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Line4	Term Date	Carrier	Client Type	Insured Name	Who are you?	What is this?	Notes	clienttype1	Insured	carrier1	Is this	Effective date	Policy Number	Please list all plans being elected	Lead Source	Premium amount	Line	notes1	clienttype2	insuredname2	carrier2	effectivedate1	policynumber1	pleaselistallplansbeingelected1	line2	notes2	YEAR	Closed Month	Premium term	Entry Date	Entry ID	User	User IP	Monthly Commission
					Shane Canter	Add		Individual	Mark Schrimmer	Aetna	New Business	05/01/2019	MEBSNV6P	Aetna Medicare PDP Saver	Christine Wale	32.40	Individual - Medicare part D										2019	April	Monthly	04/12/2019 03:36 PM	592		47.15	5.83
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
					Jeremy Zeller	Add		Individual	Nicole Caldwell									Patrick didn't bother. Please check the task									2019	January		04/11/2019 08:31 PM	591	jeremyzeller	47.15
					Pam Korneisel	Add		Individual	Cindy Wilson	Aetna	New Business	02/01/2019	MEBSBN4Q	Aetna Medicare Rx Select (PDP)	Friend		Individual - Medicare part D										2019	January	Monthly	03/05/2019 05:38 PM	505		47.15
					Pam Korneisel	Add		Individual	Cindy Wilson	United Health Care	New Business	02/01/2019	341279564-1	UHC Med Supp Plan F	Friend		Individual - Medicare Sup										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
					Shane Canter	Add		Individual	Mike Mustoe	Blue Shield	Rewrite	03/01/2019	906224603	Supp F Extra		152.31	Individual - Medicare Sup										2019	March	Monthly	03/02/2019 01:17 AM	501		47.15
					Shane Canter	Add		Individual	Jo Pledge	Blue Shield	Rewrite	03/01/2019	906224603	Supp F Extra		127.31	Individual - Medicare Sup										2019	March	Monthly	03/02/2019 01:15 AM	500		47.15
					Jeremy Zeller	Add		Individual	Howard Einberg		New Business						Individual - Medicare Sup										2019			02/28/2019 09:59 PM	498	jeremyzeller	47.15	20.72
					Jeremy Zeller	Add		Individual	Gary Paller		New Business						Individual - Medicare Sup										2019	January		02/28/2019 09:59 PM	497	jeremyzeller	47.15	15.21
					Jeremy Zeller	Add		Individual	Marvin Rhine		New Business						Individual - Medicare part D										2019	January		02/28/2019 09:58 PM	496	jeremyzeller	47.15	5.83
					Jeremy Zeller	Add		Individual	Gary Ress		New Business						Individual - Medicare part D										2019	January		02/28/2019 09:55 PM	495	jeremyzeller	47.15	5.83
					Pam Korneisel	Add		Individual	Ellen Fields	Blue Shield	New Business	03/01/2019	908998940	Silver 70 Trio HMO	Morris & Garritano	1,873.53	Individual - Health (on exchange)	Her Husband James Fields is on plan also									2019	March		03/16/2019 12:10 AM	527		47.15	22.48
					Jeremy Zeller	Add		Individual	David Dupetit		New Business						Commercial - Gen Liability										2019	January		02/28/2019 09:51 PM	494	jeremyzeller	47.15	24.15
					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
					Shane Canter	Add		Individual	Cynthia Forgays	Blue Shield	New Business	05/01/2019	980468022	Blue Shield 65 Plus HMO	Beverly Stone - Agent	0.00	Individual - Medicare Adv										2019	April	Annual	04/16/2019 05:03 PM	597		47.15	50.00
					Shane Canter	Add		Individual	Christine LeBlanc	Blue Shield	Rewrite	04/01/2019		Supplement Plan F Extras		174.00	Individual - Medicare Sup	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
					Kelli Ramirez	Add		Individual	Dillion Decker	Blue Shield	New Business	01/01/2019	908976832	Minimum Coverage PPO	Morris & Garritano	284.42	Individual - Health (off exchange)	Dillon Decker is Tammy Decker's Son									2018	December	Monthly	03/07/2019 05:49 PM	509		47.15
					Kelli Ramirez	Add		Individual	Chad Decker	Blue Shield	New Business	01/01/2019	908976873	Bronze 60 PPO	Morris & Garritano	294.64	Individual - Health (off exchange)	Chad Decker is Tammy Decker's Son									2018	December	Monthly	03/07/2019 05:47 PM	508		47.15
					Kelli Ramirez	Add		Individual	Tammy Decker	Blue Shield	New Business	01/01/2019		Silver 70 Off Exchange PPO	Morris & Garritano		Individual - Health (off exchange)	Donald Decker - Spouse is on Plan									2018	December		03/07/2019 05:30 PM	507		47.15
					Shane Canter	Add		Individual	Eric Tomasi	Blue Shield	New Business	02/01/2019	908989170	Silver 18520 PPO	Morris & Garritano	1,621.78	Individual - Health (off exchange)										2019	February	Monthly	03/05/2019 06:46 PM	506		47.15	21.08
					Shane Canter	Add		Individual	Mark Koman	Aetna	New Business	04/01/2019	MEBSKR6Q	Aetna Select PDP Plan	Stan Carmichael - Agent	19.10	Individual - Medicare part D										2019	March	Monthly	03/12/2019 03:36 PM	515		47.15	5.83
					Shane Canter	Add		Individual	Terri Withers-Schroeder	Travelers	New Business	04/08/2019	604060679-203-1		Friend	982.00	Personal - Auto										2019	March	Annual	03/11/2019 04:22 PM	514		47.15	9.82
					Shane Canter	Add		Individual	Terri Withers-Schroeder	Travelers	New Business	04/08/2019	604060631-663-1		Friend	503.00	Personal - Home										2019	March		03/11/2019 04:20 PM	513		47.15	5.06
					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
					Shane Canter	Add		Individual	Suzanne Welke	Protective	New Business	03/12/2019	Tu5239543	10 year 500K term policy	Friend	1,038.00	Individual - Life										2019	March	Annual	03/14/2019 10:23 PM	523		47.15	86.50
					Shane Canter	Add		Individual	Nicholas Duenez	Bristol West	New Business	03/15/2019	G00955185600		Friend	1,280.81	Personal - Auto										2019	March	Semi-annual	03/14/2019 08:41 PM	522		47.15	10.66
					Shane Canter	Add		Individual	Monica Duenez	Foremost	New Business	03/15/2019	103-0923093614		Friend	426.00	Personal - Home	Mobile Home Policy									2019	March	Annual	03/14/2019 05:05 PM	521		47.15	3.50
					Debbie Dreese	Add		Individual	Jordan Moon	Blue Shield	New Business	03/01/2019		Silver 70 PPO		1,429.71	Individual - Health (off exchange)										2019	March	Monthly	03/12/2019 10:26 PM	517	jeremyzeller	47.15	17.15
					Shane Canter	Add		Individual	Steven Freedman	California Fair Plan	New Business	11/13/2018	CFP 2538371-00		Client Referral	2,138.00	Personal - Home	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	0.00
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
					Shane Canter	Add		Individual	Brett Emma	USLI	Rewrite	03/24/2019	PCL1720455			322.00	Personal - Umbrella										2019	March	Annual	03/21/2019 05:44 PM	534		47.15
					Shane Canter	Add		Individual	Monte Martin	The Standard	New Business	03/12/2019	00CC742410	2000 monthly benefit 90 day elimination period Non taxed benefit	Beverly Stone - Agent	1,406.30	Individual – Disability										2019	March	Annual	03/19/2019 10:28 PM	532		47.15	58.58
					Shane Canter	Add		Individual	Steven Freedman	Travelers	New Business	03/17/2019	604106985 633 1		Client Referral	2,194.00	Personal - Home	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	21.94
					Jeremy Zeller	Add		Company	Rincon Strategies	Zywave	New Business	03/18/2019	0006	Training 360, Sexual Harassment only	Client Referral	100.00	Group - Other (Ancillary)										2019	March	Annual	03/18/2019 11:39 PM	530		47.15	8.06
					Shane Canter	Add		Individual	Richard Berg	Anthem Blue Cross	Rewrite	04/01/2019	844W00108	Innovative F Plan		132.54	Individual - Medicare Sup	Need to cancel his IFP w/ Blue Shield.									2019	March	Monthly	03/25/2019 05:24 PM	541		47.15
					Shane Canter	Add		Company	Titles Studio LLC	HISCOX	New Business	03/20/2019	UDC-4107295-BOP-19		Client Referral	717.00	Commercial - BOP										2019	March	Annual	03/22/2019 03:45 PM	539		47.15	5.98
					Shane Canter	Add		Company	Titles Studio LLC	HISCOX	New Business	03/20/2019	UDC-4107295-EO-19		Client Referral	561.00	Commercial - Prof Liability										2019	March	Annual	03/22/2019 03:44 PM	538		47.15	4.68
					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
					Shane Canter	Add		Company	Seso Media Group	The Hartford	Rewrite	04/01/2019	72 SBM BC3514			885.00	Commercial - Gen Liability	Canceled Nationwide Policy									2019	March	Annual	03/26/2019 05:28 PM	548		47.15
					Shane Canter	Add		Company	Seso Media Group	The Hartford	New Business	04/06/2019	72 WEC AD0HP4		David Brecher - Agent	2,786.00	Commercial - Work Comp										2019	March	Annual	03/26/2019 05:27 PM	547		47.15	27.86
					Shane Canter	Add		Individual	John Reed	Aetna	Rewrite	04/01/2019	MEBSLSPB	Select PDP		19.10	Individual - Medicare part D										2019	March	Monthly	03/26/2019 03:46 PM	546		47.15
					Pam Korneisel	Add		Individual	Joyce Wolf	Aetna	Rewrite	04/01/2019	MEBSLBSD	AETNA MEDICARE PRIME PLAN (HMO)		0.00	Individual - Medicare Adv										2019	March		03/25/2019 09:14 PM	544		47.15
					Shane Canter	Add		Individual	John Reed	Anthem Blue Cross	Rewrite	04/01/2019	258W00108	Innovative F		132.54	Individual - Medicare Sup										2019	March	Monthly	03/26/2019 03:45 PM	545		47.15
					Shane Canter	Add		Individual	Barry Kress	Aetna	New Business	05/01/2019	MEBSLJLY	PDP Select Plan	M&G TXR that never txred	19.10	Individual - Medicare part D										2019	March	Monthly	03/25/2019 06:53 PM	542		47.15	5.83
					Shane Canter	Add		Individual	Barry Kress	Anthem Blue Cross	New Business	05/01/2019	640W00121	Innovative F	Friend	132.54	Individual - Medicare Sup										2019	March	Annual	03/25/2019 06:59 PM	543		47.15	26.51
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
					Jeremy Zeller	Add		Individual	Denise Dudley	Blue Shield	Rewrite	01/01/2019	980460124	Blue Shield Rx Plus PDP		81.10	Individual - Medicare part D										2018	December	Monthly	03/26/2019 07:53 PM	551	jeremyzeller	47.15
					Jeremy Zeller	Add		Individual	Denise Dudley	Blue Shield	Rewrite	01/01/2019	908864487	Blue Shield Medicare Supplement Plan Innovative F		115.00	Individual - Medicare Sup										2018	December	Monthly	03/26/2019 07:50 PM	550	jeremyzeller	47.15
					Pam Korneisel	Add		Individual	Brian King	Blue Shield	Rewrite	01/01/2019	906984583	Silver 90 PPO		396.83	Individual - Health (on exchange)	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
					Pam Korneisel	Add		Individual	Jason King	Blue Shield	Rewrite	01/01/2019	906984581	Silver 94 PPO		406.35	Individual - Health (on exchange)	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
					Shane Canter	Add		Individual	Glenn Ricard	Aetna	New Business	04/01/2019	MEBSL9HZ	PDP Select Plan	Kathi Dolan	19.10	Individual - Medicare part D										2019	April	Monthly	04/02/2019 05:18 PM	567		47.15	5.83
					Shane Canter	Add		Individual	Laura Berquist	Aetna	New Business	04/01/2019	MEBSDZWT	PDP Select	Stan Carmichael - Agent	19.10	Individual - Medicare part D										2019	April	Monthly	04/02/2019 04:13 PM	566		47.15	5.83
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
					Shane Canter	Add		Individual	Jean Murphy	Humana	New Business	04/01/2019	H64523918	Humana Gold Plus H5619-021 (HMO)	Beverly Stone - Agent	0.00	Group - Health										2019	April	Monthly	04/01/2019 05:13 PM	564		47.15	25.00
					Shane Canter	Add		Individual	Chris Drake	United Health Care	New Business	04/01/2019	020239322-1	AARP MedicareRx Preferred (PDP)	Bowermasters & Ass	83.40	Individual - Medicare part D										2019	April	Monthly	04/01/2019 02:56 PM	563		47.15	2.50
					Jeremy Zeller	Add		Individual	Linda Vint	Aetna	Rewrite	04/01/2019	MEBSLQVG	Aetna Plan D		19.10	Individual - Medicare part D	This was a Pam one but it wasn't entered correctly.									2019	April	Monthly	03/29/2019 05:43 PM	562		47.15
					Pam Korneisel	Add		Individual	Linda Vint	Anthem Blue Cross	New Business	04/01/2019	801W00120	Athem Med Supplement	Other	134.54	Individual - Medicare Sup										2019			03/28/2019 11:20 PM	560		47.15
					Pam Korneisel	Add		Individual	Emil C Palafox	Anthem Blue Cross	Rewrite	01/01/2019	100M98861	blue cross medicarerx		78.30	Individual - Medicare part D										2019	January	Monthly	03/28/2019 06:50 PM	558		47.15
					Pam Korneisel	Add		Individual	Emil Palafox	Anthem Blue Cross	Rewrite	12/01/2018	979m98021	Anthem Med Sup plan Innovative F		113.00	Individual - Medicare Sup										2019	November	Monthly	03/28/2019 06:57 PM	559		47.15
					Pam Korneisel	Add		Individual	Cheryl Miller	Blue Shield	New Business	04/01/2019	908863419	Silver 70 Off EXchange PPO	Friend	1,309.57	Individual - Health (off exchange)	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
					Shane Canter	Add		Individual	Andrew Platt	NatGen	New Business	04/04/2019	2007623033		Friend	385.00	Personal - Renters										2019	April	Annual	04/04/2019 03:28 PM	573		47.15	3.53
					Shane Canter	Add		Individual	Andrew Platt	NatGen	New Business	04/04/2019	2007624053		Friend	2,961.02	Personal - Auto										2019	April	Annual	04/04/2019 03:26 PM	572		47.15	27.14
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
					Shane Canter	Add		Individual	Barbara Gerl	United Health Care	Rewrite	05/01/2019	009436606-1	UnitedHealthcare MedicareComplete Assure (HMO)		16.00	Individual - Medicare Adv	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
					Jeremy Zeller	Add		Individual	Josie Brewer	Blue Shield	New Business	02/01/2019	908879968	Bronze 60 PPO	Morris & Garritano	872.00	Individual - Health (off exchange)										2019	January	Monthly	04/11/2019 08:23 PM	590	jeremyzeller	47.15	9.60
					Jeremy Zeller	Add		Individual	Carl Zimmerman	Blue Shield	New Business	02/01/2019	908878990	Bronze 60 PPO	Warner Pacific	1,736.00	Individual - Health (on exchange)	ZIMMERMAN , MARSHA Wife 08/11/1956 F									2019	January	Monthly	04/11/2019 08:18 PM	589	jeremyzeller	47.15	17.10
					Jeremy Zeller	Add		Individual	Bari Berkowitz	Blue Shield	New Business	01/01/2019	908863396	Silver 70 Off Exchange PPO	Client Referral	1,598.51	Individual - Health (off exchange)										2019	January	Monthly	04/11/2019 08:14 PM	588	jeremyzeller	47.15	17.58
					Shane Canter	Add		Individual	Cecilia Reinoso	SilverScript	Rewrite	05/01/2019	G8D039856	SilverScript Choice PDP			Individual - Medicare part D	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
					Shane Canter	Add		Individual	Catherine Ashton	UHC	New Business	06/01/2019	009392143-1	AARP MedicareComplete SecureHorizons Plan 2 (HMO)	Beverly Stone - Agent	0.00	Individual - Medicare Adv										2019	April	Annual	04/10/2019 05:36 PM	585		47.15	40.16
					Shane Canter	Add		Individual	Terry Harris	Travelers	Rewrite	04/10/2019	6042256746341			128.00	Personal - Renters										2019	April	Annual	04/08/2019 04:32 PM	581		47.15
					Shane Canter	Add		Individual	Terry Harris	Travelers	Rewrite	04/10/2019	604225745-203-1			1,369.76	Personal - Auto										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
					Shane Canter	Add		Individual	Christy Dohm	Blue Shield	New Business	05/01/2019	980467915	Blue SHield 65 Plus Medicare Advantage	Morris & Garritano	0.00	Individual - Medicare Adv										2019	April	Annual	04/19/2019 04:32 PM	601		47.15	25.00
					Shane Canter	Add		Individual	David Dohm	Blue Shield	New Business	05/01/2019	980467916	Blue Shield 65 Plus MAPD	Morris & Garritano	0.00	Individual - Medicare Adv										2019	April	Annual	04/19/2019 04:30 PM	600		47.15	25.00
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
					Shane Canter	Add		Company	Corsair Trainer	RSUI	New Business	04/24/2019	LHR775701		Friend	2,880.00	Commercial - Gen Liability	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	33.33
					Debbie Dreese	Add		Company	JWO Corp	Anthem	New Business	04/01/2019	G15890	Platinum PPO 20%/10% (3KHP) Bronze PPO 65/4600/40% (3KJ9)	Anthem Lead	2,243.66	Group - Health	see task for contribution and other notes									2019	April	Monthly	04/22/2019 09:37 PM	608		47.15	112.18
					Shane Canter	Add		Individual	Angela Turley	Travelers	New Business	05/01/2019	604322437-634-1		Friend	166.00	Personal - Renters										2019	April	Annual	04/24/2019 05:12 PM	610		47.15	1.66
					Shane Canter	Add		Individual	Reba Shanes	Anthem	New Business	05/01/2019	292W00404	MediBlue Plus HMO	Client Referral	0.00	Individual - Medicare Adv										2019	April	Annual	04/22/2019 04:22 PM	606		47.15	25.00
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
					Shane Canter	Add		Individual	Steve Kenedy	Protective	New Business	05/16/2019	B00957348	10 year 250K Term		1,241.88	Individual - Life										2019	April	Annual	04/29/2019 04:15 PM	616		47.15	103.49
					Tim Kanter	Add		Individual	Greg Morris & Estela Flores	Nat Gen	New Business	04/27/2019	2006588802		Tim Neal - Agent	1,300.00	Personal - Auto	Purchased new Tesla. Sold the Scion 2 days later.									2019	April		04/29/2019 05:09 PM	617		47.15	10.40
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
					Shane Canter	Add		Individual	Wesan Alkelani	Nationwide	New Business	05/02/2019	7204HR076855		Rene Ruiz	700.37	Personal - Home										2019	April	Annual	04/29/2019 11:07 PM	620		47.15	70.00
					Debbie Dreese	Add		Individual	Tiffany Israel	Kaiser	New Business	04/01/2019	19763733	Bronze 60 HMO	Friend	329.88	Individual - Health (off exchange)										2019	April	Monthly	04/30/2019 01:17 AM	621		47.15	8.33
					Debbie Dreese	Add		Individual	Beverly Maguire	Blue Shield	New Business	05/01/2019	909108305	Gold 80 PPO	Morris & Garritano	1,360.55	Individual - Health (off exchange)										2019	April	Annual	04/30/2019 01:29 AM	622		47.15	16.33
Group - Health	February 1, 2019	Blue Shield	Company	Moonstone Entertainment Inc	Debbie Dreese	Term																								04/30/2019 07:15 PM	624		47.15
					Shane Canter	Add		Company	Ann Kanter Trust DBA Regal Lodge Motel	Guard	Rewrite	04/25/2019	ANWC084688			9,567.00	Commercial - Work Comp										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
					Shane Canter	Add		Individual	Teresa Brotherton	Anthem Blue Cross	New Business	05/01/2019	077W00534	Supplement Innovative F plan	Friend	132.54	Individual - Medicare Sup										2019	May	Monthly	05/03/2019 03:33 PM	630		47.15	26.51
					Shane Canter	Add		Individual	Teresa Brotherton	Aetna	New Business	05/01/2019	MEBSP2MP	Aetna Medicare RX Select (PDP)	Friend	19.10	Individual - Medicare part D										2019	May	Monthly	05/03/2019 03:34 PM	631		47.15	5.83
					Shane Canter	Add		Company	Go For Site Management Inc	Anthem Blue Cross	New Business	05/01/2019	G18433	Silver PPO 40/1500/40%	Anthem Lead	833.86	Group - Health										2019	May	Monthly	05/03/2019 06:46 PM	632		47.15	41.69
					Shane Canter	Add		Individual	William Postel	SilverScript	New Business	05/01/2019	G9c232961	SilverScript PDP Choice plan	Stan Carmichael - Agent	34.80	Individual - Medicare part D										2019	May	Monthly	05/06/2019 03:20 PM	633		47.15	5.83
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
					Shane Canter	Add		Individual	Nicolas Robinson	Stillwater	Rewrite	06/01/2019	NP9029806			277.00	Personal - Renters										2019	May	Annual	05/06/2019 07:21 PM	637		47.15
					Shane Canter	Add		Individual	Nick Robinson	Palomar	Rewrite	06/01/2019	PCP-19-1760127-00			130.00	Personal - Earthquake										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
					Shane Canter	Add		Individual	Eli Harris	Blue Shield	New Business	05/01/2019	909123286	Blue Shield PPO Silver 73	Client Referral	140.75	Individual - Health (on exchange)	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	5.57
					Shane Canter	Add		Individual	Susan Case	Aetna	New Business	06/01/2019	MEBSP87T	Aetna Medicare RX Select PDP	Connie Christiansen - Agent	19.10	Individual - Medicare part D										2019	May	Monthly	05/08/2019 03:17 PM	642		47.15	5.83
					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
					Debbie Dreese	Add		Individual	Christopher Beauharnois	Blue Shield	New Business	05/01/2019	909131840	Platinum 90 PPO	Client Referral	874.75	Individual - Health (off exchange)										2019	May	Monthly	05/10/2019 07:26 PM	647		47.15	12.25
					Debbie Dreese	Add		Individual	Richard Calkins	Morgan White Group	New Business	06/01/2019		Dental - Immediate Coverage Plan PPO Vision - VSP Choice Plan		181.22	Individual - Dental										2019	May	Monthly	05/12/2019 09:35 PM	651		47.15	18.12
					Debbie Dreese	Add		Individual	Tiffany Israel	Morgan White Group	New Business	05/01/2019		Careington POS Plan	Friend	6.95	Individual - Dental										2019	May		05/12/2019 11:33 PM	652		47.15	0.70
					Bill Immel	Add		Individual	Erny Pinckert	Blue Shield	New Business	06/01/2019	909129065	Enhanced Dental PPO 50/1250	Morris & Garritano	70.00	Individual - Dental	Wife is dependent on plan.									2019	May	Monthly	05/13/2019 09:31 PM	654		76.95	7.00
					Shane Canter	Add		Individual	Margo Brozsek	AIG	New Business	05/10/2019	4190052616	$1M, 20 year term policy	Client Referral	539.70	Individual - Life										2019	May	Annual	05/14/2019 06:16 PM	656		47.15	40.48
					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
					Shane Canter	Add		Individual	Ann Koman	Aetna	New Business	07/01/2019	MEBSRR1B	Aetna Medicare RX Select (PDP) Nevada	Client Referral	12.20	Individual - Medicare part D										2019	May	Monthly	05/16/2019 05:38 PM	659		47.15	5.83
					Shane Canter	Add		Individual	Mark Koman	Aetna	Rewrite	06/01/2019	MEBSKR6Q	Aetna Medicare Rx Select (PDP) (S5810-294-0)		12.20	Individual - Medicare part D										2019	May	Monthly	05/16/2019 05:40 PM	660		47.15
					Shane Canter	Add			Angela Turley	Travelers	New Business	05/16/2019	604463325-203-1		Friend	1,272.00	Personal - Auto	12 month policy									2019	May	Annual	05/16/2019 10:49 PM	661		47.15	10.60
					Bill Immel	Add		Individual	MALKIE HALBERSTAM	UHC	New Business	06/01/2019	020289663-1	AARP MedicareRx Saver Plus (PDP)	Retek Insurance	33.10	Individual - Medicare part D	Client (Medicare)									2019	May	Monthly	05/17/2019 05:26 PM	662		47.15	5.83
					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
					Jeremy Zeller	Add		Company	Byer Geotechnical	Training 360	New Business	05/01/2019	Byer-360-1		Client Referral	500.00	Zywave	JZ									2019	May	Annual	05/20/2019 08:01 PM	674	jeremyzeller	47.15	41.66
					Shane Canter	Add		Company	Tunnels Apparel Wholesale Inc	Trisura Specialty Insurance Company	New Business	05/17/2019	Tunnels Apparel		Beverly Stone - Agent	1,822.00	Commercial - Property										2019	May	Annual	05/20/2019 08:13 PM	675		47.15	15.83
					Shane Canter	Add		Company	Tunnels Apparel Wholesale Inc	Ht. Hawley Insurance Co	New Business	05/17/2019	GGL0008598		Beverly Stone - Agent	541.00	Commercial - Gen Liability										2019	May	Annual	05/20/2019 08:33 PM	676		47.15	4.17
Commercial - BOP	April 30, 2019	Guard	Company	Reparations Club	Shane Canter	Term																								05/22/2019 08:37 PM	677		47.15
					Shane Canter	Add		Company	Reparations Club	Guard	Rewrite	05/22/2019	REBP040968			2,335.00	Commercial - BOP	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
					Shane Canter	Add		Individual	Sue Hanson	Aegis	New Business	07/09/2019	0114021563		Walk in	999.00	Personal - Earthquake										2019	May	Annual	05/23/2019 11:07 PM	680		47.15	9.99
					Kelli Ramirez	Add		Individual	Micheal Bluth	Anthem	Rewrite	06/01/2019	12345	Anthem PPO Premier Dental		20.00	Individual - Dental										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
					Shane Canter	Add		Individual	Teresa Yingling	Nationwide	New Business	06/25/2019	7204HR095055		current client	468.29	Personal - Home										2019	May	Annual	05/28/2019 10:31 PM	686		47.15	3.90
					Shane Canter	Add		Individual	James Candelet	Nationwide	New Business	06/25/2019	7204J132880		Current Client	2,119.94	Personal - Auto										2019	May	Annual	05/28/2019 10:34 PM	687		47.15	17.66
					Shane Canter	Add		Company	Envirosolve	Liberty Mutual	New Business	06/03/2019	BKS56520797		current client	967.00	Commercial - Property	BPP and Inland Marine Policy									2019	May	Annual	05/30/2019 06:48 PM	689		47.15	8.05
					Kelli Ramirez	Add		Individual	Taylore Johnson-Hetman	Blue Shield	New Business	06/01/2019	909147927	Blue Shield Gold 80 PPO	Morris & Garritano	464.40	Individual - Health (on exchange)										2019	May	Monthly	05/30/2019 07:46 PM	690		47.15	7.00
					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
					Kelli Ramirez	Add		Individual	Peggy Eckert	Anthem	Rewrite	06/01/2019	766W00811	Innovative F		120.62	Individual - Medicare Sup	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
					Kelli Ramirez	Add		Individual	Peggy Eckert	Aetna	Rewrite	06/01/2019	7049N0271A	Aetna Rx Select		19.10	Individual - Medicare part D										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
					Debbie Dreese	Add		Company	Pleasant Valley Animal Hospital	Blue Shield	New Business	06/01/2019	W0106247	Platinum Trio HMO 0/30	Anthem Lead	502.79	Group - Health										2019	May	Monthly	05/31/2019 11:43 PM	699		47.15	25.10
					Jeremy Zeller	Add		Company	Artiea Capital Management	Zywave	New Business	05/31/2019	Artiea-Z-1		Client Referral	242.45	Zywave										2019	May	Annual	06/03/2019 04:47 PM	700		47.15	20.20
					Shane Canter	Renewal													Company	Equine Enterprises	Travelers	06/30/2019	680		Commercial - BOP	2,218				06/03/2019 05:54 PM	701		47.15
					Shane Canter	Add		Individual	Diane Victoria La Rose	Anthem Blue Cross	New Business	07/01/2019	513W00813	Innovative F plan	internet	153.41	Individual - Medicare Sup										2019	June	Monthly	06/04/2019 07:49 PM	702		47.15	30.68
					Shane Canter	Add		Individual	Barbara Johnson	Travelers	New Business	07/01/2019	604572449-633-1		Beverly Stone - Agent	1,371.00	Personal - Home										2019	June	Annual	06/04/2019 08:59 PM	703		47.15	13.71
					Shane Canter	Add		Company	Stearns & Benich	Guard	New Business	06/06/2019	STWC029684		Cold Calling	2,144.00	Commercial - Work Comp										2019	June	Annual	06/04/2019 11:57 PM	704		47.15	17.87
					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
					Kelli Ramirez	Add		Individual	Kayla Plourde-Reynolds	Blue Shield	New Business	06/01/2019	909156785		Morris & Garritano	1,916.93	Individual - Health (off exchange)										2019	June	Monthly	06/05/2019 11:40 PM	707		47.15	24.00
					Kelli Ramirez	Add		Individual	James Candelet	Anthem	New Business	07/01/2019	681W00811		Client Referral	132.32	Individual - Medicare Sup										2019	June	Monthly	06/06/2019 06:09 PM	708		47.15	26.46
					Kelli Ramirez	Add		Individual	James Candelet	UHC	New Business	07/01/2019	020300369-1		Client Referral	28.10	Individual - Medicare part D										2019	June	Monthly	06/06/2019 06:13 PM	709		47.15	5.83
					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
					Debbie Dreese	Add		Company	JW Plumbing	Anthem Blue Cross	New Business	06/01/2019	G34731	Silver PPO 40/1500/40% (3KGV) Platinum PPO 15/250/10% (3KFX)	Anthem Lead	2,714.00	Group - Health										2019	June	Monthly	06/07/2019 03:35 AM	712		47.15	135.70
					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
					Kelli Ramirez	Add		Individual	Anne Koman	Aetna	New Business	07/01/2019	CLI2258890	Aetna Medicare Supplement Plan F	Stan Carmichael - Agent	160.19	Individual - Medicare Sup										2019		Monthly	06/10/2019 11:20 PM	718		47.15	35.24
					Debbie Dreese	Add		Company	Artiea Capital Management	California Choice	Rewrite	12/01/2018	64039	Silver HMO C Kaiser Permanente		1,694.05	Group - Health										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
					Shane Canter	Add		Company	Pacific Infinity Center	VIKO (Lloyds)	New Business	07/01/2019	VIK88628		Cold Calling	60,100.00	Commercial - Other										2019	June	Annual	06/12/2019 10:01 PM	724		47.15	408.33
					Jeremy Zeller	Add		Individual	Daniel Willems	Blue Shield	New Business	04/01/2019	909103460	Silver 1850 PPO	Morris & Garritano	404.10	Individual - Health (off exchange)										2019	April	Monthly	06/13/2019 09:15 PM	726	jeremyzeller	47.15	5.02
					Shane Canter	Add		Individual	Stacie Benich	Nationwide	New Business	06/17/2019	7204J147493		Other	2,264.74	Personal - Auto										2019	June	Annual	06/13/2019 10:05 PM	727		47.15	18.87
					Shane Canter	Add		Individual	Stacie Benich	Nationwide	New Business	06/17/2019	7204hr104560		unknown	637.37	Personal - Home										2019	June	Annual	06/13/2019 10:06 PM	728		47.15	5.27
					Shane Canter	Add		Individual	Stacie Benich	Nationwide	New Business	06/17/2019	BTA0078346753		unknown	250.00	Personal - Other	boat policy									2019	June	Annual	06/13/2019 10:07 PM	729		47.15	2.08
					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
					Shane Canter	Add		Individual	Stacie Benich	Nationwide	New Business	06/17/2019	72041U021123		current client	367.80	Personal - Umbrella										2019	June	Annual	06/14/2019 04:47 PM	731		47.15	3.07
					Kelli Ramirez	Add		Individual	Nidhi Daga	Blue Shield	New Business	06/01/2019	909180777	Blue Shield Bronze 60 HDHP PPO	Kelli Ramirez	1,657.00	Individual - Health (off exchange)	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	23.00
					Shane Canter	Add		Individual	Gordon Badish	Travelers	New Business	06/14/2019	604642903-633-1		Friend	591.00	Personal - Home										2019	June	Annual	06/15/2019 12:06 AM	734		47.15	4.92
					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
					Debbie Dreese	Add		Company	Artiea Capital Management	California Choice	Rewrite	12/01/2018	64039	Kaiser Silver HMO C Full		1,694.05	Group - Health										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
					Kelli Ramirez	Add		Individual	Patrick Aurignac	Blue Shield	New Business	06/01/2019	909185146	Silver 70 Off-Ex PPO	Morris & Garritano	715.04	Individual - Health (off exchange)										2019	June	Monthly	06/19/2019 10:50 PM	765		47.15	10.00
					Kelli Ramirez	Add		Individual	Chrystall Friedemann	Nationwide	New Business	07/01/2019	7204J 150858		Client Referral	2,235.76	Personal - Auto	Referred by Sharman Kanter									2019	June	Annual	06/19/2019 11:26 PM	766		47.15	18.63
					Kelli Ramirez	Add		Individual	Jacquelynn Lueth	UCH	New Business	07/01/2019	020320169-1	AARP Medicare Rx Saver Plus	Stan Carmichael - Agent	16.55	Individual - Medicare part D	Annual Premium $198.60									2019	June	Monthly	06/21/2019 07:28 PM	768		47.15	6.16
					Kelli Ramirez	Add		Individual	Jeff Miller	UHC	Rewrite	07/01/2019	345003623-1	Medicare Supplement Plan F South Carolina		132.96	Individual - Medicare Sup										2019	June	Monthly	06/24/2019 07:35 PM	769		47.15
					Kelli Ramirez	Add		Individual	Amy OBrien	Blue Shield	Rewrite	08/01/2019	909186153	Medicare Supplement F Extra		115.00	Individual - Medicare Sup										2019	June	Monthly	06/24/2019 09:31 PM	771		47.15
					Kelli Ramirez	Add		Individual	Amy O'Brien	Aetna	Rewrite	08/01/2019	MEBSS7RJ	Aetna Part D Rx Select		19.10	Individual - Medicare part D										2019	June	Monthly	06/24/2019 09:33 PM	772		47.15
					Shane Canter	Add		Individual	Dora Ruiz	Nationwide	New Business	07/03/2019	7204UP015187		Other	449.33	Personal - Home	Rene Ruiz w/sunwest is the lead source									2019	July	Annual	07/01/2019 04:38 PM	775		47.15	4.16
					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
					Shane Canter	Add		Individual	Michael Horn	NatGen Premier	New Business	07/01/2019	2007926703		Client Referral	2,149.24	Personal - Auto										2019	July	Annual	07/01/2019 09:22 PM	780		47.15	17.91
					Shane Canter	Add		Individual	Michael Horn	NatGen Premier	New Business	07/01/2019	2007926820		Client Referral	626.00	Personal - Renters										2019	July	Annual	07/01/2019 09:39 PM	781		47.15	5.22
					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
					Kelli Ramirez	Add		Individual	Suellen Maclean	Anthem	Rewrite	07/01/2019	548A70048			222.65	Individual - Medicare Sup										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
					Kelli Ramirez	Add		Individual	Dennis Kruly	UHC	New Business	07/01/2019	009395358-1	AARP MedicareComplete SecureHorizons Premier (HMO) (uhc)	Warner Pacific	17.70	Individual - Medicare Adv										2019	July	Monthly	07/03/2019 07:13 PM	785		47.15	50.00
					Shane Canter	Add		Company	DMG & Associates DBA Alternative Action Programs	CalChoice	New Business	07/01/2019	66146	Gold HMO A Anthem Blue Cross - Select HMO Silver HMO A Kaiser	Anthem Lead	1,176.04	Group - Health										2019	July	Monthly	07/03/2019 11:40 PM	786		47.15	58.80
					Kelli Ramirez	Add		Individual	Julie Glover	SCAN	New Business	09/01/2019	400346196	SCAN Classic HMO	Other	0.00	Individual - Medicare Adv										2019	July	Monthly	07/05/2019 07:46 PM	789		47.15	50.00
					Kelli Ramirez	Add		Individual	Randee Paller	Aetna	New Business	08/01/2019	MEBSWKMJ	Medicare Select Rx PDP	Client Referral	19.10	Individual - Medicare part D										2019	July	Monthly	07/05/2019 11:44 PM	790		47.15	5.83
					Kelli Ramirez	Add		Individual	Randee Paller	Anthem	New Business	08/01/2019	894W01115	Innovative F	Client Referral	143.53	Individual - Medicare Sup										2019	July	Monthly	07/05/2019 11:54 PM	791		47.15	28.00
					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
					Shane Canter	Add		Individual	Emma Oslac	Aetna	New Business	08/01/2019	MEBSXQHN	Select PDP Plan	Other	19.10	Individual - Medicare part D	Tim Falsken Referral									2019	July	Monthly	07/09/2019 04:32 PM	796		47.15	5.83
					Shane Canter	Add		Individual	David Dupetit	Nationwide	New Business	08/05/2019	720HR119925		Beverly Stone - Agent	759.95	Personal - Home										2019	July	Annual	07/09/2019 06:36 PM	797		47.15	6.33
					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
					Kelli Ramirez	Add		Individual	Steve Barron	Blue Shield	New Business	07/01/2019	909213432	Gold 80 PPO	Morris & Garritano	2,040.82	Individual - Health (off exchange)										2019	July	Monthly	07/09/2019 11:36 PM	799		47.15	28.00
					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
					Bill Immel	Add		Individual	Richard Brotherton	UHC	New Business	08/01/2019	020352424-1	UHC AARP MedicareRx Walgreens (PDP)	Client Referral	28.10	Individual - Medicare part D										2019	July	Monthly	07/12/2019 08:45 PM	804		47.16	5.83
					Bill Immel	Add		Individual	Richard Brotherton	Anthem	New Business	07/01/2019	841W01268	Innovative F plan.	Client Referral	131.32	Individual - Medicare Sup										2019	July	Monthly	07/12/2019 08:47 PM	805		47.16	26.26
					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
					Bill Immel	Add		Individual	Emma Olsac	Blue Shield	New Business	08/01/2019	909212342	MedSup F Extra	Other	135.00	Individual - Medicare Sup	Agent Referral - Tim Falsken									2019	July	Monthly	07/16/2019 05:11 PM	813		47.16	27.00
					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
					Shane Canter	Add		Individual	Pedro Fausto	Bristol West	New Business	07/18/2019	G00976284500		Client Referral	2,602.00	Personal - Auto										2019	July	Annual	07/18/2019 09:36 PM	816		47.16	21.68
					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
					Kelli Ramirez	Add		Individual	Bridget Vitale	Blue Shield	New Business	07/01/2019	909099194	Referred by my friend	Friend	769.62	Individual - Health (off exchange)										2019	July	Monthly	07/20/2019 12:01 AM	818		47.16	30.00
					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
					Kelli Ramirez	Add		Individual	Linda Winsor	Blue Shield	New Business	08/01/2019	900911664	Silver 70 off Exchange PPO	Morris & Garritano	816.87	Individual - Health (off exchange)										2019	July	Monthly	07/22/2019 10:32 PM	826		47.16	32.00
					Shane Canter	Add		Company	Automated Manufacturing	Markel	New Business	08/01/2019	2DC0887		Cold Calling	6,547.00	Commercial - BOP										2019	July	Annual	07/22/2019 11:57 PM	827		76.20	52.38
					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
					Shane Canter	Add		Company	Automated Manufacturing	Liberty Mutual	New Business	08/01/2019	XWS(20)60140965		Cold Calling	17,965.00	Commercial - Work Comp										2019	July	Annual	07/23/2019 04:16 PM	830		47.16	179.65
					Shane Canter	Renewal													Individual	Sheri Nouri	CEA	07/25/2019	0		Personal - Earthquake	1275				07/24/2019 10:03 PM	834		47.16
					Shane Canter	Add		Individual	Jerry Strom	CSE	New Business	08/06/2019	CAH1268489		Other	866.11	Personal - Home	lead source is Rene Ruiz w/Sun West									2019	July	Annual	07/25/2019 10:19 PM	836		47.16	8.66
					Shane Canter	Add		Company	Byer Geotechnical	Argo Pro	New Business	07/31/2019	121AE0151999-00		Friend	36,910.00	Commercial - Prof Liability										2019	July	Annual	07/26/2019 03:25 PM	838		47.16	362.60
					Bill Immel	Add		Individual	Frances Handler	SilverScript	New Business	09/01/2019	G9C407723	SilverScript Choice	Other	34.80	Individual - Medicare part D	Agent - Marc Meretsky									2019	July	Monthly	07/30/2019 05:31 PM	841		23.24	5.83
					Shane Canter	Add		Individual	Steve Benich	Progressive	New Business	08/12/2019	04069303-1		Client Referral	4,480.52	Commerical - Auto										2019	July	Annual	07/30/2019 08:39 PM	842		47.16	37.33
					Bill Immel	Add		Individual	Norman Zalben	UHC	New Business	08/01/2019	020367369-1	AARP MedicareRx Saver Plus (PDP)	Other	33.10	Individual - Medicare part D	Marc Maretsky - Agent									2019	July	Monthly	07/31/2019 04:45 PM	844		23.24	5.83
					Kelli Ramirez	Add		Individual	Ian Stake	Blue Shield	New Business	08/01/2019	909207821	Silver 70 Off Ex PPO	Client Referral	366.31	Individual - Health (off exchange)										2019	July	Monthly	07/31/2019 07:28 PM	845		47.16	5.13
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
					Shane Canter	Add		Individual	David Dupetit	National General	New Business	08/05/2019	0000556373		Beverly Stone - Agent	707.00	Personal - Other	Home Flood policy									2019	August	Annual	08/01/2019 03:32 PM	849		47.16	5.89
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
					Kelli Ramirez	Add			Debra Yocum	Aetna	Rewrite	08/01/2019	MEBNG5ST	Aetna Rx Select PDP	Connie Christiansen - Agent	12.20	Individual - Medicare part D										2019	July	Monthly	08/01/2019 06:49 PM	851		47.16
					Bill Immel	Add		Individual	Rita Sullivan	Blue Shield	New Business	08/01/2019	909242362	Blue Shield F extra	Client Referral	160.00	Individual - Medicare Sup										2019	August	Monthly	08/02/2019 08:01 PM	852		47.16	32.00
					Shane Canter	Add		Individual	David Dupetit	Nationwide	New Business	08/05/2019	7204J180234		Beverly Stone - Agent	5,920.78	Personal - Auto	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	49.33
					Shane Canter	Add		Individual	David Dupetit	Nationwide	New Business	08/05/2019	RVAA0078381464		Beverly Stone - Agent	123.66	Personal - Other	Jeremy, non commissionable see tim Billy, this is an RV policy									2019	August	Annual	08/02/2019 09:21 PM	854		47.16	1.05
					Kelli Ramirez	Add		Individual	L:inda Chapman-Henry	Evanston Insurance Company	New Business	06/28/2019	BWH118897-12470227		Friend	2,926.90	Personal - Home	Premium Finance through Stonemark									2019	July	Annual	08/02/2019 10:38 PM	855		47.16	27.98
					Shane Canter	Add		Company	Bruce S Gillis MD MPH Inc	Anthem	New Business	08/01/2019	481420	BZ 3KD3	Client Referral	10,423.69	Group - Health	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	521.18
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
					Bill Immel	Add		Individual	Diane Aguerre Valois	Aetna	New Business	08/01/2019	MEBSZNNX	Aetna Select PDP	Stan Carmichael - Agent	19.10	Individual - Medicare part D										2019	August	Monthly	08/05/2019 06:58 PM	860		23.24	5.83
					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
					Kelli Ramirez	Add		Individual	Juan Pueblo Esteban	Blue Shield	New Business	08/01/2019		Referred by my friend	Friend	815.38	Individual - Health (off exchange)										2019	August	Monthly	08/05/2019 10:20 PM	862		47.16	8.33
					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
					Bill Immel	Add		Individual	Jonni Biaggini	Aetna	Rewrite	10/01/2019	MEBSYRXS	Aetna Medicare Rx Select (PDP)	Other	19.10	Individual - Medicare part D	Existing client.									2019	August	Monthly	08/06/2019 11:32 PM	865		23.24
					Bill Immel	Add		Individual	Jonni Biaggini	Blue Shield	Rewrite	10/01/2019	909228425	Med Sup F Extra	Other	112.00	Individual - Medicare Sup	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
					Bill Immel	Add		Individual	Sandra Robinson	Nationwide	Rewrite	08/07/2019	7204HR131281		Client Referral	1,715.43	Personal - Home										2019	August	Annual	08/07/2019 05:44 PM	871		23.24
					Bill Immel	Add		Individual	Sandra Robinson	Nationwide	Rewrite	08/07/2019	7204J175631		Client Referral	10,719.88	Personal - Auto										2019	August	Annual	08/07/2019 05:47 PM	872		23.24
					Bill Immel	Add		Individual	Sandra Robinson	Nationwide	Rewrite	08/07/2019	72041U028945		Client Referral	422.26	Personal - Umbrella										2019	August	Annual	08/07/2019 05:49 PM	873		23.24
					Bill Immel	Add		Individual	Sandra Robinson	Nationwide	Rewrite	08/07/2019	QT01066502		Client Referral	1,472.00	Personal - Earthquake										2019	August	Annual	08/07/2019 05:52 PM	874		23.24
					Jeremy Zeller	Add		Company	Bond Manufacturing	Training360	New Business	08/01/2019	n/a		Cold Calling	2,000.00	Zywave	Training360 for 100+ employees.									2019	August	Annual	08/07/2019 07:27 PM	875		47.15	166.66
					Bill Immel	Add		Individual	Bethanie Lane	Blue Shield	New Business	04/01/2019	909063538	Med Sup F Extra	Client Referral	112.00	Individual - Medicare Sup	Agent - Frank Sheehan BOR									2019	August	Monthly	08/07/2019 10:49 PM	876		23.24	0.00
					Kelli Ramirez	Add		Individual	Corey Hirsch	Blue Shield	New Business	08/01/2019	909235098	SIlver 1850 PPO	Warner Pacific	632.27	Individual - Health (off exchange)										2019	August	Monthly	08/07/2019 11:48 PM	877		47.15	7.58
					Shane Canter	Add		Company	Wayne Chen	CSE	New Business	08/23/2019	CAH1268927-01		Client Referral	1,218.15	Personal - Home										2019	August	Annual	08/08/2019 05:27 PM	879		47.15	12.03
					Shane Canter	Add		Individual	Wayne Chen	CSE	New Business	08/23/2019	CAF1268934-01		Client Referral	919.12	Personal - Other	This policy is for his Rental Home It's a DP-3									2019	August	Annual	08/08/2019 06:46 PM	880		47.15	9.07
					Debbie Dreese	Add		Company	Southern California Neurosurgical Associates Inc	Anthem Blue Cross	Rewrite	08/01/2019		Anthem Gold PPO 30/500/20% (3KFF) Anthem Platinum PPO 20/10% (3KHP)	Client Referral	5,505.26	Group - Health	Group Number G47422									2019	August	Monthly	08/10/2019 06:44 AM	881		47.15
					Debbie Dreese	Add		Company	Southern California Neurosurgical Associates Inc.	Blue Shield	Rewrite	08/01/2019	W0107324	Dental HMO Plus SG Ultimate Plus DPPO SB 50/2000/MAC/NR	Client Referral	387.08	Group - Dental										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
					Bill Immel	Add		Individual	Phyllis Small	Blue Shield	New Business	08/01/2019	909254621	Silver 1850 PPO	Morris & Garritano	1,681.48	Individual - Health (off exchange)										2019	August	Monthly	08/12/2019 04:33 PM	884		23.24	20.00
					Bill Immel	Add		Individual	Steven Yocum	UHC	Rewrite	08/01/2019	312612599-1	AARP Med Sup Plan F	Connie Christiansen - Agent	171.50	Individual - Medicare Sup										2019	August	Monthly	08/12/2019 05:15 PM	885		23.24
					Shane Canter	Add		Individual	Steven Freedman	Guard	Rewrite	06/15/2019	STHO073391		Client Referral	2,550.00	Personal - Home										2019	June	Annual	08/12/2019 11:55 PM	886		47.16
					Shane Canter	Add		Individual	Alexander Alexandrov	CSE	New Business	08/20/2019	Alexander		Other	938.15	Personal - Home	Rene Ruiz w/Mortgage Possible is the lead source									2019	August	Annual	08/14/2019 04:28 PM	888		47.16	9.38
					Kelli Ramirez	Add		Individual	Kurt Steeber	Blue Shield	New Business	07/01/2019	909254619	Silver 1850 PPO	Morris & Garritano	752.20	Individual - Health (off exchange)										2019	August	Monthly	08/15/2019 09:23 PM	890		47.16	9.02
					Kelli Ramirez	Add		Individual	Nicholas Keuper	Blue Shield	New Business	08/01/2019	909260749	Silver 1850 PPO	Other	1,633.59	Individual - Health (off exchange)	Kelli Ramirez referral									2019	August	Monthly	08/16/2019 05:48 PM	892		47.16	19.59
					Kelli Ramirez	Add		Individual	Lesley Moverely	Aetna	New Business	09/01/2019	MEBS1HHB	Aetna Select Rx	Kelli Ramirez - Agent	19.10	Individual - Medicare part D										2019	August	Monthly	08/16/2019 06:59 PM	893		47.16	6.58
					Kelli Ramirez	Add		Individual	Erik Zillig	Blue Shield	New Business	08/01/2019	909258351	Bronze 60 PPO	Morris & Garritano	443.45	Individual - Health (off exchange)										2019	August	Monthly	08/16/2019 10:54 PM	894		47.16	17.74
					Shane Canter	Add		Company	Victus Capital Wealth	markel	New Business	08/14/2019	PL85073A		David Brecher - Agent	5,813.00	Commercial - Prof Liability	Written through Burns									2019	August	Annual	08/19/2019 04:22 PM	897		47.16	56.23
					Kelli Ramirez	Add		Individual	Diane La Rose	Silver Script	New Business	07/01/2019	G9C349760	Silver Script Choice PDP Plan	Other	34.80	Individual - Medicare part D	Per Notes in Gen4, Diane found us on the internet.									2019	June	Monthly	08/19/2019 04:56 PM	898		47.16	6.25
					Bill Immel	Add		Individual	Barry Glaser	Aetna	New Business	09/01/2019	MEBS0Z7Y	AETNA MEDICARE RX SELECT (PDP)	David Brecher - Agent	19.10	Individual - Medicare part D										2019	August	Monthly	08/20/2019 04:47 PM	900		23.24	5.83
					Kelli Ramirez	Add		Individual	Camille Anderson	Blue Shield	New Business	08/01/2019	909254638	Silver 1850 PPO	Morris & Garritano	1,207.07	Individual - Health (off exchange)										2019	August	Monthly	08/20/2019 07:29 PM	901		47.16	14.48
					Kelli Ramirez	Add		Individual	Patricia Koberl	Blue Shield	New Business	08/01/2019	909258968	Gold 80 PPO	Morris & Garritano	2,454.88	Individual - Health (off exchange)										2019	August	Monthly	08/20/2019 08:17 PM	902		47.16	29.45
					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
					Kelli Ramirez	Add		Company	Snap Creative MFG	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	16,168.45	Group - Health	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	808.42
					Shane Canter	Add		Individual	Adam Rodriguez	Travelers	New Business	08/21/2019	6050803286341		Friend	125.00	Personal - Renters										2019	August	Annual	08/22/2019 12:48 AM	912		47.16	1.04
					Shane Canter	Add		Individual	Adam Rodriguez	Travelers	New Business	08/21/2019	6050830202031		Friend	2,827.67	Personal - Auto										2019	August	Annual	08/22/2019 04:04 PM	914		47.16	23.56
					Kelli Ramirez	Add		Individual	Linda Duncan-Northstein	Travelers	New Business	09/01/2019	601384010		Friend	779.00	Personal - Home										2019	August	Annual	08/22/2019 06:21 PM	915		47.16	77.90
					Kelli Ramirez	Add		Individual	Linda Duncan_Northstein	Travelers	New Business	09/01/2019	601735591		Friend	673.00	Personal - Auto										2019	August	Annual	08/22/2019 06:22 PM	916		47.16	67.30
					Bill Immel	Add		Individual	Jeff Marcove	Blue Shield	New Business	08/01/2019	909260637	Silver 1850 PPO	Morris & Garritano	2,149.67	Individual - Health (off exchange)	Spouse: Kathleen and Child: Natalya are on the policy.									2019	August	Monthly	08/22/2019 09:46 PM	917		23.24	25.80
					Shane Canter	Add		Company	Byer Geotechnical Inc	Nationwide	New Business	11/29/2019	ACP BPO 7870714969		Client Referral	6,207.00	Commercial - BOP										2019	August	Annual	08/22/2019 11:49 PM	919		47.16	52.25
					Shane Canter	Add		Company	Byer Geotechnical Inc	Nationwide	New Business	11/29/2019	ACP BPO 7870714969		Client Referral	2,509.76	Commerical - Auto										2019	August	Annual	08/22/2019 11:51 PM	920		47.16	20.91
					Shane Canter	Add		Company	Byer Geotechnical Inc	Nationwide	New Business	11/29/2019	ACP BPO 7870714969		Client Referral	450.00	Commercial - Other	$1M Umbrella									2019	August	Annual	08/22/2019 11:52 PM	921		47.16	3.75
					Shane Canter	Add			Byer Geotechnical Inc	Nationwide	New Business	06/01/2019	ACP 3009354341		Client Referral	10,142.41	Commercial - Work Comp										2019	August	Annual	08/22/2019 11:54 PM	922		47.16	84.50
					Bill Immel	Add		Individual	Kristyn Smoot	Blue Shield	New Business	09/01/2019	906053993	F Plan	Merri Harding - Agent	142.19	Individual - Medicare Sup	She is in household with her husband John.									2019	August	Monthly	08/26/2019 06:59 PM	931		23.24	14.22
					Shane Canter	Add		Company	Alain Dupetit DBA 3 Men Suits	Western World	New Business	08/26/2019	NPP8578463		Client Referral	3,839.04	Commercial - BOP										2019	August	Annual	08/26/2019 10:27 PM	932		47.15	41.93
					Shane Canter	Renewal													Company	Envirosolve	OneBeacon	08/23/2019	7,930,084,510,001		Commercial - Gen Liability	13,502.84 w/all taxes & Fees				08/27/2019 03:41 PM	933		47.15
					Shane Canter	Renewal													Company	Envirosolve	OneBeacon	08/23/2019	793,008,452		Commercial - Other	Excess Liability $4M $7,364.50 w/all taxes and fees				08/27/2019 03:44 PM	934		47.15
					Shane Canter	Renewal													Company	Envirosolve	Westchester	09/14/2019	0		Commercial - Other	Fid, D&O, and EPLI Policy Premium - $5,778.32 w/all taxes and fees USLI policy will automatically cancel				08/27/2019 03:58 PM	935		47.15
					Kelli Ramirez	Add		Company	Snap Creative MFG	Employers	New Business	09/01/2019	SMC 0020380 18		Kelli Ramirez - Agent	4,957.00	Commercial - Work Comp	This policy is through Warner Pacific, North Ranch Insurance Services. Policy Renews 6-1-2020									2019	August	Annual	08/27/2019 07:57 PM	936		47.15	41.31
					Shane Canter	Add		Individual	Mark Schrimmer	Nationwide	New Business	09/01/2019	7204UP020122		Other	889.42	Personal - Home	christine wale referral									2019	August	Annual	08/29/2019 04:39 PM	937		47.15	8.43
					Shane Canter	Add		Individual	Mark Schrimmer	Nationwide	New Business	09/01/2019	7204J195247		Other	1,678.70	Personal - Auto	Christine Wale lead									2019	August	Annual	08/29/2019 04:44 PM	938		47.15	15.73
					Kelli Ramirez	Add		Individual	Paige Nelson	Blue Shield	New Business	09/01/2019	909277752	Silver 1850 PPO	Morris & Garritano	354.01	Individual - Health (off exchange)										2019	August	Monthly	08/29/2019 05:06 PM	939		47.15	4.60
					Shane Canter	Renewal													Individual	Paschal Nzerue	Safety Specialty Insurance Company	08/10/2019	0		Personal - Home	$2,859.67 Commission is $268.284				08/29/2019 05:41 PM	940		47.15
					Kelli Ramirez	Add		Individual	Gordon Miller	Blue Shield	Rewrite	09/01/2019	980475055	Blue Shield HMO 65 Plus	Client Referral	0.00	Individual - Medicare Adv										2019	August	Monthly	08/29/2019 06:35 PM	941		47.15
					Kelli Ramirez	Add		Individual	Erny Pinckert	Blue Shield	Rewrite	09/01/2019	909129065	Dental PPO	Morris & Garritano	74.80	Individual - Dental										2019	August	Monthly	08/29/2019 06:42 PM	942		47.15
					Kelli Ramirez	Add		Individual	Mark Burnstein	Nationwide	Rewrite	09/12/2019	7204HR152427		Client Referral	664.85	Personal - Home										2019	August	Annual	08/29/2019 08:00 PM	943		47.15
					Kelli Ramirez	Add		Individual	Mark Burnstein	Nationwide	Rewrite	09/12/2019	7204J195282		Client Referral	906.77	Personal - Auto										2019	August	Annual	08/29/2019 08:02 PM	944		47.15
					Bill Immel	Add		Individual	Kristyn Smoot	Aetna	New Business	09/01/2019	MEBS19QY	Aetna Medicare Saver RX	Merri Harding - Agent	32.40	Individual - Medicare part D										2019	August	Monthly	08/30/2019 04:43 PM	946		47.15	5.83
					Shane Canter	Renewal													Company	RF Insurance Services	HISCOX	09/19/2019	0		Commercial - Prof Liability	400.00				09/03/2019 05:35 PM	950		47.15
Personal - Home	July 31, 2019	Stillwater	Individual	Ronnie Cruz	Bill Immel	Term	Tim Neal cancelled policy non-renewed, as they moved.																							09/04/2019 09:40 PM	951		23.24
Personal - Auto	September 13, 2019	Stillwater	Individual	Ronnie Cruz	Bill Immel	Term	TN cancelling non-renewal as they have moved. NV8005371																							09/04/2019 09:43 PM	952		23.24
					Shane Canter	Add		Individual	Scott Sobel	Nationwide	New Business	09/23/2019	7204HR156019		Friend	462.99	Personal - Home										2019	September		09/05/2019 07:52 PM	954		47.15	4.34
					Shane Canter	Add		Individual	Scott sobel	Nationwide	New Business	09/23/2019	7204J 198427		Friend	2,974.32	Personal - Auto										2019	September	Annual	09/05/2019 07:54 PM	955		47.15	27.88
					Shane Canter	Add		Individual	Scott Sobel	Nationwide	New Business	09/23/2019	MSA 0078831822		Friend	144.61	Personal - Other	Motorcycle Policy									2019	September	Annual	09/05/2019 07:55 PM	956		47.15	1.36
					Shane Canter	Add		Individual	Scott Sobel	Johnson & Johnson	New Business	09/23/2019	HPF7501185		Friend	768.75	Personal - Other	Flood									2019	September	Annual	09/05/2019 07:56 PM	957		47.15	6.41
					Bill Immel	Renewal													Company	MCLN Health and Weight Loss	The Hartford	10/06/2019	72		Commercial - Work Comp	$1643/yr				09/05/2019 08:19 PM	958		23.24
					Debbie Dreese	Renewal													Company	Riggs & Riggs Inc	Anthem Blue Cross	02/01/2019		Platinum PPO 20/10% (3KHP)	Group - Health	New HIre elected plan no one was previously enrolled in				09/06/2019 01:26 AM	959		47.15
					Debbie Dreese	Renewal													Company	Canons Regular of the Immaculate Conception	Anthem Blue Cross	10/01/2019		Medical - Platinum PPO 20/10% (3KHL) Dental - PPO Platinum 100/90/60 Active 50/2000 90th EP Basic (2RJP) Vision - Blue View Vision Plan A3 (0UHM)	Group - Health	$3871.98				09/06/2019 02:07 AM	961		47.15
					Shane Canter	Add		Individual	Scott Sobel	CEA	New Business	09/24/2019	QT01096328		Friend	533.00	Personal - Earthquake										2019	September	Annual	09/06/2019 05:04 PM	964		47.15	4.44
					Kelli Ramirez	Add		Individual	Mark Burnstein	Nationwide	Rewrite	09/12/2019	7204HR152427		Friend	664.85	Personal - Home	Previously with CSE moved to Nationwide at renewal									2019	August	Annual	09/06/2019 07:46 PM	965		47.15
					Kelli Ramirez	Add		Individual	Mark Burnstein	Nationwide	Rewrite	09/12/2019	7204J195282		Friend	906.77	Personal - Auto	Previously with CSE moved to Nationwide at renewal									2019	August	Annual	09/06/2019 07:48 PM	966		47.15
					Kelli Ramirez	Add		Individual	Mark Burnstein	CEA	Rewrite	09/12/2019	QT01091962		Friend	599.00	Personal - Earthquake	Previously with Palomar moved to CEA at renewal									2019	August	Annual	09/06/2019 07:53 PM	967		47.15
					Bill Immel	Renewal													Individual	Susan Daniels	Nationwide	11/01/2019	7,204		Personal - Auto	$717.68/6mo.				10/03/2019 05:13 PM	1,007	Bill-Immel	23.24
					Bill Immel	Add		Individual	Joanne Bruner	UHC	New Business	10/01/2019	009698010-1	AARP MedicareComplete SecureHorizons Plan 2 (HMO)	Morris & Garritano	26.00	Individual - Medicare Adv										2019	October	Monthly	10/03/2019 05:39 PM	1,008	Bill-Immel	23.24	27.50
					Bill Immel	Add		Individual	Robert Bruner	UHC	New Business	10/01/2019	009684524-1	AARP MedicareComplete SecureHorizons Plan 2 (HMO)	Morris & Garritano	26.00	Individual - Medicare Adv										2019	October	Monthly	10/03/2019 05:39 PM	1,009	Bill-Immel	23.24	27.50
					Shane Canter	Add		Company	Alain D Inc DBA 3 Men Suits	The Hartford	New Business	10/03/2019	72WECAE1B03		Client Referral	31,119.00	Commercial - Work Comp										2019	October	Annual	10/03/2019 07:11 PM	1,010	shane-canter	47.15	25.28
					Kelli Ramirez	Add		Individual	Debra Yocum	UHC	Rewrite	11/01/2019	312612599-1.	UHC Med Supp Plan F	Connie Christiansen - Agent	155.94	Individual - Medicare Sup										2019	October	Monthly	10/03/2019 11:39 PM	1,012		47.15
					Bill Immel	Add		Individual	Edward Gravell	Aetna	Rewrite	10/01/2019	MEBSZ54S	Aetna Saver RX	Morris & Garritano	32.40	Individual - Medicare part D										2019	September	Monthly	09/09/2019 03:33 PM	978		23.24
					Bill Immel	Add		Individual	Edward Gravell	Blue Shield	Rewrite	10/01/2019	909244287	Medicare Supplement Plan F Extra	Morris & Garritano	115.00	Individual - Medicare Sup										2019	September	Monthly	09/09/2019 03:34 PM	979		23.24
					Debbie Dreese	Renewal													Company	Dewitt Algorri & Algorri	California Choice	08/01/2019	43,840	ABC Gold PPO A ABC Gold PPO C ABC Gold PPO D Kaiser Gold HMO B Smile Saver 3000 Dentegra Smile Club 100	Group - Health					09/10/2019 03:25 AM	980		47.15
					Shane Canter	Add		Individual	Danny Moreno	Mapfre	New Business	09/11/2019	8006010033287		Other	880.00	Personal - Home	rene ruiz referral									2019	September	Annual	09/11/2019 09:02 PM	981		47.15	7.33
					Shane Canter	Add		Individual	Mandi Robbins	Travelers	Rewrite	09/11/2019	605209498 633 1		Friend	1,168.00	Personal - Home	Rewriting from Nationwide									2019	September	Annual	09/12/2019 03:29 PM	982		47.15
					Kelli Ramirez	Add		Individual	Rick Burk	Blue Shield	New Business	09/01/2019	909304540		Anthem Lead	1,266.13	Individual - Health (off exchange)										2019	September	Monthly	09/12/2019 08:50 PM	983		47.15	16.50
					Shane Canter	Add		Individual	Mandi Robbins	Travelers	Rewrite	09/11/2019	605216491-203-1		Friend	2,011.52	Personal - Auto	rewrite from nationwide									2019	September	Annual	09/12/2019 08:59 PM	984		47.15
					Bill Immel	Add		Individual	Irene Fesperman	Cigna	New Business	09/01/2019	80Y0321263	Med Supp Plan F	Friend	156.84	Individual - Medicare Sup										2019	September	Monthly	09/13/2019 12:06 AM	985		23.24	34.50
					Kelli Ramirez	Add		Individual	Tiffany Ramistella Rivers	Blue Shield	New Business	07/01/2019	909202601	Gold 80 PPO	Morris & Garritano	248.55	Individual - Health (off exchange)										2019	July	Monthly	09/13/2019 06:12 PM	986		47.15	3.23
					Kelli Ramirez	Add		Individual	Carol Calagna	Blue Shield	New Business	10/01/2019	909304536	Silver 1850 PPO	Morris & Garritano	947.84	Individual - Health (off exchange)										2019	September	Monthly	09/13/2019 08:17 PM	987		47.15	12.32
					Shane Canter	Add		Company	Creative Impact Agency LLC	The Hartford	New Business	10/13/2019	72WECAD9UDU		Beverly Stone - Agent	4,416.00	Commercial - Work Comp										2019	September	Annual	09/17/2019 04:02 PM	988	shane-canter	47.15	44.16
					Bill Immel	Add		Individual	Barbara Lee	UHC	New Business	10/01/2019	020413125-1	AARP MedicareRx Saver Plus (PDP)	Stan Carmichael - Agent	33.10	Individual - Medicare part D										2019	September	Monthly	09/18/2019 02:30 PM	989	Bill-Immel	23.24	2.50
					Kelli Ramirez	Renewal													Company	CellWell	Anthem	12/01/2019	0	Anthem Bronze PPO 6600/0%/w/HSA 3KDB	Group - Health	$2,064.12				09/19/2019 11:03 PM	990	kelli-ramirez	47.15
					Bill Immel	Renewal													Individual	Bill Hoffman	Travelers	10/18/2019	602,343,463		Personal - Auto	$3,230/6mo.				09/20/2019 05:51 PM	991	Bill-Immel	23.24
					Shane Canter	Add		Company	Precision Physical Therapy and Wellness	AmTrust	New Business	09/20/2019	QWC1093122		Client Referral	767.00	Commercial - Work Comp	IFP client referral									2019	September	Annual	09/20/2019 10:48 PM	992	shane-canter	47.15	7.76
					Debbie Dreese	Renewal													Company	Kentmaster	Blue Shield	09/01/2019	0	Gold Full PPO 1200/35 Gold Full PPO 500/30 Platinum Full PPO 0/10 Platinum Trio HMO 0/25 Platinum Access+ HMO 0/25	Group - Health					09/23/2019 02:46 AM	994	debbie-dreese	47.15
					Shane Canter	Add		Individual	Angela Turley	Travelers	New Business	10/07/2019	6052753116331		Friend	387.00	Personal - Home										2019	September	Annual	09/23/2019 04:06 PM	995	shane-canter	47.15	3.87
Personal - Renters	October 7, 2019	Travelers	Individual	Angela Turley	Shane Canter	Term																								09/23/2019 04:07 PM	996	shane-canter	47.15
					Bill Immel	Add		Individual	Nora McIntire	Health Net	New Business	10/01/2019	R12-60-7883	Innovative F	Stan Carmichael - Agent	327.00	Individual - Medicare Sup										2019	September	Monthly	09/23/2019 05:33 PM	998	Bill-Immel	23.24	65.40
					Bill Immel	Add		Individual	Frank Berch	Aetna	New Business	10/01/2019	MEBS374W	AETNA MEDICARE RX SELECT (PDP)	Todd Wurth - Agent	17.40	Individual - Medicare part D										2019	September	Monthly	09/23/2019 05:41 PM	999	Bill-Immel	23.24	5.83
					Shane Canter	Add		Individual	Beverly Stone	Travelers	New Business	10/14/2019	605277568 633 1		Beverly Stone - Agent	5,002.00	Personal - Home										2019	September	Annual	09/23/2019 06:56 PM	1,000	shane-canter	47.15	50.02
					Shane Canter	Add		Individual	Beverly Stone	Travelers	New Business	10/14/2019	6052777596631		Beverly Stone - Agent	686.00	Personal - Other	Dwelling and fire policy for rental home									2019	September	Annual	09/23/2019 06:58 PM	1,001	shane-canter	47.15	6.86
					Kelli Ramirez	Add		Individual	Steve Helms	Anthem	Rewrite	10/01/2019	015W02028	Innovative F	Friend	132.54	Individual - Medicare Sup										2019	September	Monthly	09/23/2019 10:27 PM	1,002	kelli-ramirez	47.15
					Kelli Ramirez	Add		Individual	Steve Helms	Aetna	Rewrite	10/01/2019	MEBSWF1Z	Select Rx	Friend	19.10	Individual - Medicare part D										2019	September	Monthly	09/23/2019 10:30 PM	1,003	kelli-ramirez	47.15
					Shane Canter	Add		Company	Guernsey Coating Laboratories	Employers	New Business	10/31/2019	EIG2915720-00		Cold Calling	5,492.00	Commercial - Work Comp										2019	September	Annual	09/24/2019 10:15 PM	1,004	shane-canter	47.15	45.77
					Shane Canter	Renewal													Company	Campbell & Associates	HISCOX	09/19/2019	0		Commercial - Prof Liability	Renewal premium w/our broker fee $1,648.09				09/30/2019 04:00 PM	1,005	shane-canter	47.15
					Shane Canter	Add		Company	Guernsey Coating Laboratories	Acceptance Casualty Insurance Company	New Business	10/15/2019	CP00255524		Cold Calling	8,279.63	Commercial - BOP	written through bass underwriters									2019	September	Annual	10/01/2019 03:36 PM	1,006	shane-canter	47.15	72.30
					Bill Immel	Renewal													Individual	Brock Jones	Nationwide	11/01/2019	0		Personal - Auto	$675.27/6mo				10/07/2019 05:11 PM	1,013	Bill-Immel	23.24
					Shane Canter	Add		Company	Practical Activation, LLC	USLI	New Business	10/04/2019	SP1571825		Friend	670.00	Commercial - Prof Liability	$150 Wholesale broker fee is associated w/this account so total annual premium is $820									2019	October	Annual	10/08/2019 03:34 PM	1,014		47.15	6.70
					Shane Canter	Renewal													Company	Byer Geotechnical	C.N.A	11/29/2019	6,025,381,167		Commercial - BOP					10/09/2019 07:03 PM	1,015		47.15
					Shane Canter	Renewal													Company	Byer Geotechnical	CNA	11/29/2019	6,025,372,260		Commerical - Auto	2155.76				10/09/2019 07:05 PM	1,016		47.15
					Shane Canter	Renewal													Company	Byer Geotechnical	CNA	11/29/2019	6,025,381,198		Commercial - Other	Umbrella policy $600				10/09/2019 07:06 PM	1,017		47.15
Commercial - BOP	November 5, 2019	Hiscox	Company	Positively Intrigued LLC	Bill Immel	Term																								10/10/2019 06:27 PM	1,018		23.24
					Shane Canter	Add		Individual	Catherine Fair	Travelers	New Business	11/09/2019	605398242 633 1		Friend	1,207.00	Personal - Home										2019	October	Annual	10/11/2019 07:21 PM	1,019		47.15	10.06
					Shane Canter	Add		Individual	Catherine Fair	Travelers	New Business	11/09/2019	6053987162031		Friend	1,510.52	Personal - Auto	umbrella is $130 per year so we make like $13 per year on it.									2019	October	Annual	10/11/2019 08:00 PM	1,020		47.15	15.10
					Bill Immel	Add		Individual	Manoli Wetherell	Aetna	New Business	12/01/2019	AHC6234441	Medicare Supplement Plan F	Warner Pacific	140.11	Individual - Medicare Sup										2019	October	Monthly	10/14/2019 04:40 PM	1,021		23.24	14.01
					Shane Canter	Add		Company	DJS General Contracting Inc.	Cal Choice	New Business	10/01/2019	66755	Platinum HMO A Silver PPO A Advantage	Anthem Lead	1,191.31	Group - Health										2019	October	Monthly	10/15/2019 03:35 PM	1,022		47.15	59.56
					Bill Immel	Add		Individual	Carol Wasielewski	SilverScript	Rewrite	11/01/2019	G7D026448	SilverScript Choice	Aetna Lead	36.30	Individual - Medicare part D	Rewrite of same policy due to move from Colorado to Wisconsin.									2019	October	Monthly	10/16/2019 09:40 PM	1,023		23.24
					Shane Canter	Renewal													Company	victoria morris dba lexikat artists	statefund	11/02/2019	924,072,119		Commercial - Work Comp	514.70 annual				10/18/2019 04:49 PM	1,024		47.15
					Shane Canter	Add		Company	3165 Old Conejo Rd LLC (Wayne Chen)	The Hartford	New Business	11/01/2019	72SBABC8645		Client Referral	783.00	Commercial - Property										2019	October	Annual	10/21/2019 09:42 PM	1,025		47.15	6.53
					Shane Canter	Add		Company	Naomi Zelaya	Travelers	New Business	10/22/2019	605459789-2031		Friend	1,772.76	Personal - Renters										2019	October	Annual	10/23/2019 12:31 AM	1,027		47.15	14.77
					Shane Canter	Add		Individual	Naomi Zelaya	Travelers	New Business	10/22/2019	605459758 634 1		Friend	157.00	Personal - Renters										2019	October	Annual	10/23/2019 12:32 AM	1,028		47.15	1.30
					Bill Immel	Add		Individual	Rita Sullivan	Humana	New Business	01/01/2020	H60112568	HUMANA WALMART VALUE RX PLAN PDP	Client Referral	25.31	Individual - Medicare part D										2019	October	Monthly	10/23/2019 11:14 PM	1,032		23.24	5.83
					Bill Immel	Renewal													Individual	Melissa McCook	Nationwide	11/23/2019	7,204		Personal - Auto	$1501.600/6mo.				10/23/2019 11:33 PM	1,033		23.24
					Bill Immel	Add		Individual	Mark Koman	Aetna	Rewrite	11/01/2019	AHL6237317	Medicare Supplement Plan F	Stan Carmichael - Agent	142.00	Individual - Medicare Sup										2019	October	Monthly	10/23/2019 11:44 PM	1,034	Bill-Immel	23.24
					Shane Canter	Add		Company	Precision Physical Therapy and Wellness	AmTrust	New Business	10/23/2019	WPP1838476 00		Client Referral	162.00	Commercial - Other	Cyber Policy. This year it is prorated, but it will actually renew with the BOP on 9/20/2020									2019	October	Annual	10/24/2019 04:34 PM	1,036		47.15	1.35
Individual - Medicare part D	January 1, 2019	silverscript	Individual	Mark Bodenhamer	Shane Canter	Term	went to express scripts																							10/24/2019 04:45 PM	1,037		47.15
Individual - Medicare part D	January 1, 2019	UHC	Individual	mary jo bodenhamer	Shane Canter	Term	going to express scripts this year																							10/24/2019 04:47 PM	1,038		47.15
					Shane Canter	Renewal													Individual	Marsha Berman	WellCare	01/01/2019	0	WellCare Select PDP Plan	Individual - Medicare part D	$23.80				10/24/2019 05:11 PM	1,039		47.15
					Shane Canter	Renewal													Company	Zip Brands	Travelers	11/23/2019	0		Commercial - Work Comp	1742				10/24/2019 11:58 PM	1,041		47.15
					Kelli Ramirez	Add		Individual	John Freeman	Blue Shield	New Business	01/01/2020	909387098	Bronze 60 PPO	Morris & Garritano	953.95	Individual - Health (on exchange)										2019	October	Monthly	10/25/2019 07:57 PM	1,042		47.15	12.40
					Bill Immel	Add		Individual	Navinder Dhir	WellCare	New Business	01/01/2020	26803276	WellCare Medicare Rx Saver PDP	Other	16.20	Individual - Medicare part D	Marc Maretsky Referral									2019	October	Monthly	10/28/2019 04:45 PM	1,044		23.24	2.50
					Bill Immel	Add		Individual	Ronald Skoller	WellCare	New Business	01/01/2020	26514865	WellCare Medicare Value Script PDP	Other	16.80	Individual - Medicare part D	Mark Maretsky Referral									2019	October	Monthly	10/28/2019 05:14 PM	1,045	Bill-Immel	23.24	2.50
					Bill Immel	Add		Individual	Anne Koman	Humana	Rewrite	01/01/2020	H72893821	Humana Basic Rx Plan PDP	Stan Carmichael - Agent	29.40	Individual - Medicare part D	Rewrite from Aetna PDP									2019	October	Monthly	10/28/2019 05:26 PM	1,046	Bill-Immel	23.24
					Bill Immel	Add		Individual	Debi Tubb	Humana	Rewrite	01/01/2020	H72900445	HUMANA WALMART VALUE RX PLAN PDP	Marketing - Other	14.20	Individual - Medicare part D										2019	October	Monthly	10/30/2019 04:22 PM	1,047		23.24
					Bill Immel	Add		Individual	Marsha Cohen Malat	WellCare	New Business	01/01/2020	26849986	WellCare Value Script PDP	Other	16.80	Individual - Medicare part D	Mark Maretsky Referral									2019	October	Monthly	10/30/2019 06:08 PM	1,048		23.24	2.50
					Bill Immel	Renewal													Individual	William Mcmillan	Humana	01/01/2020	0	Humana Walmart Value RX Plan PDP	Individual - Medicare part D	$13.20				10/30/2019 06:44 PM	1,049		23.24
					Bill Immel	Add		Individual	Robert Skoro	Humana	New Business	01/01/2020	H66796430	Humana Walmart Value RX Plan PDP	Other	13.20	Individual - Medicare part D	Mark Maretsky Referral									2019	October	Monthly	10/30/2019 07:01 PM	1,050		23.24	5.83
					Bill Immel	Renewal													Individual	Randee Paller	Humana	01/01/2020	0	Humana Walmart Value RX Plan PDP	Individual - Medicare part D	$13.20				10/30/2019 08:42 PM	1,051		23.24
					Bill Immel	Renewal													Individual	Larry Kelemen	Humana	01/01/2020	0	Humana Walmart Value RX Plan PDP	Individual - Medicare part D	$13.20				10/30/2019 08:57 PM	1,053		23.24
					Bill Immel	Renewal													Individual	Diane La Rose	WellCare	01/01/2020	26,848,711	WellCare Medicare Value Script PDP	Individual - Medicare part D	$16.80				10/30/2019 09:13 PM	1,054		23.24
					Bill Immel	Add		Individual	Gerard Ismael	Humana	New Business	01/01/2020	H66796433	Humana Walmart Value RX Plan PDP	Other	13.20	Individual - Medicare part D	Marc Maretsky Referral									2019	October	Monthly	10/30/2019 09:52 PM	1,055		23.24	2.50
					Bill Immel	Add		Individual	Francoise Ismael	Humana	New Business	01/01/2020	H52674492	Humana Walmart Value RX Plan PDP	Other	13.20	Individual - Medicare part D	Marc Maretsky Referral									2019	October	Monthly	10/30/2019 10:09 PM	1,056		23.24	2.50
					Shane Canter	Add		Individual	Julianne Canter	Travelers	New Business	11/01/2019	6055196266341		Friend	242.00	Personal - Renters										2019	November	Annual	11/01/2019 03:35 PM	1,059		47.15	2.02
					Shane Canter	Add		Individual	Julianne Canter	Travelers	New Business	11/01/2019	6055197302031		Friend	1,953.52	Personal - Auto										2019	November	Annual	11/01/2019 03:36 PM	1,060		47.15	16.28
					Debbie Dreese	Add		Individual	Courtney Leadham	Kaiser	New Business	07/01/2019		Kaiser Gold 80 HMO	Friend		Individual - Health (on exchange)										2019	July	Annual	11/06/2019 05:06 AM	1,065		47.15	4.17
					Shane Canter	Add		Individual	David Kalisher	Principal	New Business	11/01/2019	9525333	300,000 20 year term policy	Client Referral	40.75	Individual - Life	rated Super Preferred Non Tobacco and set up on a monthly draft of 40.75									2019	November	Monthly	11/06/2019 04:26 PM	1,067		47.15	38.81
					Shane Canter	Add		Company	Ventura Brewing Co LLC	Anthem	New Business	11/01/2019	351354	Bz Ppo 6000/35%/7350 3028 Gd Ppo 500/20%/6500 302q	Friend	1,445.45	Group - Health										2019	November	Monthly	11/06/2019 04:37 PM	1,068		47.15	72.27
					Debbie Dreese	Add		Company	Frontline Freight & Fulfillment	Anthem Blue Cross and Kaiser	New Business	11/01/2019	ABC G61994 & Kaiser 351504	Anthem Gold PPO 35/1000/20% (3KGM) Anthem Gold PPO 30/500/20% (3KFF) Anthem Gold PPO 30/750/20% (3KGD) Anthem Gold Select HMO 35 (306R) Anthem VOL Material Only PLan M05 (24NE) vision Kaiser Gold HMO 0/30 Kaiser Silver 70 HMO 1800/55 Kaiser Bronze 60 HMO 6300/75	Anthem Lead	7,020.66	Group - Health										2019	November	Monthly	11/07/2019 12:56 AM	1,069		47.15	351.03
					Bill Immel	Add		Individual	Marilyn Cole Shatz	Humana	New Business	01/01/2020	H52715078	Humana Basic Rx Plan PDP	Other	33.00	Individual - Medicare part D	Marc Maretsky									2019	November	Monthly	11/07/2019 07:27 PM	1,070	Bill-Immel	23.24	2.50
					Bill Immel	Renewal													Individual	Linda Sayar	SilverScript	01/01/2020	0	SilverScript Choice PDP	Individual - Medicare part D	$30.50				11/07/2019 08:04 PM	1,071	Bill-Immel	23.24
					Bill Immel	Renewal													Individual	Charles Clifford	Humana	01/01/2020	0	Humana Walmart Value RX Plan PDP	Individual - Medicare part D	$13.20				11/07/2019 08:24 PM	1,072	Bill-Immel	23.24
					Bill Immel	Renewal													Individual	Kathleen Pond	WellCare	01/01/2020	26,969,535	WellCare Medicare Rx Select PDP	Individual - Medicare part D	$23.80				11/07/2019 08:44 PM	1,073	Bill-Immel	23.24
					Bill Immel	Add		Individual	Lana Van Buren	WellCare	New Business	01/01/2020	26994216	WellCare Medicare Wellness PDP	Client Referral	13.70	Individual - Medicare part D										2019	November	Monthly	11/07/2019 09:42 PM	1,074		23.24	2.50
					Bill Immel	Renewal													Individual	Tom DeFazio	Humana	01/01/2020	0	Humana Walmart Value RX Plan PDP	Individual - Medicare part D	$13.20				11/07/2019 09:53 PM	1,075		23.24
					Shane Canter	Renewal													Individual	Christopher Hogan	Mapfre	11/06/2019	8,001,010,033,976		Personal - Auto	$3,297.57				11/08/2019 04:45 AM	1,077		76.20
					Debbie Dreese	Add		Company	JKM and Company	Kaiser	Rewrite	11/01/2019	351537	Bronze 60 HMO 6300/75 Silver 70 HMO 1000/55 Silver 70 HMO 2000/45	Client Referral	1,379.60	Group - Health										2019	November	Monthly	11/11/2019 09:49 PM	1,078		47.15
					Debbie Dreese	Add		Company	DJS General Contracting Inc	Choice Builder	New Business	11/01/2019	B13643	Dental - ABC Platinum Vision - VSP Platinum	Anthem Lead	226.50	Group - Dental										2019	November	Monthly	11/11/2019 10:44 PM	1,079		47.15	22.65
					Bill Immel	Renewal													Individual	DEBI TUBB	Nationwide	08/04/2019	7,204		Personal - Auto	$2,034.72				11/12/2019 05:21 PM	1,080		23.24
					Bill Immel	Renewal													Individual	Debi Tubb	Nationwide	08/04/2019	0		Personal - Other	Dwelling Fire Policy $593.00				11/12/2019 05:28 PM	1,081		23.24
					Bill Immel	Renewal													Individual	DEBI TUBB	Nationwide	08/04/2019	7,204		Personal - Home	$722.07				11/12/2019 05:29 PM	1,082		23.24
					Bill Immel	Renewal													Individual	DEBI TUBB	Nationwide	08/04/2019	72,041		Personal - Umbrella	$136.84				11/12/2019 05:30 PM	1,083		23.24
					Bill Immel	Add		Individual	Lillian Salis	EnvisionRxPlus	New Business	01/01/2020	EIC4016638	EnvisionRxPlus PDP	Other	14.10	Individual - Medicare part D	Marc Maretsky Lead									2019	November	Monthly	11/12/2019 08:28 PM	1,084	Bill-Immel	23.24	2.50
Commercial - Work Comp	December 16, 2019	amTrust	Company	Age Becker Inc	Shane Canter	Term	QWC1095972																							11/12/2019 09:00 PM	1,085		47.15
					Shane Canter	Add		Individual	Tim Kanter	Protective	New Business	11/23/2019	TU5282107	1,000,000 10 year term	Client Referral	73.14	Individual - Life										2019	November	Monthly	11/12/2019 09:10 PM	1,086		47.15	71.66
					Shane Canter	Add		Company	Envirosolve	Tokio Marine	New Business	01/06/2020	241626		Client Referral	350.00	Commercial - Other										2019	November	Annual	11/13/2019 04:54 PM	1,089		47.15	2.67
					Shane Canter	Add		Company	Blue Zone Wealth	Hartford	New Business	11/18/2019	83 DC 0343672 19		Friend	7,219.00	Commercial - Prof Liability										2019	November	Annual	11/13/2019 06:33 PM	1,090		47.15	72.19
					Shane Canter	Renewal													Individual	John Reed	Wellcare	01/01/2019		Wellcare Select $23.80	Individual - Medicare part D	23.80				11/13/2019 07:36 PM	1,091		47.15
					Kelli Ramirez	Add		Individual	Keith Miller Sr.	WellCare	New Business	01/01/2020	26828147	Wellness Rx PDP	Morris & Garritano	13.10	Individual - Medicare part D										2019	November	Monthly	11/13/2019 09:29 PM	1,092		47.15	2.50
					Debbie Dreese	Add		Company	Ventura Brewing Company	Guardian Life	New Business	12/01/2019	471156	Voluntary Dental Choice Plan Managed Dental Care Plan	Friend	186.81	Group - Dental										2019	November	Monthly	11/13/2019 09:47 PM	1,093		47.15	18.68
					Bill Immel	Add		Individual	Jerry Baruck	EnvisionRxPlus	New Business	01/01/2020	EIC4018008	EnvisionRxPlus	Other	14.10	Individual - Medicare part D	Marc Maretsky Referral									2019	November	Monthly	11/14/2019 06:29 PM	1,094		23.24	2.50
					Bill Immel	Renewal													Individual	Louis Deluca	Nationwide	11/12/2019	0		Personal - Earthquake	$480/yr. Policy Terms on 07-01-2020.				11/14/2019 07:04 PM	1,095		23.24
					Bill Immel	Add		Individual	Roberta Skoro	EnvisionRxPlus	New Business	01/01/2020	EIC4021649	EnvisionRxPlus	Client Referral	14.10	Individual - Medicare part D										2019	November	Monthly	11/14/2019 07:47 PM	1,096		23.24	2.50
					Bill Immel	Renewal													Company	Red Jacket Shaft Acoustics	National General	01/14/2020	2,007,305,965		Commerical - Auto	$1,608.76/yr				11/15/2019 06:31 PM	1,097		23.24
					Bill Immel	Renewal													Individual	Gita Rosenwald	Anthem	01/01/2020	176	Anthem Blue Cross MediBlue Rx Enhanced PDP	Individual - Medicare part D	$20.60				11/15/2019 11:31 PM	1,098		23.24
					Bill Immel	Renewal													Individual	Barry Kress	Anthem	01/01/2020	823	Anthem Blue Cross MediBlue Rx Enhanced PDP	Individual - Medicare part D	$20.60				11/15/2019 11:39 PM	1,099		23.24
					Bill Immel	Add		Individual	Bethanie Lane	Anthem	New Business	01/01/2020	264W02482	Anthem Blue Cross MediBlue Rx Enhanced PDP	Other	20.60	Individual - Medicare part D	Frank Sheehan Referral									2019	November	Monthly	11/15/2019 11:48 PM	1,100		23.24	2.50
					Bill Immel	Add		Individual	Laurel Resnick	Anthem	New Business	01/01/2020	892W02871	Anthem Blue Cross MediBlue Rx Enhanced PDP	Other	20.60	Individual - Medicare part D	Marc Maretsky									2019	November	Monthly	11/16/2019 12:01 AM	1,101		23.24	2.50
					Bill Immel	Add		Individual	Joseph Jolton	Anthem	New Business	01/01/2020	140W02484	Anthem Blue Cross MediBlue Rx Enhanced PDP	Other	20.60	Individual - Medicare part D	Marc Maretsky Referral									2019	November	Monthly	11/16/2019 12:17 AM	1,102		23.24	2.50
					Bill Immel	Renewal													Individual	Donna Triana	Humana	01/01/2020	0	Humana Basic Rx Plan PDP	Individual - Medicare part D	$40.00				11/16/2019 12:55 AM	1,103		23.24
					Bill Immel	Renewal													Individual	Sharyl Solar	Humana	01/01/2020	0	HUMANA WALMART VALUE RX PLAN PDP	Individual - Medicare part D	$13.20				11/16/2019 01:08 AM	1,104		23.24
					Bill Immel	Renewal													Individual	Ronald Solar	Humana	01/01/2020	0	HUMANA WALMART VALUE RX PLAN PDP	Individual - Medicare part D	$13.20				11/16/2019 01:09 AM	1,105		23.24
					Bill Immel	Add		Individual	Kathleen Wiberg	Humana	New Business	01/01/2020	H44839547	HUMANA WALMART VALUE RX PLAN PDP	LeadHeroes	13.20	Individual - Medicare part D										2019	November	Monthly	11/16/2019 01:15 AM	1,106		23.24	2.50
					Bill Immel	Add		Individual	Sharon Mendelovitz	Humana	New Business	01/01/2020	H64621257	HUMANA WALMART VALUE RX PLAN PDP	Other	13.20	Individual - Medicare part D	Marc Maretsky Referral									2019	November	Monthly	11/16/2019 01:22 AM	1,107		23.24	2.50
					Bill Immel	Add		Individual	Ronald Lazzaroni	Humana	New Business	01/01/2020	H47510851	HUMANA WALMART VALUE RX PLAN PDP	Other	13.20	Individual - Medicare part D	Brad Knerr Referral									2019	November	Monthly	11/16/2019 01:27 AM	1,108		23.24	2.50
					Bill Immel	Renewal													Individual	Rita Forcella	WellCare	01/01/2020	27,117,478	WellCare Medicare Wellness PDP	Individual - Medicare part D	$13.70				11/18/2019 04:28 PM	1,109		23.24
					Bill Immel	Add		Individual	Phyllis Eichberg	WellCare	New Business	01/01/2020	27117478	WellCare Medicare Value Script PDP	Other	16.80	Individual - Medicare part D	Mike Kenney Referral.									2019	November	Monthly	11/18/2019 05:12 PM	1,110		23.24	2.50
					Bill Immel	Add		Individual	Richard McCoppin	WellCare	New Business	01/01/2020	27167932	WellCare Medicare Value Script PDP	Stan Carmichael - Agent	16.80	Individual - Medicare part D										2019	November	Monthly	11/18/2019 05:37 PM	1,111	Bill-Immel	23.24	2.50
					Bill Immel	Add		Individual	Jon Stern	WellCare	New Business	01/01/2020	27164458	WellCare Medicare Value Script PDP	Other	16.80	Individual - Medicare part D	Marc Maretsky Referral									2019	November	Monthly	11/18/2019 05:49 PM	1,112	Bill-Immel	23.24	5.83
					Shane Canter	Add		Individual	Linda Lazzaroni	WellCare	New Business	01/01/2020	27175510	WellCare Medicare Wellness PDP	Other	13.70	Individual - Medicare part D	Brad Knerr Referral									2019	November	Monthly	11/18/2019 05:55 PM	1,113	Bill-Immel	23.24	2.50
					Bill Immel	Renewal													Individual	James Candelet	UHC	01/01/2020	20,300,369	AARP Medicare Rx Saver Plus	Individual - Medicare part D	$30.80				11/19/2019 04:57 PM	1,114		23.24
					Bill Immel	Add		Individual	Lawrence Field	WellCare	New Business	01/01/2020	27084021	WellCare Medicare Wellness PDP	Other	13.70	Individual - Medicare part D	Marc Maretsky Referral									2019	November	Monthly	11/19/2019 07:17 PM	1,115	Bill-Immel	23.24	2.50
					Bill Immel	Add		Individual	Jerry Magnin	WellCare	New Business	01/01/2020	27279450	WellCare Medicare Value Script PDP	Other	16.80	Individual - Medicare part D	Marc Maretsky Referral									2019	November	Monthly	11/19/2019 08:45 PM	1,116	Bill-Immel	23.24	2.50
					Jeremy Zeller	Add		Individual	Cheryl Kido	Anthem	Rewrite	01/01/2020	653W02733	Anthem Enhanced PDP	Stan Carmichael - Agent	20.60	Individual - Medicare part D										2019	November	Monthly	11/19/2019 09:19 PM	1,117	jeremyzeller	47.15
					Jeremy Zeller	Add		Individual	Tim Campbell	Anthem Blue Cross	Rewrite	01/01/2020	613W02460	Anthem Enhanced PDP	Merri Harding - Agent	20.60	Individual - Medicare part D										2019	November	Monthly	11/19/2019 11:02 PM	1,118	jeremyzeller	47.15
					Jeremy Zeller	Add		Individual	Mercedes McLaughlin (Calvert)	Blue Shield of California	New Business	01/01/2020	909468511	Gold 80 PPO	Morris & Garritano	546.31	Individual - Health (off exchange)										2019	November	Monthly	11/19/2019 11:13 PM	1,119	jeremyzeller	47.15	6.20
					Jeremy Zeller	Add		Individual	Matthew Bowden	Wellcare	Rewrite	01/01/2020	27140398	WellCare Rx Select	Morris & Garritano TXR		Individual - Medicare part D										2019	November	Monthly	11/19/2019 11:49 PM	1,120	jeremyzeller	47.15
					Jeremy Zeller	Add		Individual	Barbara Forbes	Humana	Rewrite	01/01/2020	H78653805	Humana Walmart Value Rx Plan	Morris & Garritano TXR	13.20	Individual - Medicare part D										2019	November	Monthly	11/19/2019 11:51 PM	1,121	jeremyzeller	47.15
					Shane Canter	Add		Individual	Nicolas Robinson	Nationwide	Rewrite	11/23/2019	7204HS033021		Client Referral	233.37	Personal - Renters										2019	November	Annual	11/20/2019 04:51 PM	1,122		47.15
					Bill Immel	Add		Individual	Jean Cull	WellCare	New Business	01/01/2020	21724519	WellCare Medicare Value Script PDP	Stan Carmichael - Agent	16.80	Individual - Medicare part D										2019	November	Monthly	11/21/2019 04:54 PM	1,126		23.24	2.50
					Bill Immel	Add		Individual	Terry Yingling	Humana	New Business	01/01/2020	H70897272	Walmart Value RX Plan PDP	Client Referral	13.20	Individual - Medicare part D										2019	November	Monthly	11/21/2019 12:16 AM	1,125	Bill-Immel	23.24	2.50
					Shane Canter	Add		Individual	Nick Robinson	CEA	Rewrite	11/23/2019	QT01147705		Client Referral	126.00	Personal - Earthquake										2019	November	Annual	11/21/2019 04:57 PM	1,127		47.15
					Bill Immel	Add		Individual	Michele Vargas	Aetna	New Business	12/01/2019	MEBTC1MX	Aetna Select PDP	Other	19.10	Individual - Medicare part D	Tom Roberts Referral									2019	November	Monthly	11/21/2019 06:31 PM	1,128		23.24	5.83
					Bill Immel	Renewal													Individual	Michele Vargas	WellCare	01/01/2020	27,268,063	Wellness PDP	Individual - Medicare part D	$13.70				11/21/2019 06:33 PM	1,129		23.24
					Tim Kanter	Add		Company	The Greatest Company in the World aka GBIS	Hiscox	New Business	01/01/2020	UDC-4337060-EO-20		Client Referral	2,899.00	Commercial - Prof Liability	technically this is a re-write, but because we get commission this time (we didn't on the last policy) I entered this as a new policy. - TEK									2019	November	Monthly	11/21/2019 09:27 PM	1,130		47.15	19.33
					Bill Immel	Add		Individual	Michele Vargas	Blue Shield	New Business	01/01/2020	909471708	Medicare Supplement Plan F Extra	Other	127.00	Individual - Medicare Sup	Tom Roberts Referral									2019	November	Monthly	11/21/2019 09:35 PM	1,131		23.24	25.40
					Kelli Ramirez	Add		Individual	Kevin McGurty	WellCare	Rewrite	01/01/2020	27262160	WellCare Wellness Rx PD	Morris & Garritano TXR	5.83	Individual - Medicare part D										2019	November	Monthly	11/22/2019 12:05 AM	1,132		47.15
					Shane Canter	Add		Individual	Ray Cruz	UHC	New Business	01/01/2020	339831823-1	AARP Medicare Supplement Plan G	Client Referral	165.30	Individual - Medicare Sup										2019	November	Monthly	11/22/2019 05:44 PM	1,133		47.15	16.53
					Bill Immel	Add		Individual	Mary Cruz	Aetna	New Business	01/01/2020	MEBTCJHX	Aetna Medicare Select MAPD Plan	Client Referral	0.00	Individual - Medicare Adv										2019	November	Monthly	11/22/2019 05:50 PM	1,134		47.15	27.50
					Bill Immel	Renewal													Individual	Venis Caccam	WellCare	01/01/2020	27,175,838	WellCare Medicare Value Script PDP	Individual - Medicare part D	$16.80				11/22/2019 08:18 PM	1,135		47.15
					Shane Canter	Renewal													Individual	Frank Chase	Evanston	11/02/2019	0		Personal - Home	Premium is $1,356.51 w/out our $100 broker fee				11/25/2019 04:50 PM	1,136		47.15
					Shane Canter	Renewal													Company	Ann Kanter Trust DBA Regal Lodge	Golden Bear	11/26/2019	0		Commercial - Other	EQ renewal new premium $5,467.00 w/out our broker fee of $100				11/25/2019 04:52 PM	1,137		47.15
					Bill Immel	Add		Individual	Steven Matus	WellCare	New Business	12/01/2019	27392070	WellCare Value Script (PDP)	Kelli Ramirez TXR	15.00	Individual - Medicare part D										2019	November	Monthly	11/25/2019 09:36 PM	1,138		23.24	5.83
					Kelli Ramirez	Add		Individual	Lauren Pioli	VSP	New Business	12/01/2019	04761-00000	Classic Plan	Client Referral	21.82	Individual - Vision										2019	November	Monthly	11/26/2019 12:46 AM	1,139		47.15	2.18
					Bill Immel	Add		Individual	Daniel Appelbaum	Blue Shield	New Business	01/01/2020	909434280	G Extra MedSupp	Morris & Garritano	113.00	Individual - Medicare Sup										2019	November	Monthly	11/26/2019 03:25 AM	1,140		23.24	22.60
					Bill Immel	Add		Individual	Daniel Appelbaum	WellCare	New Business	01/01/2020	27169550	WellCare Wellness Rx PDP	Morris & Garritano	13.70	Individual - Medicare part D										2019	November	Monthly	11/26/2019 03:26 AM	1,141		23.24	5.83
					Bill Immel	Add		Individual	Christine LeBlanc	Wellcare	New Business	01/01/2020	27238990	Medicare Rx Select PDP	Other	23.80	Individual - Medicare part D	Vicki Gordon TXR									2019	November	Monthly	11/26/2019 03:45 AM	1,142		23.24	2.50
					Bill Immel	Renewal													Individual	Nancy Kleeman	WellCare	01/01/2020	27,231,640	Wellness Rx PDP	Individual - Medicare part D	$13.70				11/26/2019 03:49 AM	1,143		23.24
					Bill Immel	Add		Individual	Jo-Elizabeth Pledge	Humana	New Business	01/01/2020	H64625674	Walmart Value Rx Plan PDP	Other	13.20	Individual - Medicare part D	Tim Gonzales									2019	November	Monthly	11/26/2019 04:11 AM	1,144		23.24	2.50
					Bill Immel	Add		Individual	Mary June Ramsay	Humana	New Business	01/01/2020	H44847561	Walmart Value Rx Plan PDP	Other	13.20	Individual - Medicare part D	Brad Knerr Referral									2019	November	Monthly	11/26/2019 04:18 AM	1,145		23.24	2.50
					Bill Immel	Add		Individual	Thomas Caruso	WellCare	New Business	01/01/2020	27439594	Wellness RX PDP	Other	13.70	Individual - Medicare part D	Chad Fishman Referral									2019	November	Monthly	11/26/2019 04:54 AM	1,146		23.24	5.83
					Bill Immel	Renewal													Individual	Sean Ford	Nationwide	12/26/2019	7,204		Commerical - Auto	$1,642.65/6mo.				11/26/2019 04:58 AM	1,147		23.24
					Bill Immel	Add		Individual	Nancy Freedman	WellCare	New Business	01/01/2020	27323100	Value Script PDP	Other	16.80	Individual - Medicare part D	Marc Maretsky Referral									2019	November	Monthly	11/26/2019 05:25 AM	1,148		23.24	2.50
					Bill Immel	Add		Individual	Thomas Caruso	Anthem	New Business	12/01/2019	820A60118	Wellness RX PDP	Other	184.40	Individual - Medicare Sup	Chad Fishman Referral									2019	November	Monthly	11/26/2019 09:17 PM	1,149		23.24	36.80
					Bill Immel	Renewal													Individual	Samantha Erkeneff	Anthem	01/01/2020	990	Anthem Blue Cross MediBlue Rx Enhanced (PDP)	Individual - Medicare part D	$20.60/mo				11/26/2019 11:34 PM	1,150		23.24
					Bill Immel	Renewal													Individual	Denise Dudley	Anthem	01/01/2020	175	Anthem Blue Cross MediBlue Rx Enhanced PDP	Individual - Medicare part D	$20.60 per month.				11/26/2019 11:41 PM	1,151		23.24
					Bill Immel	Renewal													Individual	Loretta Martin	Anthem	01/01/2020	701	Anthem Blue Cross MediBlue Rx Enhanced PDP	Individual - Medicare part D	$20.60 per month.				11/26/2019 11:46 PM	1,152		23.24
					Bill Immel	Add		Individual	Karla Cooper	WellCare	New Business	01/01/2020	27452050	WellCare Wellness Rx PDP	Todd Wurth - Agent	13.80	Individual - Medicare part D										2019	November	Monthly	11/27/2019 01:35 AM	1,153		23.24	2.50
					Bill Immel	Renewal													Individual	Judith King	WellCare	01/01/2020	27,455,741	Value Script PDP	Individual - Medicare part D	$16.80/mo.				11/27/2019 02:13 AM	1,154		23.24
					Bill Immel	Add		Individual	Thomas Cooper	WellCare	New Business	01/01/2020	27452049	Medicare Wellness PDP	Todd Wurth - Agent	13.80	Individual - Medicare part D										2019	November		11/27/2019 02:35 AM	1,155		23.24	2.50
					Bill Immel	Add		Individual	Sheldon Pennes	UHC	New Business	01/01/2020	020515006-1	AARP MedicareRx Saver Plus PDP	Other	30.80	Individual - Medicare part D	Marc Maretsky Referral									2019	November	Monthly	11/27/2019 02:52 AM	1,156		23.24	2.50
					Bill Immel	Add		Individual	Elaine Lamia	WellCare	New Business	01/01/2020	27407808	Wellness Rx PDP	Warner Pacific	13.70	Individual - Medicare part D	David Garcia Referral									2019	November	Monthly	11/27/2019 03:14 AM	1,157		23.24	2.50
					Bill Immel	Add		Individual	Robert Burns	EnvisionRxPlus	New Business	01/01/2020	EIC4055220	Envision RxPlus PDP	Other	14.10	Individual - Medicare part D	Robert Paton Referral									2019	November	Monthly	11/27/2019 03:20 AM	1,158		23.24	2.50
					Bill Immel	Add		Individual	William Giles	SilverScript	New Business	12/01/2019	G9C624246	SilverScript Choice	John Elhai - CPA	30.50	Individual - Medicare part D										2019	November	Monthly	11/27/2019 07:30 PM	1,159		23.24	2.50
					Bill Immel	Add		Individual	William Giles	Anthem	New Business	12/01/2019	048W03066	Medicare Supplement Plan Innovative F	John Elhai - CPA	152.54	Individual - Medicare Sup										2019	November	Monthly	11/27/2019 08:34 PM	1,160	Bill-Immel	23.24	30.50
					Shane Canter	Add		Individual	Shwan Kim	Hudson	New Business	11/25/2019	PUMB0075286-00		Client Referral	429.00	Personal - Umbrella										2019	November	Annual	11/27/2019 10:57 PM	1,161		47.15	3.78
					Jeremy Zeller	Add		Individual	Mckenna Pautsch	Blue Shield of California	New Business	01/01/2020	909470903	Silver 70 Off Exchange PPO	Kelli Ramirez - Agent	377.69	Individual - Health (off exchange)	Mother is Deborah Pautsch									2019	November	Monthly	11/27/2019 11:32 PM	1,162	jeremyzeller	47.15	4.91
					Jeremy Zeller	Add		Individual	Jaxton Hanie	Kaiser	New Business	01/01/2020	n/a	Silver 70 HMO Off Exchange	Client Referral	238.87	Individual - Health (off exchange)	Mother is Jessica, employee of Talent Management.									2019	November	Monthly	11/28/2019 12:15 AM	1,163	jeremyzeller	47.15	8.33
					Bill Immel	Add		Individual	Sandra Schear	UHC	New Business	01/01/2020	009621967-1	AARP Medicare Advantage SecureHorizons MAPD	Friend	0.00	Individual - Medicare Adv										2019	December	Monthly	12/02/2019 06:04 PM	1,165		23.24	27.50
					Shane Canter	Add		Company	RRM Enterprises LLC (BOND MFG)	National Fire & marine Insurance company	New Business	11/30/2019	12PRM06819701		Client Referral	241,976.28	Commercial - Property	note that the premium amount has our $100 broker fee built in.									2019	November	Annual	12/02/2019 06:36 PM	1,166		47.15	1,951.37
					Bill Immel	Add		Individual	Sue McCormick	UHC	New Business	01/01/2020	020512406-1	AARP MedicareRx Preferred PDP	Other	84.30	Individual - Medicare part D	Rufus Gruber Referral									2019	December	Monthly	12/02/2019 09:36 PM	1,167		23.24	5.83
					Debbie Dreese	Renewal / Rewrite													Company	Advenchen Laboratories, LLC	Anthem Blue Cross	12/01/2019	0	Anthem Silver PPO 40/1750/40% (514A)	Group - Health					12/02/2019 09:38 PM	1,168		47.15
					Jeremy Zeller	Add		Individual	Karen Deilke	Blue Shield of California	New Business	12/01/2019	909456914	Bronze 60 HDHP PPO	Kelli Ramirez - Agent	1,663.18	Individual - Health (off exchange)	Likely only one month, possibly has other coverage lined up for January.									2019	December	Monthly	12/03/2019 07:37 PM	1,169		47.15	21.62
Commercial - Work Comp	December 18, 2019	Amtrust	Company	Age Becker Inc	Shane Canter	Term																								12/03/2019 07:51 PM	1,170		47.15
					Kelli Ramirez	Add		Individual	Lisa Harris	Blue Shield	New Business	12/01/2019	909491619	Silver 87 PPO	Other	900.90	Individual - Health (on exchange)										2019	December	Monthly	12/03/2019 11:57 PM	1,171		47.15	12.62
					Shane Canter	Renewal / Rewrite													Company	David & Adriana Enterprise, LLC	Guard	01/02/2019	0		Commercial - Property					12/03/2019 11:57 PM	1,172		47.15
					Bill Immel	Add		Individual	Patricia Francois	Mutual of Omaha	New Business	01/01/2020	481029699	Mutual of Omaha Rx Value PDP	Warner Pacific	23.10	Individual - Medicare part D										2019	December	Monthly	12/04/2019 04:12 AM	1,173		23.24	2.50
					Bill Immel	Add		Individual	Alex Francois	WellCare	New Business	01/01/2020	27590971	WellCare Medicare Value Script PDP	Warner Pacific	23.80	Individual - Medicare part D										2019	December	Monthly	12/04/2019 04:14 AM	1,174		23.24	2.50
					Bill Immel	Renewal / Rewrite													Individual	Nancy Rosenfeld	UHC	01/01/2020	20,529,068	UHC AARP MedicareRx Walgreens PDP	Individual - Medicare part D					12/04/2019 04:19 AM	1,175		23.24
					Bill Immel	Renewal / Rewrite													Individual	John Jones	WellCare	01/01/2020	27,594,381	WellCare Wellness Rx PDP	Individual - Medicare part D					12/04/2019 04:21 AM	1,176		23.24
					Bill Immel	Add		Individual	Diane Leibowitz	Humana	New Business	01/01/2020	H64312151	Humana Walmart Value RX Plan PDP	Other	13.20	Individual - Medicare part D	Mike Kenney Referral									2019	December	Monthly	12/04/2019 04:28 AM	1,177		23.24	2.50
					Bill Immel	Add		Individual	Rae Richard	WellCare	New Business	01/01/2020	27557130	WellCare Medicare Rx Select PDP	Merri Harding - Agent	23.80	Individual - Medicare part D										2019	December	Monthly	12/04/2019 04:32 AM	1,178		23.24	2.50
					Bill Immel	Add		Individual	Debra Hirth	WellCare	New Business	01/01/2020	27541549	WellCare Wellness Rx PDP	Kelli Ramirez - Agent	13.70	Individual - Medicare part D										2019	December	Monthly	12/04/2019 04:36 AM	1,179		23.24	2.50
					Bill Immel	Renewal / Rewrite													Individual	Ron Leventhal	Mutual of Omaha	01/01/2020	191,575,021	Mutual of Omaha Rx Value PDP	Individual - Medicare part D					12/04/2019 04:41 AM	1,180		23.24
					Bill Immel	Add		Individual	Ray Cruz	UHC	New Business	01/01/2020	997676530	Mutual of Omaha Rx Value PDP	Client Referral	23.10	Individual - Medicare part D										2019	December	Monthly	12/04/2019 04:48 AM	1,181		23.24	2.50
					Bill Immel	Renewal / Rewrite													Individual	Teresa Brotherton	Humana	01/01/2020	0	Humana Walmart Value Rx Plan PDP	Individual - Medicare part D					12/04/2019 04:50 AM	1,182		23.24
					Bill Immel	Renewal / Rewrite													Individual	Richard Brotherton	WellCare	01/01/2020	27,140,852	WellCare Value Script PDP	Individual - Medicare part D					12/04/2019 04:52 AM	1,183		23.24
					Bill Immel	Add		Individual	Rutilio Delgadillo	Blue Shield	New Business	12/01/2019	980486997	Blue Shield 65 Plus MAPD	Beverly Stone - Agent	0.00	Individual - Medicare Adv										2019	December	Monthly	12/04/2019 04:58 AM	1,184		23.24	55.00
					Bill Immel	Add		Individual	Luciano Forcella	Mutual of Omaha	New Business	01/01/2020	748512687	Mutual of Omaha Rx Value PDP	Other	23.10	Individual - Medicare part D	Vicki Gordon Referral									2019	December	Monthly	12/04/2019 05:02 AM	1,185		23.24	2.50
					Bill Immel	Add		Individual	Richard Campbell	Blue Shield	New Business	01/01/2020	980487171	Blue Shield 65 Plus PDP	Client Referral	0.00	Individual - Medicare Adv										2019	December	Monthly	12/04/2019 05:15 AM	1,186		23.24	27.50
					Bill Immel	Add		Individual	Frances Thompson	Mutual of Omaha	New Business	01/01/2020	650005749	Mutual of Omaha Rx Value Plan PDP	Other	23.10	Individual - Medicare part D	Christina Schwertfeger (Falsken Associates) Referral									2019	December	Monthly	12/04/2019 04:29 PM	1,187		23.24	2.50
					Bill Immel	Add		Individual	Richard Thompson	SilverScript	New Business	01/01/2020	G9C744308	SilverScript Choice PDP	Other	30.50	Individual - Medicare part D	Christina Schwertfeger (Falsken Associates) Referred									2019	December	Monthly	12/04/2019 04:54 PM	1,188	Bill-Immel	23.24	2.50
					Bill Immel	Add		Individual	Apostol Livitsanos	Mutual of Omaha	New Business	01/01/2020	588379833	Mutual of Omaha Rx Value PDP	Other	23.10	Individual - Medicare part D	Marc Maretsky Referral									2019	December	Monthly	12/04/2019 05:15 PM	1,189	Bill-Immel	23.24	2.50
					Bill Immel	Renewal / Rewrite													Individual	Gary Ress	Mutual of Omaha	01/01/2020	688,431,042	Mutual of Omaha Rx Value Plan PDP	Individual - Medicare part D					12/04/2019 06:29 PM	1,190	Bill-Immel	23.24
					Bill Immel	Add		Individual	Gary Freedman	Mutual of Omaha	New Business	01/01/2020	396620923	Mutual of Omaha Rx Value PDP	Other	23.10	Individual - Medicare part D	Marc Maretsky Referral									2019	December	Monthly	12/04/2019 06:31 PM	1,191	Bill-Immel	23.24	2.50
					Bill Immel	Renewal / Rewrite													Individual	Robert Zimmerman	Mutual of Omaha	01/01/2020	254,999,322	Mutual of Omaha Rx Value Plan PDP	Individual - Medicare part D					12/04/2019 06:34 PM	1,192	Bill-Immel	23.24
					Bill Immel	Add		Individual	Robert Milton	UHC	New Business	01/01/2020	345683535-1	AARP Medicare Supplement Plan G	Client Referral	169.43	Individual - Medicare Sup										2019	December	Monthly	12/04/2019 07:21 PM	1,193	Bill-Immel	23.24	18.80
					Bill Immel	Add		Individual	Robert Milton	WellCare	New Business	01/01/2020	27281636	Medicare Wellness PDP	Client Referral	13.70	Individual - Medicare part D										2019	December	Monthly	12/04/2019 07:33 PM	1,194	Bill-Immel	23.24	2.50
					Bill Immel	Add		Individual	Susan Milton	UHC	New Business	01/01/2020	345683535-1	AARP Medicare Supplement Plan G	Client Referral	169.43	Individual - Medicare Sup										2019	December	Monthly	12/04/2019 07:36 PM	1,195	Bill-Immel	23.24	18.80
					Bill Immel	Add		Individual	Susan Milton	Humana	New Business	01/01/2020	H66819410	Basic RX Plan PDP	Client Referral	33.00	Individual - Medicare part D										2019	December	Monthly	12/04/2019 07:38 PM	1,196	Bill-Immel	23.24	2.50
					Kelli Ramirez	Add		Individual	McKenna Pautsch	Blue Shield	New Business	01/01/2020	9094700903	Silver 70 PPO Off Ex	Kelli Ramirez - Agent	377.69	Individual - Health (off exchange)										2019	December	Monthly	12/05/2019 07:28 PM	1,197		47.15	5.29
					Bill Immel	Add		Individual	James Robinson	Anthem	New Business	01/01/2020	758W03310	Anthem MediBlue Enhanced PDP	Stan Carmichael - Agent	20.60	Individual - Medicare part D										2019	December	Monthly	12/05/2019 09:34 PM	1,198		23.24	5.83
					Bill Immel	Add		Individual	Ana Hernandez	Anthem	New Business	01/01/2020	433W02997	Anthem MediBlue Plus MAPD	Stan Carmichael - Agent	0.00	Individual - Medicare Adv										2019	December	Monthly	12/05/2019 10:16 PM	1,199		23.24	55.00
					Bill Immel	Add		Individual	Phillip Signey	Humana	New Business	01/01/2020	H62426777	Humana Gold Plus HMO MAPD	Connie Christiansen - Agent	0.00	Individual - Medicare Adv										2019	December	Monthly	12/05/2019 10:23 PM	1,200		23.24	55.00
					Bill Immel	Renewal / Rewrite													Individual	Ronald Popper	Anthem	01/01/2020	190	Anthem MediBlue Enhanced PDP	Individual - Medicare part D					12/05/2019 10:25 PM	1,201		23.24
					Bill Immel	Renewal / Rewrite													Individual	Mike Mustoe	WellCare	01/01/2020	200,946,659	WellCare Medicare Rx Select PDP	Individual - Medicare part D					12/05/2019 10:28 PM	1,202		23.24
					Bill Immel	Renewal / Rewrite													Individual	Michael Frankel	Anthem	01/01/2020	401	Anthem MediBlue Enhanced PDP	Individual - Medicare part D					12/05/2019 10:31 PM	1,203		23.24
					Bill Immel	Renewal / Rewrite													Individual	Joseph Alexander	UHC	12/01/2019	19,289,584	UHC AARP MedicareRx Preferred PDP	Individual - Medicare part D					12/05/2019 10:33 PM	1,204		23.24
					Bill Immel	Renewal / Rewrite													Individual	Bryan Tapking	WellCare	01/01/2020	27,496,985	WellCare Medicare Wellness PDP	Individual - Medicare part D					12/05/2019 10:36 PM	1,205		23.24
					Bill Immel	Renewal / Rewrite													Individual	Carol Tapking	WellCare	01/01/2020	27,496,986	WellCare Medicare Wellness PDP	Individual - Medicare part D					12/05/2019 10:37 PM	1,206		23.24
					Bill Immel	Renewal / Rewrite													Individual	Steve Felix	WellCare	01/01/2020	27,494,955	WellCare Medicare Wellness PDP	Individual - Medicare part D					12/05/2019 10:45 PM	1,207		23.24
					Bill Immel	Renewal / Rewrite													Individual	Stella Sharpe	Humana	01/01/2020	0	Humana Walmart Value Rx PDP	Individual - Medicare part D					12/05/2019 10:50 PM	1,208		23.24
					Bill Immel	Add		Individual	David Rensch	WellCare	New Business	01/01/2020	27510994	WellCare Wellness Rx PDP	Client Referral	13.70	Individual - Medicare part D										2019	December	Monthly	12/05/2019 10:56 PM	1,209		23.24	2.50
					Bill Immel	Add		Individual	Joan Rensch	WellCare	New Business	01/01/2020	27510995	WellCare Wellness Rx PDP	Client Referral	13.70	Individual - Medicare part D										2019	December	Monthly	12/05/2019 10:57 PM	1,210		23.24	2.50
					Kelli Ramirez	Renewal / Rewrite													Individual	Ed Kido	Silver Script	01/01/2020	0	Silver Script Choice PDP	Individual - Medicare part D					12/06/2019 12:59 AM	1,211		47.15
					Shane Canter	Add		Individual	Alex Alexandrov	Lincoln	New Business	12/06/2019	T400234057	20 year 1.5M term	Client Referral	670.50	Individual - Life