Pinnacle Wellness

Health Insurance & Group Health

Active Policies

1,247

+15.3%vs last quarter

Pending Apps

89

+22.1%vs last quarter

Q1 Revenue

$1.56M

+9.8%vs last quarter

Retention Rate

94.2%

+1.3%vs last quarter

Active Tasks (2)

Process new agent contracts

HIGH•Ruby Vera•Due 2026-04-15

Onboard new wellness recruits

HIGH•Ruby Vera•Due 2026-04-16

Upcoming Meetings

Iron Health Q2 Planning

Discuss Q2 volume targets and product updates with Iron Health

2026-04-15 at 14:00 (45min)
Virtual - Teams
SpenceLauren

Carrier Relationships

Iron Health

wellness

platinum

Contracts

420

Annual Volume

$890K

Last contact: 2026-04-05
Next scheduled: 2026-04-15
Strong relationship. Q2 volume incentive program launching.

Mutual of Omaha

wellness

gold

Contracts

310

Annual Volume

$620K

Last contact: 2026-03-30
Next scheduled: 2026-04-25
Group health staple. Renewal season approaching.

Recruiting Pipeline

Sarah Mitchell

onboarding

Source: LinkedIn

Last contact: 2026-04-11

Former Blue Cross rep. Bringing book of business. Starting April 21.

David Park

prospect

Source: Industry Conference

Last contact: 2026-04-01

Met at health insurance summit. Interested in group health focus.