Accounts Biweekly Review Reports|

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Wellmark

MM · Tier D · Insurance · CSM Allan Chang · 2 - Onboard & Implement

Room BookingRequest ManagerVisitor MgmtWorkplace IntelField Mgmt

100Health

One-to-One

AI Account Briefing

Claude summarizes this account's health, risks, and talking points from the data on this page.

ARR

Full ARR: $109,640 · Core $0 · Subscription $97.1K · PS $12.5K

$109.6K

$92.5/seat

Renewal

Contract: Apr 1, 2026 → Mar 31, 2031. Year of term: Year 1 of 5

Apr 1, 2031

1703d away

Jira linked (active)

Active cases (not closed, not Solved) with at least one Jira ticket attached. Hover a Jira pill in the modal for its live status.

none

Avg resolution

Average days from case creation to closure, for cases closed in the last 90 days.

9.8d

last 90d

Pendo 7d

Active visitors in Pendo over last 7 days. Seat utilization: 0.0%. Last login: —.

↗ +28.1% vs 30d

Account Health

ARR historySource: mart_account_360_history · daily snapshots from April 2, 2026

Flatsince Apr 2·112 daily snapshots

Support & Engineering

Support volume — by quarterCase counts per quarter by record type · mart_support_cases

Cases by category — 12 moGrouped by tier_1_category · mart_support_cases

Error Condition7

Product usage — 90d trendSource: mart_product_usage · current 90d vs prior 90d events per module

Visual Directory+754%

Admin+144%

Move Manager+987%

Request Manager+1319%

Reports+40%

Neighborhoods+1703%

AI+1%

Scenarios+4725%

Other+453%

Moves Report+440%

Preferences+136%

Desk Booking-71%

Visitor Desk Booking (OSS)-29%

Safeguard0%

Workplace Announcements0%

Planning Tools-100%

Data Management4

Customer Education3

Uncategorized2

Cases

4 active · 16 total in last 12 months

1 with SE escalation

					Stages
00168045	Thank You	Normal	3d	—	—	Jul 30, 2026
00167995	Thank You	Normal	3d	—	—	Jul 30, 2026
00167992	OfficeSpace Sign in issues	Normal	3d	—	—	Jul 30, 2026
00167004	Wellmark / Asset Mgmt Issue	Normal	12d	SE · SE - In Progress (Backlog)opened Jul 30, 2026	FRT→SESEENG	Jul 21, 2026

Cross-client bug exposure

Open cases on this account linked to known Jira bugs that also affect other customers.

Unlinked defect intelligence

Open error cases without a Jira link — scan to find potentially related known engineering bugs.

2 open defect cases without a Jira link.