Thrive Preventive Care

Proposal Dashboard

Review all proposals run for forecasting and pipeline tracking.

48
Total Proposals
47,221
Total Employees
$45,190,497
Total Annual Savings
$21,834,540
Total Agent Comp
DateCompanyAgentEmployeesAnnual SavingsAgent Comp/yrStatus
Oct 26, 20261-800 Ask GaryBill Morris500$478,500$240,000
Oct 26, 2026Justice Pays Law FirmBill Morris50$47,850$24,000
Oct 26, 2026Morgan and Morgan, PABill Morris5,000$4,785,000$3,000,000
Oct 26, 2026Morgan and MorganBill Morris5,000$4,785,000$3,000,000
Oct 26, 2026Morgan and MorganBill Morris4,000$3,828,000$2,400,000
Oct 26, 2026Phoenix Group ManagementDavid Pierce222$212,454$106,560
Oct 26, 2026Reconnect VerifyThrive Test10$9,570$4,800
Oct 5, 2026Gettel AutomotiveBill Morris2,000$1,914,000$960,000
Oct 2, 2026MIME Base64 TestThrive Test25$23,925$12,000
Oct 2, 2026Phoenix Group ManagementDavid Pierce200$191,400—
Oct 2, 2026Apple Mail Format TestThrive Test50$47,850$24,000
Oct 2, 2026Phoenix Group ManagementDavid Pierce200$191,400—
Oct 2, 2026Phoenix Group ManagementDavid Pierce200$191,400—
Oct 2, 2026HTML Render TestSystem Test25$23,925—
Oct 2, 2026Phoenix Group ManagementDavid Pierce200$191,400—
Oct 2, 2026Phoenix Group ManagementDavid Pierce200$191,400—
Oct 2, 2026KRCSJeff Heard170$162,690$81,600
Oct 2, 2026Paul Miller NissanKen Wosczyna33$31,581$9,900
Oct 1, 2026Gettle AutomotiveWilliam Morris2,000$1,914,000$960,000
Sep 30, 2026Test CoTest Agent10$9,570$4,800
Sep 30, 2026Phoenix Group ManagementDavid Pierce124$118,668$74,400
Sep 30, 2026ABC CompanyKen Wosczyna40$38,280$12,000
Sep 29, 2026Phoenix Group ManagementDavid Pierce124$118,668$74,400
Sep 29, 2026Test CoTest Agent10$9,570$4,800
Sep 9, 2026ALMJim Conant1,099$1,051,743—
Sep 9, 2026Stivers AutomotiveJim Conant1,600$1,531,200—
Sep 9, 2026Tigers Ford (4 locations, will be enrolled separately)Jeff Heard193$184,701—
Sep 9, 2026Kay BuildersJim Conant150$143,550—
Jul 9, 2026Test David Pierce1,200$1,148,400$576,000
Jul 9, 2026ALM Auto DealershipJim Conant1,200$1,148,400$576,000
Jul 9, 2026Stivers AutoJim Conant1,200$1,148,400—
Jun 17, 2026Cloud 9David Pierce600$574,200$288,000
Jun 12, 2026Lakewood Growth PartnersRonny144$137,808$69,120
May 19, 2026Lakewood Growth PartnersRonny Sulimani225$215,325$108,000
May 15, 2026NorthBill Morris3,500$3,349,500$1,680,000
May 1, 2026Souther Champion TrayRyan Piersant1,000$957,000$480,000
May 1, 2026Displaycraft Inc. Ryan Piersant125$119,625$60,000
May 1, 2026Chattanooga WhiskeyRyan Piersant40$38,280$19,200
May 1, 2026Kats BotanicalsRyan Piersant26$24,882$12,480
May 1, 2026Kenco Logistics Ryan Piersant7,500$7,177,500$3,600,000
Apr 30, 2026Covenant TransportRyan Piersant5,000$4,785,000$2,400,000
Apr 21, 2026BCB BankEdward Koster350$334,950$168,000
Apr 21, 2026Reliance PartnersRyan Piersant250$239,250$120,000
Apr 21, 2026Kats BotanicalsRyan Piersant26$24,882$12,480
Apr 21, 2026Mountain View Auto GroupRyan Piersant600$574,200$288,000
Apr 21, 2026Chattanooga Whiskey CompanyRyan Piersant40$38,280$19,200
Apr 21, 2026Steam LogisiticsRyan Piersant635$607,695$304,800
Apr 21, 2026Chattem ChemicalRyan Piersant125$119,625$60,000