Dashboard/Downtown Main
JD
$18,540.00
Yearly Avg: $15,200.00
Compared to last year+12.4%
AI Assistant

is analyzing your insurance usage & retention...

Insurance & Health Metrics

$12,240.00
Coverage Balance
18%

AI-powered insurance and health insights

$265
Co-pay Balance
$8k
Health Savings
RS
PP
AV
SK
VM
+1.2k Active

Smart Health Finance

40%
Hospital Visits / Memberships
35%
Medication
25%
Lab Tests
$12,500+6.2% growth

Healthcare Financial Tracking

Monthly Expenses
$1,390/ $1,6002 days into cycle
+8%
Smart Spending Limits
Hospitals (40%)
Lab Tests (25%)
Medications (35%)
Other (20%)
Insights70% Care, 20% Preventive
Verify60% Insurance, 40% Out-of-Pocket
VerifySpent $1,390 of $1,600.
CategoryValueStatus
Consultation$120.00Paid
Pharmacy$265.00Claimed
Insurance$1,200.00Pending
Lab Test$300.00Paid
PT Assessment$150.00Paid
Diet Plan$85.00Claimed

AI Assistant

What areas should I prioritize for managing my insurance & retention?

Intelligence Engine

⚡ Insurance & Retention Focus: Prioritize: Health coverage, policy renewals & 24 memberships expiring in <7 days. Avoid: Unnecessary add-ons, high-deductible plans.