Automations

The triggers you offer your clients — each fires an automated mailing in a chosen mailer format.

Create New Trigger
TriggerTypeMailer FormatClients UsingStatus
Annual Enrollment (AEP)Date-based6×9 Postcard24 clientsactive
Turning 65 (IEP)Date-based#10 Envelope20 clientsactive
Policy RenewalDate-based#10 Envelope18 clientsactive
Welcome PackageEvent-based#10 Envelope15 clientsactive
Preventive Care ReminderDate-based6×9 Postcard12 clientsactive
Special Enrollment (SEP)Event-based6×9 Postcard9 clientsactive
Lapsed PremiumEvent-based6×9 Postcard7 clientsactive

Recent automated sends

Campaigns an automation fired — the trigger, client, date, and pieces.

  • Preventive Care Reminder → Evergreen Senior Health
    384 pieces2026-05-25
  • Special Enrollment (SEP) → Pioneer Advisors Partners
    170 pieces2026-05-25
  • Turning 65 (IEP) → Beacon Senior Group
    52 pieces2026-05-24
  • Policy Renewal → Pioneer Advisors Partners
    79 pieces2026-05-24
  • Policy Renewal → Cornerstone Wellness Group
    19 pieces2026-05-24
  • Turning 65 (IEP) → Evergreen Advisors Partners
    28 pieces2026-05-24
  • Policy Renewal → Meadow Medicare Group
    64 pieces2026-05-23
  • Turning 65 (IEP) → Summit Senior LLC
    57 pieces2026-05-23
  • Policy Renewal → Meadow Medicare Partners
    73 pieces2026-05-22
  • Annual Enrollment (AEP) → Granite Wellness Partners
    96 pieces2026-05-22
  • Special Enrollment (SEP) → Sterling Health Group
    389 pieces2026-05-22
  • Turning 65 (IEP) → Cedar Health Partners
    444 pieces2026-05-22