Automations
The triggers you offer your clients — each fires an automated mailing in a chosen mailer format.
| Trigger | Type | Mailer Format | Clients Using | Status |
|---|---|---|---|---|
| Annual Enrollment (AEP) | Date-based | 6×9 Postcard | 24 clients | active |
| Turning 65 (IEP) | Date-based | #10 Envelope | 20 clients | active |
| Policy Renewal | Date-based | #10 Envelope | 18 clients | active |
| Welcome Package | Event-based | #10 Envelope | 15 clients | active |
| Preventive Care Reminder | Date-based | 6×9 Postcard | 12 clients | active |
| Special Enrollment (SEP) | Event-based | 6×9 Postcard | 9 clients | active |
| Lapsed Premium | Event-based | 6×9 Postcard | 7 clients | active |