Agent operations demo

Sample record

Your call balance, delivery settings, and history in one place.

Explore separate examples of account setup, prepaid calls, delivery settings, and call history. These fictional examples show different stages of using the portal; they are not one account’s history.

Fictional agent

Avery Quinn

Harbor Point Demo Agency

avery.quinn@harbor-demo.invalid

org_demo_harbor_001

Sample portal examples

Illustrative snapshot · August 16, 2026. Everything here is sample data. This tour cannot change an account, take payment, or start calls.

No writes or external calls

Onboarding

8 of 9

Final administrator review is the current sample step.

Example call balance

Calls remaining in the separate package example below.

Saved delivery setting

Paused

Sample pause request; live delivery is not confirmed.

Delivered today

No calls have been delivered by this tour.

Guided onboarding

Ready for final review

Pending final review

Sample onboarding progress89%

Account and identityComplete
Business profileComplete
Contact and addressComplete
Product selectionComplete
5Product credentialsReview in progress
Terms acceptanceComplete
Required trainingComplete
8Test-mode ordering setupComplete
9Final account reviewCurrent step

Product readiness

See which products you can buy calls for

Each insurance product has its own credential review. Check the status and any follow-up needed before purchasing calls.

Pending review

ACA

CMS Marketplace identifier: CMS-DEMO-7K2P9
Submission: Sample submitted Aug 14, 2026

QLG is reviewing the sample Marketplace credentials. This product is not yet approved.

Needs information

Medicare

Florida insurance license: DEMO-FL-48291
Submission: Sample submitted Aug 14, 2026

A sample administrator note requests a clearer license reference.

Not submitted

Final Expense

State insurance license: Not provided in this scenario
Submission: No sample submission

Products can be added individually when the agent is ready.

Prepaid calls

Example package history

See how a purchase and call usage affect your remaining balance. This example shows a funded account after approval, separate from the application-review example above.

Stripe test-mode illustration

Order

DEMO-ORD-2401

Package

40 ACA calls

Sample total

$760.00

Example remaining balance

24 calls · $456.00

40 purchased · 16 used

EntryDescriptionCallsValue

DEMO-LEDGER-1001
Aug 14 · 10:32 AM ET
Test funding credit
+40
+$760.00
DEMO-LEDGER-1002
Aug 14 · 2:05 PM ET
Sample delivered calls
-10
−$190.00
DEMO-LEDGER-1003
Aug 15 · 11:41 AM ET
Sample delivered calls
-6
−$114.00

Call delivery

Set your availability. Know what to expect.

Choose when you can answer, how many calls you can handle, and when to pause. Check the last confirmed settings before relying on a saved change.

Open for calls. Ready for real people.

Once delivery is confirmed on, you’re available for matching consumers responding in real time. We work to keep inbound volume strong, but opening your availability does not guarantee immediate calls.

Call distribution is driven by a performance algorithm. Campaigns that consistently make productive use of calls earn higher priority.

New packages: billable at 60 seconds

For new packages, a call becomes billable at 60 seconds of connected call time. Calls shorter than 60 seconds do not use a call from that package. Existing orders keep the billing duration shown in your order history.

Staff your hours. Answer promptly. Follow the best practices.

Keep hours and call limits matched to the people ready to answer. Follow QLG’s best practices on every call: they’re built from hundreds of hours listening to calls with the same kinds of consumers you’ll be speaking with. Learn the process, practice it, and keep using it.

Get ready for your next calls

What affects my call volume and priority?

Call flow depends on consumer demand, your matching criteria, your hours and limits, and how competitive your campaign is for each available call. Your daily cap is a maximum, not a daily delivery promise.

When several agencies qualify for a call, the system uses campaign performance to prioritize matching opportunities. Strong performance helps us keep investing in the media that brings consumers in, supporting call volume and quality across the network.

Example saved setting

Paused

Sample only

Product: ACA
Timezone: America/New_York
Business hours: Monday–Friday · 9:00 AM–5:00 PM
Daily cap: 18 calls
Hourly cap: 4 calls
Maximum calls at once: 1

Call history

Keep track of your calls and package usage

See the time, duration, and cost of each call. These sample records contain no real consumer details.

Recent sample calls

3 sample records from the separate package example

Static snapshot

Call ID	Date and time	Product	Connected time	Cost	Order
DEMO-CALL-8114	Aug 15, 2026 · 11:28 AM ET	ACA	7m 42s	$19.00	DEMO-ORD-2401
DEMO-CALL-8113	Aug 15, 2026 · 10:16 AM ET	ACA	3m 09s	$19.00	DEMO-ORD-2401
DEMO-CALL-8108	Aug 14, 2026 · 4:04 PM ET	ACA	5m 31s	$19.00	DEMO-ORD-2401

DEMO-CALL-8114
ACA
Date
Aug 15, 2026 · 11:28 AM ET
Connected time
7m 42s
Cost
$19.00
Order
DEMO-ORD-2401
DEMO-CALL-8113
ACA
Date
Aug 15, 2026 · 10:16 AM ET
Connected time
3m 09s
Cost
$19.00
Order
DEMO-ORD-2401
DEMO-CALL-8108
ACA
Date
Aug 14, 2026 · 4:04 PM ET
Connected time
5m 31s
Cost
$19.00
Order
DEMO-ORD-2401

Make the best practices your routine

Our program draws on hundreds of hours of calls with these same types of consumers. Answer promptly, follow the call flow, and revisit the training regularly so those habits become second nature.

Review the best practices

Review the operations side

See how QLG reviews account setup, product credentials, and requests for more information.

Open admin demo

Explore at your own pace

Get familiar with the portal before you sign up.

This tour uses fictional examples. Exploring it does not open an account, charge a card, complete required training, or change call delivery.

Tour overview QLG University