22											2019	May	Monthly	05/12/2019 09:35 PM	651		47.15
Tiffany Israel	Individual - Dental	0.70							Debbie Dreese	Add		Individual		Morgan White Group	New Business	05/01/2019		Careington POS Plan	Friend	GBIS House account	6.95											2019	May		05/12/2019 11:33 PM	652		47.15
Erny Pinckert	Individual - Dental	7.00							Bill Immel	Add		Individual		Blue Shield	New Business	06/01/2019	909129065	Enhanced Dental PPO 50/1250	Morris & Garritano	GBIS House account	70.00	Wife is dependent on plan.										2019	May	Monthly	05/13/2019 09:31 PM	654		76.95
Margo Brozsek	Individual - Life	40.48							Shane Canter	Add		Individual		AIG	New Business	05/10/2019	4190052616	$1M, 20 year term policy	Client Referral	From Shane Canter	539.70											2019	May	Annual	05/14/2019 06:16 PM	656		47.15
									Bill Immel	Renewal													Individual	Mark Harris		AIG	06/01/2019	0		Personal - Home	Homeowner's Policy, $4034/yr.				05/14/2019 11:20 PM	657		76.95
									Bill Immel	Renewal													Individual	Mark Harris		AIG	06/01/2019	0		Personal - Umbrella	Personal Excess Liability, $1327/yr.				05/14/2019 11:22 PM	658		76.95
Ann Koman	Individual - Medicare part D	5.83							Shane Canter	Add		Individual		Aetna	New Business	07/01/2019	MEBSRR1B	Aetna Medicare RX Select (PDP) Nevada	Client Referral	From Shane Canter	12.20											2019	May	Monthly	05/16/2019 05:38 PM	659		47.15
Mark Koman	Individual - Medicare part D								Shane Canter	Add		Individual		Aetna	Rewrite	06/01/2019	MEBSKR6Q	Aetna Medicare Rx Select (PDP) (S5810-294-0)		From Shane Canter	12.20											2019	May	Monthly	05/16/2019 05:40 PM	660		47.15
Angela Turley	Personal - Auto	10.60							Shane Canter	Add				Travelers	New Business	05/16/2019	604463325-203-1		Friend	From Shane Canter	1,272.00	12 month policy										2019	May	Annual	05/16/2019 10:49 PM	661		47.15
MALKIE HALBERSTAM	Individual - Medicare part D	5.83							Bill Immel	Add		Individual		UHC	New Business	06/01/2019	020289663-1	AARP MedicareRx Saver Plus (PDP)	Retek Insurance	From Shane Canter	33.10	Client (Medicare)										2019	May	Monthly	05/17/2019 05:26 PM	662		47.15
									Bill Immel	Renewal													Individual	Melissa McCook		Nationwide	05/23/2019	7,204		Personal - Auto	$1131.62/6mo. Renews 11/23/2019. Policy number is new.				05/20/2019 06:20 PM	666		76.95
									Bill Immel	Renewal													Individual	Melissa McCook		Nationwide	05/23/2019	7,204		Personal - Home	New policy number; new premium $555.03.				05/20/2019 06:22 PM	667		76.95
									Bill Immel	Renewal													Individual	Melissa McCook		Nationwide	05/23/2019	7,204		Personal - Home	New Policy Number, New Premium $894.79. This is on Oak Hill in LA.				05/20/2019 06:24 PM	668		76.95
									Bill Immel	Renewal													Individual	Melissa McCook		Nationwide	05/23/2019	72,041		Personal - Umbrella	New policy number; New premium $301.45.				05/20/2019 06:25 PM	669		76.95
									Bill Immel	Renewal													Individual	Melissa McCook		Nationwide	05/23/2019	0		Personal - Other	Boat Policy; New Premium $218.47.				05/20/2019 06:27 PM	670		76.95
									Bill Immel	Renewal													Individual	Melissa McCook		Nationwide	05/18/2019	0		Personal - Other	RV Policy; New premium $280.44.				05/20/2019 06:29 PM	671		76.95
									Bill Immel	Renewal													Individual	Melissa McCook		Nationwide	05/23/2019	0		Personal - Earthquake	Nationwide/CEA policy. New policy number; new premium $197. For Kingsburg home.				05/20/2019 06:30 PM	672		76.95
									Bill Immel	Renewal													Individual	Melissa McCook		Nationwide	05/23/2019	0		Personal - Earthquake	Nationwide/CEA policy. New policy number; new premium $586. For LA home.				05/20/2019 06:31 PM	673		76.95
Byer Geotechnical	Zywave	41.66							Jeremy Zeller	Add		Company		Training 360	New Business	05/01/2019	Byer-360-1		Client Referral	GBIS House account	500.00	JZ										2019	May	Annual	05/20/2019 08:01 PM	674	jeremyzeller	47.15
Tunnels Apparel Wholesale Inc	Commercial - Property	15.83							Shane Canter	Add		Company		Trisura Specialty Insurance Company	New Business	05/17/2019	Tunnels Apparel		Beverly Stone - Agent	From Shane Canter	1,822.00											2019	May	Annual	05/20/2019 08:13 PM	675		47.15
Tunnels Apparel Wholesale Inc	Commercial - Gen Liability	4.17							Shane Canter	Add		Company		Ht. Hawley Insurance Co	New Business	05/17/2019	GGL0008598		Beverly Stone - Agent	From Shane Canter	541.00											2019	May	Annual	05/20/2019 08:33 PM	676		47.15
			Commercial - BOP	April 30, 2019	Guard		Company	Reparations Club	Shane Canter	Term																									05/22/2019 08:37 PM	677		47.15
Reparations Club	Commercial - BOP								Shane Canter	Add		Company		Guard	Rewrite	05/22/2019	REBP040968			From Shane Canter	2,335.00	rewrite due to other policy canceling for non pay										2019		Annual	05/22/2019 08:37 PM	678		47.15
									Shane Canter	Renewal													Company	Brett Emma		Travelers	06/16/2019	600,785,739		Personal - Home	477.00				05/23/2019 04:58 PM	679		47.15
Sue Hanson	Personal - Earthquake	9.99							Shane Canter	Add		Individual		Aegis	New Business	07/09/2019	0114021563		Walk in	From Shane Canter	999.00											2019	May	Annual	05/23/2019 11:07 PM	680		47.15
Micheal Bluth	Individual - Dental								Kelli Ramirez	Add		Individual		Anthem	Rewrite	06/01/2019	12345	Anthem PPO Premier Dental		GBIS House account	20.00											2019	May	Monthly	05/24/2019 05:51 PM	681		47.15
									Bill Immel	Renewal													Individual	Sean Kilgore		Travelers	06/28/2019	602,755,553		Personal - Renters	Renter's policy premium $168/yr.				05/28/2019 09:26 PM	685		47.15
Teresa Yingling	Personal - Home	3.90							Shane Canter	Add		Individual		Nationwide	New Business	06/25/2019	7204HR095055		current client	From Shane Canter	468.29											2019	May	Annual	05/28/2019 10:31 PM	686		47.15
James Candelet	Personal - Auto	17.66							Shane Canter	Add		Individual		Nationwide	New Business	06/25/2019	7204J132880		Current Client	From Shane Canter	2,119.94											2019	May	Annual	05/28/2019 10:34 PM	687		47.15
Envirosolve	Commercial - Property	8.05							Shane Canter	Add		Company		Liberty Mutual	New Business	06/03/2019	BKS56520797		current client	From Shane Canter	967.00	BPP and Inland Marine Policy										2019	May	Annual	05/30/2019 06:48 PM	689		47.15
Taylore Johnson-Hetman	Individual - Health (on exchange)	7.00							Kelli Ramirez	Add		Individual		Blue Shield	New Business	06/01/2019	909147927	Blue Shield Gold 80 PPO	Morris & Garritano		464.40											2019	May	Monthly	05/30/2019 07:46 PM	690		47.15
									Shane Canter	Renewal													Individual	Cristina Montes-Mateo		Nationwide	06/28/2019	7,204		Personal - Auto	720				05/30/2019 11:04 PM	692		47.15
									Shane Canter	Renewal													Individual	Cristina Montes-Mateo		Nationwide	06/27/2019	7,204		Personal - Home	808.90				05/30/2019 11:06 PM	693		47.15
									Shane Canter	Renewal													Individual	Cristina Montes-Mateo		Nationwide	06/27/2019			Personal - Earthquake	678				05/30/2019 11:07 PM	694		47.15
Peggy Eckert	Individual - Medicare Sup								Kelli Ramirez	Add		Individual		Anthem	Rewrite	06/01/2019	766W00811	Innovative F		GBIS House account	120.62	Receiving HH Discount due to her husband, Mark Eckert being enrolled with Anthem Med Supp Innovative F. Mark signed up through M&G. Med Supp Comm is 20% of mo premium 1st year, then 10% per month each yr after.										2019	May	Monthly	05/31/2019 04:34 PM	695		47.15
Peggy Eckert	Individual - Medicare part D								Kelli Ramirez	Add		Individual		Aetna	Rewrite	06/01/2019	7049N0271A	Aetna Rx Select		GBIS House account	19.10											2019	May	Monthly	05/31/2019 04:59 PM	696		47.15
									Shane Canter	Renewal													Individual	Tanya Pogosian		Travelers	06/23/2019	602,497,829		Personal - Other	dwelling and fire policy renewal $787 is new premium				05/31/2019 08:20 PM	697		47.15
Pleasant Valley Animal Hospital	Group - Health	25.10							Debbie Dreese	Add		Company		Blue Shield	New Business	06/01/2019	W0106247	Platinum Trio HMO 0/30	Anthem Lead	From Shane Canter	502.79											2019	May	Monthly	05/31/2019 11:43 PM	699		47.15
Artiea Capital Management	Zywave	20.20							Jeremy Zeller	Add		Company		Zywave	New Business	05/31/2019	Artiea-Z-1		Client Referral	GBIS House account	242.45											2019	May	Annual	06/03/2019 04:47 PM	700		47.15
									Shane Canter	Renewal													Company	Equine Enterprises		Travelers	06/30/2019	680		Commercial - BOP	2,218				06/03/2019 05:54 PM	701		47.15
Diane Victoria La Rose	Individual - Medicare Sup	30.68							Shane Canter	Add		Individual		Anthem Blue Cross	New Business	07/01/2019	513W00813	Innovative F plan	internet	From Shane Canter	153.41											2019	June	Monthly	06/04/2019 07:49 PM	702		47.15
Barbara Johnson	Personal - Home	13.71							Shane Canter	Add		Individual		Travelers	New Business	07/01/2019	604572449-633-1		Beverly Stone - Agent	From Shane Canter	1,371.00											2019	June	Annual	06/04/2019 08:59 PM	703		47.15
Stearns & Benich	Commercial - Work Comp	17.87							Shane Canter	Add		Company		Guard	New Business	06/06/2019	STWC029684		Cold Calling	From Shane Canter	2,144.00											2019	June	Annual	06/04/2019 11:57 PM	704		47.15
									Shane Canter	Renewal													Company	Civil Draft & Design		Employers	05/10/2019	0		Commercial - Work Comp	2028				06/05/2019 05:54 PM	706		47.15
Kayla Plourde-Reynolds	Individual - Health (off exchange)	24.00							Kelli Ramirez	Add		Individual		Blue Shield	New Business	06/01/2019	909156785		Morris & Garritano	GBIS House account	1,916.93											2019	June	Monthly	06/05/2019 11:40 PM	707		47.15
James Candelet	Individual - Medicare Sup	26.46							Kelli Ramirez	Add		Individual		Anthem	New Business	07/01/2019	681W00811		Client Referral	From Shane Canter	132.32											2019	June	Monthly	06/06/2019 06:09 PM	708		47.15
James Candelet	Individual - Medicare part D	5.83							Kelli Ramirez	Add		Individual		UHC	New Business	07/01/2019	020300369-1		Client Referral	From Shane Canter	28.10											2019	June	Monthly	06/06/2019 06:13 PM	709		47.15
									Shane Canter	Renewal													Individual	Rommel Salveron		NatGen	07/06/2019	2,006,632,213		Personal - Auto	935.34				06/06/2019 06:47 PM	710		47.15
									Shane Canter	Renewal														Rommel Salveron		NatGen	07/06/2019	2,006,633,911		Personal - Home	598				06/06/2019 06:48 PM	711		47.15
JW Plumbing	Group - Health	135.70							Debbie Dreese	Add		Company		Anthem Blue Cross	New Business	06/01/2019	G34731	Silver PPO 40/1500/40% (3KGV) Platinum PPO 15/250/10% (3KFX)	Anthem Lead	From Shane Canter	2,714.00											2019	June	Monthly	06/07/2019 03:35 AM	712		47.15
									Shane Canter	Renewal													Individual	Sean Ford		Nationwide	06/26/2019	7,204		Personal - Home	731.23				06/07/2019 04:19 PM	713		47.15
									Shane Canter	Renewal													Individual	Sean Ford		Nationwide	06/26/2019	7,204		Personal - Auto	6 month premium - $1631.74				06/07/2019 04:20 PM	714		47.15
									Bill Immel	Renewal													Individual	Estela Flores		NatGen	06/07/2019	2,006,609,188		Personal - Home	Tim Neal Policy. Homeowner's policy: New Premium $1,456.00.				06/07/2019 05:33 PM	715		76.95
									Bill Immel	Renewal													Individual	Estela Flores		NatGen	06/07/2019	2,006,588,802		Personal - Auto	TN Policy. Annual Auto policy: new premium $1,609.10.				06/07/2019 05:37 PM	716		76.95
									Kelli Ramirez	Renewal													Individual	Patricia Griffin		CSE	07/09/2019	0		Personal - Auto	Original Renewal was $785.20 Eff 7-9-19. Patricia em stating that she was showing Primary on RAM truck when it should be Mark. Corrected to Mark as Primary, changed premium to $776.78 Eff 7-9-19				06/10/2019 08:06 PM	717		47.15
Anne Koman	Individual - Medicare Sup	35.24							Kelli Ramirez	Add		Individual		Aetna	New Business	07/01/2019	CLI2258890	Aetna Medicare Supplement Plan F	Stan Carmichael - Agent	GBIS House account	160.19											2019		Monthly	06/10/2019 11:20 PM	718		47.15
Artiea Capital Management	Group - Health								Debbie Dreese	Add		Company		California Choice	Rewrite	12/01/2018	64039	Silver HMO C Kaiser Permanente		GBIS House account	1,694.05											2019	December	Monthly	06/11/2019 06:26 AM	720		47.15
									Debbie Dreese	Renewal													Company	Ashron Billing		Blue Shield	12/01/2018	0	Bronze Full PPO 3750/65 Gold Full PPO 750/30 Gold Full PPO 0/20	Group - Health					06/11/2019 06:39 AM	721		47.15
									Debbie Dreese	Renewal													Company	Byer Geotechnical		Anthem Blue Cross	12/01/2018	217,023	Silver PPO 2000/40%/7350 303F Gold HMO 500/20%/5000 2ZYU Gold PPO 1000/20%/6000 303X	Group - Health					06/11/2019 07:03 AM	722		47.15
									Debbie Dreese	Renewal													Company	Akalia Interactive Inc		Anthem Blue Cross	05/01/2019	0	Bronze PPO 40/5600/40% 306D Silver PPO 50/2000/40% 3KG5	Group - Health					06/12/2019 05:22 AM	723		47.15
Pacific Infinity Center	Commercial - Other	408.33							Shane Canter	Add		Company		VIKO (Lloyds)	New Business	07/01/2019	VIK88628		Cold Calling	From Shane Canter	60,100.00											2019	June	Annual	06/12/2019 10:01 PM	724		47.15
Daniel Willems	Individual - Health (off exchange)	5.02							Jeremy Zeller	Add		Individual		Blue Shield	New Business	04/01/2019	909103460	Silver 1850 PPO	Morris & Garritano	GBIS House account	404.10											2019	April	Monthly	06/13/2019 09:15 PM	726	jeremyzeller	47.15
Stacie Benich	Personal - Auto	18.87							Shane Canter	Add		Individual		Nationwide	New Business	06/17/2019	7204J147493		Other	From Shane Canter	2,264.74											2019	June	Annual	06/13/2019 10:05 PM	727		47.15
Stacie Benich	Personal - Home	5.27							Shane Canter	Add		Individual		Nationwide	New Business	06/17/2019	7204hr104560		unknown	From Shane Canter	637.37											2019	June	Annual	06/13/2019 10:06 PM	728		47.15
Stacie Benich	Personal - Other	2.08							Shane Canter	Add		Individual		Nationwide	New Business	06/17/2019	BTA0078346753		unknown	From Shane Canter	250.00	boat policy										2019	June	Annual	06/13/2019 10:07 PM	729		47.15
									Bill Immel	Renewal													Individual	Greg & Estela Flores		Nat Gen	06/07/2019	2,006,588,802		Personal - Auto	Replaced the Scion at the 6/7 renewal date with the 2019 Tesla that was added in April. Once a NatGen policy levies, the change needs to be made in the current period and the renewal period. Highly inefficient.....				06/14/2019 03:47 PM	730		47.15
Stacie Benich	Personal - Umbrella	3.07							Shane Canter	Add		Individual		Nationwide	New Business	06/17/2019	72041U021123		current client	From Shane Canter	367.80											2019	June	Annual	06/14/2019 04:47 PM	731		47.15
Nidhi Daga	Individual - Health (off exchange)	23.00							Kelli Ramirez	Add		Individual		Blue Shield	New Business	06/01/2019	909180777	Blue Shield Bronze 60 HDHP PPO	Kelli Ramirez	GBIS House account	1,657.00	This client was referred by one of my client's Expert Quote, we are only allowed to offer Individual Coverage to client's ref by Expert Quote.										2019	June	Monthly	06/14/2019 08:46 PM	732		47.15
Gordon Badish	Personal - Home	4.92							Shane Canter	Add		Individual		Travelers	New Business	06/14/2019	604642903-633-1		Friend	From Shane Canter	591.00											2019	June	Annual	06/15/2019 12:06 AM	734		47.15
									Debbie Dreese	Renewal													Company	ABV Greencore Associates Inc.		Anthem Blue Cross	01/01/2019	0	Gold PPO 35/1000/20% (3KGM)	Group - Health					06/17/2019 02:52 AM	735		47.15
									Debbie Dreese	Renewal													Company	Advenchen Laboratories LLC		Blue Shield	12/01/2018	0	Silver Full PPO 2000/45	Group - Health					06/17/2019 03:00 AM	736		47.15
Artiea Capital Management	Group - Health								Debbie Dreese	Add		Company		California Choice	Rewrite	12/01/2018	64039	Kaiser Silver HMO C Full		GBIS House account	1,694.05											2019	December	Monthly	06/17/2019 03:10 AM	737		47.15
									Debbie Dreese	Renewal													Company	Ashron Billing		Blue Shield	12/01/2018	0	Gold Full PPO 750/30 Bronze Full PPO 3750/65 Gold Full PPO 0/20	Group - Health					06/17/2019 03:13 AM	738		47.15
									Debbie Dreese	Renewal													Company	Best Choice Water Heaters		California Choice	01/01/2019	61,943	UHC Gold HMO B ABC Platinum HMO A ABC Gold PPO C Kaiser Gold HMO B	Group - Health					06/17/2019 03:21 AM	739		47.15
									Debbie Dreese	Renewal													Company	B & L Black Inc		Anthem Blue Cross	01/01/2019	0	Bronze PPO 6600/0% w/HSA (3KDB)	Group - Health					06/17/2019 03:32 AM	740		47.15
									Debbie Dreese	Renewal													Company	Brewhouse Brands Inc		Anthem Blue Cross	01/01/2019	0	Bronze PPO 6600/0% w/HSA (3KDB)	Group - Health					06/17/2019 03:36 AM	741		47.15
									Debbie Dreese	Renewal													Company	Byer Geotechnical		Anthem Blue Cross	12/01/2018	217,023	Silver PPO 2000/40%/7350 (303F) Gold HMO 500/20%/5000 (2ZYU) Gold PPO 1000/20%/6000 (303X)	Group - Health					06/17/2019 03:45 AM	742		47.15
									Debbie Dreese	Renewal													Company	California Paving & Grading		Aetna	01/01/2019	94,632,965	HMO Basic Silver CA $45/$80 2000 Ded HMO Basic Bronze CA $70/115 6000 Ded HMO Basic Gold CA $30/55 0 Ded Savings Plus OA Managed Choice POS Silver CA 60/50/2000 Ded Savings Plus OA Managed Choice POS Bronze HDHP CA 100/50/6650 Ded HSA	Group - Health					06/17/2019 03:58 AM	743		47.15
									Debbie Dreese	Renewal													Company	Cellwell Inc		Anthem Blue Cross	12/01/2018	0	Bronze PPO 6500/0%/6500 w/HSA (2ZZW)	Group - Health					06/17/2019 04:04 AM	744		47.15
									Debbie Dreese	Renewal													Company	Compassionate Care		Blue Shield	01/01/2019	0	Silver Full PPO 2000/45	Group - Health					06/17/2019 04:08 AM	745		47.15
									Debbie Dreese	Renewal													Company	Downs Crane and Hoist Co		Anthem Blue Cross	01/01/2019	237,623	Silver PPO 50/2000/40% (3KG5)	Group - Health					06/17/2019 04:12 AM	746		47.15
									Debbie Dreese	Renewal													Company	First Christian Church of Newbury Park		California Choice	12/01/2018	53,315	ABC PPO Silver B Kaiser HMO Silver B Kaiser HMO Silver C Kaiser HMO Bronze C	Group - Health					06/17/2019 04:19 AM	747		47.15
									Debbie Dreese	Renewal													Company	Freedom Press Inc		Anthem Blue Cross	05/01/2019	0	Gold PPO 35/1000/20% (3KGM)	Group - Health					06/17/2019 04:28 AM	748		47.15
									Debbie Dreese	Renewal													Company	Freedom Press Inc		Choice Builder	03/01/2018	0	Delta Dental FFS PPO Gold	Group - Other (Ancillary)					06/17/2019 04:29 AM	749		47.15
									Debbie Dreese	Renewal													Company	Gates Security		Californai Choice	11/01/2018	45,257	ABC PPO Silver B UHC HMO Bronze B Kaiser HMO Bronze A UHC HMO Silver C	Group - Health					06/17/2019 04:35 AM	750		47.15
									Debbie Dreese	Renewal													Company	Gold Coast Draft Inc.		Blue Shield	01/01/2019	0	MEDICAL Silver Full PPO 2000/45 Platinum Full PPO 0/10 DENTAL Ultimate Dental PPO for Small Business 50/2000 Smile Deluxe 2000 50/2000/No Ortho MAC	Group - Health					06/17/2019 04:40 AM	751		47.15
									Debbie Dreese	Renewal													Company	ICON PR LLC		Blue Shield	01/01/2019	0	Gold Full PPO 0/20	Group - Health					06/17/2019 04:46 AM	752		47.15
									Debbie Dreese	Renewal													Company	James T Tran DDS Inc		Blue Shield	01/01/2019	0	Silver Full PPO 1700/55	Group - Health					06/17/2019 04:56 AM	753		47.15
									Debbie Dreese	Renewal													Company	Law Offices of Gregory J Lederman		Anthem Blue Cross	12/01/2018	470,237	Silver PPO 2000/40%/7350 (303F)	Group - Health					06/17/2019 05:00 AM	754		47.15
									Debbie Dreese	Renewal													Company	Matt Wallace DDS Inc		Kaiser	01/01/2019	346,998	Silver 70 HMO 1000/55 Bronze 60 HDHP 6000/40%	Group - Health					06/17/2019 05:03 AM	755		47.15
									Debbie Dreese	Renewal													Company	MCLN Health and Weight Loss		Blue Shield	04/01/2019	0	Gold Full PPO 0/20	Group - Health					06/17/2019 05:06 AM	756		47.15
									Debbie Dreese	Renewal													Company	Mission Oaks Tax & Accounting Inc		California Choice	06/01/2019	63,024	Kaiser HMO Silver B Kaiser HMO Bronze A	Group - Health					06/17/2019 05:09 AM	757		47.15
									Debbie Dreese	Renewal													Company	Mission Oaks Tax & Accounting Inc		Choice Builder	06/01/2019	0	DENTAL DeltaCare USA Gold HMO DeltaCare USA Silver HMO VISION EyeMed Platinum EyeMed Silver CHIRO - Landmark Healthplan Chiropractic/Acupuncture LIFE - Assurity LIfe $10,000	Group - Other (Ancillary)					06/17/2019 05:14 AM	758		47.15
									Debbie Dreese	Renewal													Company	Roger D Williams and Company		Anthem Blue Cross	01/01/2019	0	Platinum PPO 15/250/10% (3KFX)	Group - Health					06/17/2019 05:32 AM	759		47.15
									Debbie Dreese	Renewal													Company	Service Contract Consultants		Blue Shield	01/01/2019	0	Gold Full PPO 1200/35 Gold Full PPO 500/30	Group - Health					06/17/2019 05:39 AM	760		47.15
									Debbie Dreese	Renewal													Company	Sonora Design Associates LLC		Blue Shield	12/01/2018	0	Gold Full PPO 0/20 Bronze Full PPO 5700/60	Group - Health					06/17/2019 05:49 AM	761		47.15
									Debbie Dreese	Renewal													Company	Southern California Pulmonary & Sleep Disorders		Anthem Blue Cross	01/01/2019	0	Anthem Bronze PPO 70/6300/35% (3KER)	Group - Health					06/17/2019 05:59 AM	762		47.15
									Debbie Dreese	Renewal													Company	Zeller Electric Corp		Anthem Blue Cross	03/01/2019	0	Platinum PPO 20/10% (3KHP)	Group - Health					06/17/2019 06:04 AM	763		47.15
Patrick Aurignac	Individual - Health (off exchange)	10.00							Kelli Ramirez	Add		Individual		Blue Shield	New Business	06/01/2019	909185146	Silver 70 Off-Ex PPO	Morris & Garritano	GBIS House account	715.04											2019	June	Monthly	06/19/2019 10:50 PM	765		47.15
Chrystall Friedemann	Personal - Auto	18.63							Kelli Ramirez	Add		Individual		Nationwide	New Business	07/01/2019	7204J 150858		Client Referral	GBIS House account	2,235.76	Referred by Sharman Kanter										2019	June	Annual	06/19/2019 11:26 PM	766		47.15
Jacquelynn Lueth	Individual - Medicare part D	6.16							Kelli Ramirez	Add		Individual		UCH	New Business	07/01/2019	020320169-1	AARP Medicare Rx Saver Plus	Stan Carmichael - Agent	From Shane Canter	16.55	Annual Premium $198.60										2019	June	Monthly	06/21/2019 07:28 PM	768		47.15
Jeff Miller	Individual - Medicare Sup								Kelli Ramirez	Add		Individual		UHC	Rewrite	07/01/2019	345003623-1	Medicare Supplement Plan F South Carolina		GBIS House account	132.96											2019	June	Monthly	06/24/2019 07:35 PM	769		47.15
Amy OBrien	Individual - Medicare Sup								Kelli Ramirez	Add		Individual		Blue Shield	Rewrite	08/01/2019	909186153	Medicare Supplement F Extra		GBIS House account	115.00											2019	June	Monthly	06/24/2019 09:31 PM	771		47.15
Amy O'Brien	Individual - Medicare part D								Kelli Ramirez	Add		Individual		Aetna	Rewrite	08/01/2019	MEBSS7RJ	Aetna Part D Rx Select		GBIS House account	19.10											2019	June	Monthly	06/24/2019 09:33 PM	772		47.15
Dora Ruiz	Personal - Home	4.16							Shane Canter	Add		Individual		Nationwide	New Business	07/03/2019	7204UP015187		Other	GBIS House account	449.33	Rene Ruiz w/sunwest is the lead source										2019	July	Annual	07/01/2019 04:38 PM	775		47.15
									Shane Canter	Renewal													Company	Edge Grip		USLIL	07/07/2019	0		Commercial - Other	EPLI Renewal. New premium $4,419.00				07/01/2019 05:11 PM	776		47.15
									Shane Canter	Renewal													Company	Regal Lodge Motel		Westernworld	05/29/2019	0		Commercial - BOP	new premium - 7655.27				07/01/2019 05:45 PM	777		47.15
									Shane Canter	Renewal													Company	Regal lodge motel		AIG	05/29/2019	0		Commercial - Other	Excess liability policy premium - $2775.00				07/01/2019 05:47 PM	778		47.15
									Shane Canter	Renewal													Company	Get Benefits		Nationwide	08/23/2019	0		Commercial - BOP	New Premium - $840.00				07/01/2019 08:01 PM	779		47.15
Michael Horn	Personal - Auto	17.91							Shane Canter	Add		Individual		NatGen Premier	New Business	07/01/2019	2007926703		Client Referral	From Shane Canter	2,149.24											2019	July	Annual	07/01/2019 09:22 PM	780		47.15
Michael Horn	Personal - Renters	5.22							Shane Canter	Add		Individual		NatGen Premier	New Business	07/01/2019	2007926820		Client Referral	From Shane Canter	626.00											2019	July	Annual	07/01/2019 09:39 PM	781		47.15
									Shane Canter	Renewal													Individual	Kristina Southern		Stillwater	07/19/2019	0		Personal - Home	new rate - $645.00				07/01/2019 11:09 PM	782		47.15
Suellen Maclean	Individual - Medicare Sup								Kelli Ramirez	Add		Individual		Anthem	Rewrite	07/01/2019	548A70048			GBIS House account	222.65											2019	July	Monthly	07/03/2019 04:37 PM	783		47.15
									Shane Canter	Renewal													Individual	Sean Ford		Foremost	07/05/2019	276		Personal - Other	motorcycle policy premium - $108..76				07/03/2019 05:17 PM	784		47.15
Dennis Kruly	Individual - Medicare Adv	50.00							Kelli Ramirez	Add		Individual		UHC	New Business	07/01/2019	009395358-1	AARP MedicareComplete SecureHorizons Premier (HMO) (uhc)	Warner Pacific	GBIS House account	17.70											2019	July	Monthly	07/03/2019 07:13 PM	785		47.15
DMG & Associates DBA Alternative Action Programs	Group - Health	58.80							Shane Canter	Add		Company		CalChoice	New Business	07/01/2019	66146	Gold HMO A Anthem Blue Cross - Select HMO Silver HMO A Kaiser	Anthem Lead	From Shane Canter	1,176.04											2019	July	Monthly	07/03/2019 11:40 PM	786		47.15
Julie Glover	Individual - Medicare Adv	50.00							Kelli Ramirez	Add		Individual		SCAN	New Business	09/01/2019	400346196	SCAN Classic HMO	Other	GBIS House account	0.00											2019	July	Monthly	07/05/2019 07:46 PM	789		47.15
Randee Paller	Individual - Medicare part D	5.83							Kelli Ramirez	Add		Individual		Aetna	New Business	08/01/2019	MEBSWKMJ	Medicare Select Rx PDP	Client Referral	GBIS House account	19.10											2019	July	Monthly	07/05/2019 11:44 PM	790		47.15
Randee Paller	Individual - Medicare Sup	28.00							Kelli Ramirez	Add		Individual		Anthem	New Business	08/01/2019	894W01115	Innovative F	Client Referral	GBIS House account	143.53											2019	July	Monthly	07/05/2019 11:54 PM	791		47.15
									Shane Canter	Renewal													Individual	Krutin Karia		NatGen	06/25/2019	2,006,624,932		Personal - Auto	2518.78				07/08/2019 03:00 PM	792		47.15
			Personal - Home	June 25, 2019	NatGen		Individual	Krutin Karia	Shane Canter	Term	non renewed																								07/08/2019 03:01 PM	793		47.15
									Shane Canter	Renewal													Individual	Adam Cavalier		Hagerty	07/20/2019	6		Personal - Auto	3,108				07/08/2019 04:02 PM	794		47.15
Emma Oslac	Individual - Medicare part D	5.83							Shane Canter	Add		Individual		Aetna	New Business	08/01/2019	MEBSXQHN	Select PDP Plan	Other	From Shane Canter	19.10	Tim Falsken Referral										2019	July	Monthly	07/09/2019 04:32 PM	796		47.15
David Dupetit	Personal - Home	6.33							Shane Canter	Add		Individual		Nationwide	New Business	08/05/2019	720HR119925		Beverly Stone - Agent	From Shane Canter	759.95											2019	July	Annual	07/09/2019 06:36 PM	797		47.15
									Bill Immel	Renewal													Company	Steam of Ventura LLC		Starr Indemnity	07/13/2019	1,000,419,768,191		Commercial - BOP	$621.00/yr				07/09/2019 07:25 PM	798		76.95
Steve Barron	Individual - Health (off exchange)	28.00							Kelli Ramirez	Add		Individual		Blue Shield	New Business	07/01/2019	909213432	Gold 80 PPO	Morris & Garritano	GBIS House account	2,040.82											2019	July	Monthly	07/09/2019 11:36 PM	799		47.15
									Debbie Dreese	Renewal													Company	Miller Manocchio Inc		Anthem Blue Cross	08/01/2019	0	Anthem Gold PPO 20/30% (3KF7) Anthem Platinum PPO 15/250/10% (3KFX)	Group - Health					07/10/2019 09:51 PM	801		47.15
Richard Brotherton	Individual - Medicare part D	5.83							Bill Immel	Add		Individual		UHC	New Business	08/01/2019	020352424-1	UHC AARP MedicareRx Walgreens (PDP)	Client Referral	From Shane Canter	28.10											2019	July	Monthly	07/12/2019 08:45 PM	804		47.16
Richard Brotherton	Individual - Medicare Sup	26.26							Bill Immel	Add		Individual		Anthem	New Business	07/01/2019	841W01268	Innovative F plan.	Client Referral	From Shane Canter	131.32											2019	July	Monthly	07/12/2019 08:47 PM	805		47.16
									Shane Canter	Renewal													Individual	Rene Neriz		Lloyds of London	07/05/2019	0		Commercial - Prof Liability	$712.08				07/12/2019 09:17 PM	806		47.16
									Debbie Dreese	Renewal													Company	Mutual Liquid Gas & Equipment Company		Kaiser	12/01/2018	346,014	Silver 70 HMO 2000/45 Gold 80 HMO 0/25 Platinum 90 HMO 0/10	Group - Health	Kaiser Plans Not Previously Included				07/16/2019 01:01 AM	811		47.16
									Debbie Dreese	Renewal													Company	Imagimedia Inc		Blue Shield	09/01/2019	0	Smile Deluxe 50/1500/Ortho/MAC	Group - Dental					07/16/2019 02:52 AM	812		47.16
Emma Olsac	Individual - Medicare Sup	27.00							Bill Immel	Add		Individual		Blue Shield	New Business	08/01/2019	909212342	MedSup F Extra	Other	From Shane Canter	135.00	Agent Referral - Tim Falsken										2019	July	Monthly	07/16/2019 05:11 PM	813		47.16
									Shane Canter	Renewal													Individual	Rene Nriz, MBA		Lloyds	07/05/2019	0		Commercial - Prof Liability	712.08				07/17/2019 07:15 PM	814		47.16
Pedro Fausto	Personal - Auto	21.68							Shane Canter	Add		Individual		Bristol West	New Business	07/18/2019	G00976284500		Client Referral	From Shane Canter	2,602.00											2019	July	Annual	07/18/2019 09:36 PM	816		47.16
									Shane Canter	Renewal													Individual	Shane Canter		Nationwide	08/25/2019	7,204		Personal - Home	796.66				07/19/2019 04:15 PM	817		47.16
Bridget Vitale	Individual - Health (off exchange)	30.00							Kelli Ramirez	Add		Individual		Blue Shield	New Business	07/01/2019	909099194	Referred by my friend	Friend	GBIS House account	769.62											2019	July	Monthly	07/20/2019 12:01 AM	818		47.16
									Shane Canter	Renewal													Individual, Company	Ray Koga		NatGen Premier	08/22/2019	2,006,858,654		Personal - Auto	$3045.16				07/22/2019 05:09 PM	823		47.16
									Shane Canter	Renewal														Ray Koga		NatGen Premier	08/22/2019	2,006,858,548		Personal - Renters	$480				07/22/2019 05:10 PM	824		47.16
Linda Winsor	Individual - Health (off exchange)	32.00							Kelli Ramirez	Add		Individual		Blue Shield	New Business	08/01/2019	900911664	Silver 70 off Exchange PPO	Morris & Garritano	GBIS House account	816.87											2019	July	Monthly	07/22/2019 10:32 PM	826		47.16
Automated Manufacturing	Commercial - BOP	52.38							Shane Canter	Add		Company		Markel	New Business	08/01/2019	2DC0887		Cold Calling	From Shane Canter	6,547.00											2019	July	Annual	07/22/2019 11:57 PM	827		76.20
									Shane Canter	Renewal													Individual	Sheri Nouri		Nationwide	07/25/2019	7,204		Personal - Home	2,118.82				07/23/2019 03:53 PM	829		47.16
Automated Manufacturing	Commercial - Work Comp	179.65							Shane Canter	Add		Company		Liberty Mutual	New Business	08/01/2019	XWS(20)60140965		Cold Calling	From Shane Canter	17,965.00											2019	July	Annual	07/23/2019 04:16 PM	830		47.16
									Shane Canter	Renewal													Individual	Sheri Nouri		CEA	07/25/2019	0		Personal - Earthquake	1275				07/24/2019 10:03 PM	834		47.16
Jerry Strom	Personal - Home	8.66							Shane Canter	Add		Individual		CSE	New Business	08/06/2019	CAH1268489		Other	From Shane Canter	866.11	lead source is Rene Ruiz w/Sun West										2019	July	Annual	07/25/2019 10:19 PM	836		47.16
Byer Geotechnical	Commercial - Prof Liability	362.60							Shane Canter	Add		Company		Argo Pro	New Business	07/31/2019	121AE0151999-00		Friend	From Shane Canter	36,910.00											2019	July	Annual	07/26/2019 03:25 PM	838		47.16
Frances Handler	Individual - Medicare part D	5.83							Bill Immel	Add		Individual		SilverScript	New Business	09/01/2019	G9C407723	SilverScript Choice	Other	From Shane Canter	34.80	Agent - Marc Meretsky										2019	July	Monthly	07/30/2019 05:31 PM	841		23.24
Steve Benich	Commerical - Auto	37.33							Shane Canter	Add		Individual		Progressive	New Business	08/12/2019	04069303-1		Client Referral	From Shane Canter	4,480.52											2019	July	Annual	07/30/2019 08:39 PM	842		47.16
Norman Zalben	Individual - Medicare part D	5.83							Bill Immel	Add		Individual		UHC	New Business	08/01/2019	020367369-1	AARP MedicareRx Saver Plus (PDP)	Other	From Shane Canter	33.10	Marc Maretsky - Agent										2019	July	Monthly	07/31/2019 04:45 PM	844		23.24
Ian Stake	Individual - Health (off exchange)	19.00							Kelli Ramirez	Add		Individual		Blue Shield	New Business	08/01/2019	909207821	Silver 70 Off Ex PPO	Client Referral	GBIS House account	479.17											2019	July	Monthly	07/31/2019 07:28 PM	845		47.16
			Commercial - Work Comp	August 1, 2019	Liberty		Company	Automated MFG	Shane Canter	Term	term as never effective went with someone else.																								07/31/2019 07:43 PM	846		47.16
									Kelli Ramirez	Renewal													Individual	Mary Jo Bodenhamer		UHC	09/01/2019	304,791,058	F Plan	Individual - Medicare Sup					07/31/2019 09:00 PM	847		47.16
David Dupetit	Personal - Other	5.89							Shane Canter	Add		Individual		National General	New Business	08/05/2019	0000556373		Beverly Stone - Agent	From Shane Canter	707.00	Home Flood policy										2019	August	Annual	08/01/2019 03:32 PM	849		47.16
			Individual - Health (off exchange)	August 1, 2019	Anthem		Individual	Jefferson Anderson II	Bill Immel	Term	Confirmed on ABC, he went on Medicare plan through M&G.																								08/01/2019 03:53 PM	850		23.24
Debra Yocum	Individual - Medicare part D								Kelli Ramirez	Add				Aetna	Rewrite	08/01/2019	MEBNG5ST	Aetna Rx Select PDP	Connie Christiansen - Agent	GBIS House account	12.20											2019	July	Monthly	08/01/2019 06:49 PM	851		47.16
Rita Sullivan	Individual - Medicare Sup	32.00							Bill Immel	Add		Individual		Blue Shield	New Business	08/01/2019	909242362	Blue Shield F extra	Client Referral	From Shane Canter	160.00											2019	August	Monthly	08/02/2019 08:01 PM	852		47.16
David Dupetit	Personal - Auto	49.33							Shane Canter	Add		Individual		Nationwide	New Business	08/05/2019	7204J180234		Beverly Stone - Agent	From Shane Canter	5,920.78	Jeremy, beverly get's credit but it is non commissionable. see tim for details										2019	August	Annual	08/02/2019 08:55 PM	853		47.16
David Dupetit	Personal - Other	1.05							Shane Canter	Add		Individual		Nationwide	New Business	08/05/2019	RVAA0078381464		Beverly Stone - Agent	From Shane Canter	123.66	Jeremy, non commissionable see tim Billy, this is an RV policy										2019	August	Annual	08/02/2019 09:21 PM	854		47.16
L:inda Chapman-Henry	Personal - Home	27.98							Kelli Ramirez	Add		Individual		Evanston Insurance Company	New Business	06/28/2019	BWH118897-12470227		Friend	GBIS House account	2,926.90	Premium Finance through Stonemark										2019	July	Annual	08/02/2019 10:38 PM	855		47.16
Bruce S Gillis MD MPH Inc	Group - Health	521.18							Shane Canter	Add		Company		Anthem	New Business	08/01/2019	481420	BZ 3KD3	Client Referral	From Shane Canter	10,423.69	they have a $15k employer sponsored life policy as well. Lead source as a referral from Mindy @ ashron										2019	August	Monthly	08/05/2019 04:40 PM	858		47.16
			Individual - Health (on exchange)	August 1, 2019	Blue Shield		Individual	Amy O'Brien	Bill Immel	Term	CovCA plan, ID 906006477, went on Medicare.																								08/05/2019 05:26 PM	859		23.24
Diane Aguerre Valois	Individual - Medicare part D	5.83							Bill Immel	Add		Individual		Aetna	New Business	08/01/2019	MEBSZNNX	Aetna Select PDP	Stan Carmichael - Agent	From Shane Canter	19.10											2019	August	Monthly	08/05/2019 06:58 PM	860		23.24
									Bill Immel	Renewal													Individual	Tanya Pogosian		Travelers	08/20/2019	602,038,546		Personal - Auto	$1609/6 mo.				08/05/2019 07:03 PM	861		23.24
Juan Pueblo Esteban	Individual - Health (off exchange)	8.33							Kelli Ramirez	Add		Individual		Blue Shield	New Business	08/01/2019		Referred by my friend	Friend	GBIS House account	815.38											2019	August	Monthly	08/05/2019 10:20 PM	862		47.16
									Shane Canter	Renewal													Company	Seso Media Group		HISCOX	09/18/2019	0		Commercial - Prof Liability	$1,150				08/06/2019 06:23 PM	864		47.16
Jonni Biaggini	Individual - Medicare part D								Bill Immel	Add		Individual		Aetna	Rewrite	10/01/2019	MEBSYRXS	Aetna Medicare Rx Select (PDP)	Other	GBIS House account	19.10	Existing client.										2019	August	Monthly	08/06/2019 11:32 PM	865		23.24
Jonni Biaggini	Individual - Medicare Sup								Bill Immel	Add		Individual		Blue Shield	Rewrite	10/01/2019	909228425	Med Sup F Extra	Other	GBIS House account	112.00	Existing Client.										2019	August	Monthly	08/06/2019 11:35 PM	866		23.24
			Personal - Home	August 7, 2019	Nationwide		Individual	Sandra Robinson	Bill Immel	Term	7204HR098145, policy rewritten.																								08/07/2019 05:31 PM	867		23.24
			Personal - Auto	August 7, 2019	Nationwide		Individual	Sandra Robinson	Bill Immel	Term	7204J 135779, policy rewritten.																								08/07/2019 05:32 PM	868		23.24
			Personal - Umbrella	August 7, 2019	Nationwide		Individual	Sandra Robinson	Bill Immel	Term	72041U020430, policy rewritten.																								08/07/2019 05:33 PM	869		23.24
			Personal - Earthquake	August 7, 2019	Nationwide		Individual	Sandra Robinson	Bill Immel	Term	QT01039296, policy rewritten.																								08/07/2019 05:34 PM	870		23.24
Sandra Robinson	Personal - Home								Bill Immel	Add		Individual		Nationwide	Rewrite	08/07/2019	7204HR131281		Client Referral	GBIS House account	1,715.43											2019	August	Annual	08/07/2019 05:44 PM	871		23.24
Sandra Robinson	Personal - Auto								Bill Immel	Add		Individual		Nationwide	Rewrite	08/07/2019	7204J175631		Client Referral	GBIS House account	10,719.88											2019	August	Annual	08/07/2019 05:47 PM	872		23.24
Sandra Robinson	Personal - Umbrella								Bill Immel	Add		Individual		Nationwide	Rewrite	08/07/2019	72041U028945		Client Referral	GBIS House account	422.26											2019	August	Annual	08/07/2019 05:49 PM	873		23.24
Sandra Robinson	Personal - Earthquake								Bill Immel	Add		Individual		Nationwide	Rewrite	08/07/2019	QT01066502		Client Referral	GBIS House account	1,472.00											2019	August	Annual	08/07/2019 05:52 PM	874		23.24
Bond Manufacturing	Zywave	166.66							Jeremy Zeller	Add		Company		Training360	New Business	08/01/2019	n/a		Cold Calling	GBIS House account	2,000.00	Training360 for 100+ employees.										2019	August	Annual	08/07/2019 07:27 PM	875		47.15
Bethanie Lane	Individual - Medicare Sup	0.00							Bill Immel	Add		Individual		Blue Shield	New Business	04/01/2019	909063538	Med Sup F Extra	Client Referral	From Shane Canter	112.00	Agent - Frank Sheehan BOR										2019	August	Monthly	08/07/2019 10:49 PM	876		23.24
Corey Hirsch	Individual - Health (off exchange)	7.58							Kelli Ramirez	Add		Individual		Blue Shield	New Business	08/01/2019	909235098	SIlver 1850 PPO	Warner Pacific	GBIS House account	632.27											2019	August	Monthly	08/07/2019 11:48 PM	877		47.15
Wayne Chen	Personal - Home	12.03							Shane Canter	Add		Company		CSE	New Business	08/23/2019	CAH1268927-01		Client Referral	From Shane Canter	1,218.15											2019	August	Annual	08/08/2019 05:27 PM	879		47.15
Wayne Chen	Personal - Other	9.07							Shane Canter	Add		Individual		CSE	New Business	08/23/2019	CAF1268934-01		Client Referral	From Shane Canter	919.12	This policy is for his Rental Home It's a DP-3										2019	August	Annual	08/08/2019 06:46 PM	880		47.15
Southern California Neurosurgical Associates Inc	Group - Health								Debbie Dreese	Add		Company		Anthem Blue Cross	Rewrite	08/01/2019		Anthem Gold PPO 30/500/20% (3KFF) Anthem Platinum PPO 20/10% (3KHP)	Client Referral	GBIS House account	5,505.26	Group Number G47422										2019	August	Monthly	08/10/2019 06:44 AM	881		47.15
Southern California Neurosurgical Associates Inc.	Group - Dental								Debbie Dreese	Add		Company		Blue Shield	Rewrite	08/01/2019	W0107324	Dental HMO Plus SG Ultimate Plus DPPO SB 50/2000/MAC/NR	Client Referral	GBIS House account	387.08											2019	August	Monthly	08/10/2019 06:46 AM	882		47.15
									Shane Canter	Renewal													Company	Edge Grip, LC		AllState	08/19/2019	648,861,307		Commercial - Other	Auto Policy New Premium is $5942.00 per year and paid in full				08/12/2019 04:15 PM	883		47.16
Phyllis Small	Individual - Health (off exchange)	20.00							Bill Immel	Add		Individual		Blue Shield	New Business	08/01/2019	909254621	Silver 1850 PPO	Morris & Garritano	GBIS House account	1,681.48											2019	August	Monthly	08/12/2019 04:33 PM	884		23.24
Steven Yocum	Individual - Medicare Sup								Bill Immel	Add		Individual		UHC	Rewrite	08/01/2019	312612599-1	AARP Med Sup Plan F	Connie Christiansen - Agent	GBIS House account	171.50											2019	August	Monthly	08/12/2019 05:15 PM	885		23.24
Steven Freedman	Personal - Home								Shane Canter	Add		Individual		Guard	Rewrite	06/15/2019	STHO073391		Client Referral	From Shane Canter	2,550.00											2019	June	Annual	08/12/2019 11:55 PM	886		47.16
Alexander Alexandrov	Personal - Home	9.38							Shane Canter	Add		Individual		CSE	New Business	08/20/2019	Alexander		Other	From Shane Canter	938.15	Rene Ruiz w/Mortgage Possible is the lead source										2019	August	Annual	08/14/2019 04:28 PM	888		47.16
Kurt Steeber	Individual - Health (off exchange)	9.02							Kelli Ramirez	Add		Individual		Blue Shield	New Business	07/01/2019	909254619	Silver 1850 PPO	Morris & Garritano	GBIS House account	752.20											2019	August	Monthly	08/15/2019 09:23 PM	890		47.16
Nicholas Keuper	Individual - Health (off exchange)	19.59							Kelli Ramirez	Add		Individual		Blue Shield	New Business	08/01/2019	909260749	Silver 1850 PPO	Other	GBIS House account	1,633.59	Kelli Ramirez referral										2019	August	Monthly	08/16/2019 05:48 PM	892		47.16
Lesley Moverely	Individual - Medicare part D	6.58							Kelli Ramirez	Add		Individual		Aetna	New Business	09/01/2019	MEBS1HHB	Aetna Select Rx	Kelli Ramirez - Agent	GBIS House account	19.10											2019	August	Monthly	08/16/2019 06:59 PM	893		47.16
Erik Zillig	Individual - Health (off exchange)	17.74							Kelli Ramirez	Add		Individual		Blue Shield	New Business	08/01/2019	909258351	Bronze 60 PPO	Morris & Garritano	GBIS House account	443.45											2019	August	Monthly	08/16/2019 10:54 PM	894		47.16
Victus Capital Wealth	Commercial - Prof Liability	56.23							Shane Canter	Add		Company		markel	New Business	08/14/2019	PL85073A		David Brecher - Agent	From Shane Canter	5,813.00	Written through Burns										2019	August	Annual	08/19/2019 04:22 PM	897		47.16
Diane La Rose	Individual - Medicare part D	6.25							Kelli Ramirez	Add		Individual		Silver Script	New Business	07/01/2019	G9C349760	Silver Script Choice PDP Plan	Other	GBIS House account	34.80	Per Notes in Gen4, Diane found us on the internet.										2019	June	Monthly	08/19/2019 04:56 PM	898		47.16
Barry Glaser	Individual - Medicare part D	5.83							Bill Immel	Add		Individual		Aetna	New Business	09/01/2019	MEBS0Z7Y	AETNA MEDICARE RX SELECT (PDP)	David Brecher - Agent	From Shane Canter	19.10											2019	August	Monthly	08/20/2019 04:47 PM	900		23.24
Camille Anderson	Individual - Health (off exchange)	14.48							Kelli Ramirez	Add		Individual		Blue Shield	New Business	08/01/2019	909254638	Silver 1850 PPO	Morris & Garritano	GBIS House account	1,207.07											2019	August	Monthly	08/20/2019 07:29 PM	901		47.16
Patricia Koberl	Individual - Health (off exchange)	29.45							Kelli Ramirez	Add		Individual		Blue Shield	New Business	08/01/2019	909258968	Gold 80 PPO	Morris & Garritano	GBIS House account	2,454.88											2019	August	Monthly	08/20/2019 08:17 PM	902		47.16
									Kelli Ramirez	Renewal													Company	Law office of Adam Pearlman		Blue Shield	09/01/2019	0	Platinum Access+ HMO 0/20 Ultimate Dental Plus PPO Preferred Vision 0/0/150	Group - Health	Renewing as is, no changes. Total Renewal Premium: $563.97				08/21/2019 07:54 PM	910		47.16
Snap Creative MFG	Group - Health	808.42							Kelli Ramirez	Add		Company		Anthem	New Business	09/01/2019	226530	Medical: Gd Ppo 500/20%/6500 302q Gd Ppo 1000/20%/6000 303x Medical: Gd Ppo 20/30%/6500 302g Dental: Plat100/90/60active2000chortho	Kelli Ramirez - Agent	GBIS House account	16,168.45	This group was one of Rufus Gruber’s, the group contact, Anya Zemliakova Google’d me to find me, called here and wanted to BOR the group to Tim Kanter so she could work with me again. BOR Effective 9/1/19										2019	August	Monthly	08/21/2019 09:49 PM	911		47.16
Adam Rodriguez	Personal - Renters	1.04							Shane Canter	Add		Individual		Travelers	New Business	08/21/2019	6050803286341		Friend	From Shane Canter	125.00											2019	August	Annual	08/22/2019 12:48 AM	912		47.16
Adam Rodriguez	Personal - Auto	23.56							Shane Canter	Add		Individual		Travelers	New Business	08/21/2019	6050830202031		Friend	From Shane Canter	2,827.67											2019	August	Annual	08/22/2019 04:04 PM	914		47.16
Linda Duncan-Northstein	Personal - Home	77.90							Kelli Ramirez	Add		Individual		Travelers	New Business	09/01/2019	601384010		Friend	GBIS House account	779.00											2019	August	Annual	08/22/2019 06:21 PM	915		47.16
Linda Duncan_Northstein	Personal - Auto	67.30							Kelli Ramirez	Add		Individual		Travelers	New Business	09/01/2019	601735591		Friend	GBIS House account	673.00											2019	August	Annual	08/22/2019 06:22 PM	916		47.16
Jeff Marcove	Individual - Health (off exchange)	25.80							Bill Immel	Add		Individual		Blue Shield	New Business	08/01/2019	909260637	Silver 1850 PPO	Morris & Garritano	GBIS House account	2,149.67	Spouse: Kathleen and Child: Natalya are on the policy.										2019	August	Monthly	08/22/2019 09:46 PM	917		23.24
Byer Geotechnical Inc	Commercial - BOP	52.25							Shane Canter	Add		Company		Nationwide	New Business	11/29/2019	ACP BPO 7870714969		Client Referral	From Shane Canter	6,207.00											2019	August	Annual	08/22/2019 11:49 PM	919		47.16
Byer Geotechnical Inc	Commerical - Auto	20.91							Shane Canter	Add		Company		Nationwide	New Business	11/29/2019	ACP BPO 7870714969		Client Referral	From Shane Canter	2,509.76											2019	August	Annual	08/22/2019 11:51 PM	920		47.16
Byer Geotechnical Inc	Commercial - Other	3.75							Shane Canter	Add		Company		Nationwide	New Business	11/29/2019	ACP BPO 7870714969		Client Referral	From Shane Canter	450.00	$1M Umbrella										2019	August	Annual	08/22/2019 11:52 PM	921		47.16
Byer Geotechnical Inc	Commercial - Work Comp	84.50							Shane Canter	Add				Nationwide	New Business	06/01/2019	ACP 3009354341		Client Referral	From Shane Canter	10,142.41											2019	August	Annual	08/22/2019 11:54 PM	922		47.16
Insured	Line	Monthly Commission	Line4	Term Date	Carrier	Company Name	Client Type	Insured Name	Who are you?	What is this?	Notes	clienttype1	companyname1	carrier1	Is this	Effective date	Policy Number	Please list all plans being elected	Lead Source	Account Source	Premium amount	notes1	clienttype2	insuredname2	companyname2	carrier2	effectivedate1	policynumber1	pleaselistallplansbeingelected1	line2	Notes (Including new premium)	YEAR	Closed Month	Premium term	Entry Date	Entry ID	User	User IP
		Total = $ 5,475.59