Onyx·Viewing as Heritage Benefits PartnersExit to Onyx admin
Automations
Turn on rules that mail your members automatically — and set the format & timing.
Smart Campaigns
— set up a self-sending campaign in a couple of clicksUpcoming automated sends
Members due in each active date-based automation’s window.
- Policy Renewal161 members due in the next 30 days
- Annual Enrollment (AEP)0 members due in the next 14 days
3 of 7 automations on
Annual Enrollment (AEP)
Date-basedAnnual Enrollment (AEP) — mailed to all Medicare members.
6×9 Postcard·14 days before the trigger
Policy Renewal
Date-basedPolicy Renewal — mailed to all Medicare members.
#10 Envelope·30 days before the trigger
Special Enrollment (SEP)
Event-basedSpecial Enrollment (SEP) — mailed to all Medicare members.
6×9 Postcard·On the trigger date
Lapsed Premium
Event-basedLapsed Premium — mailed to all Medicare members.
Preventive Care Reminder
Date-basedPreventive Care Reminder — mailed to all Medicare members.
Turning 65 (IEP)
Date-basedTurning 65 (IEP) — mailed to all Medicare members.
Welcome Package
Event-basedWelcome Package — mailed to all Medicare members.
Recent automated sends
Campaigns an automation fired — the trigger date, and pieces.
- Special Enrollment (SEP)137 pieces2026-05-22
- Special Enrollment (SEP)289 pieces2026-05-14
- Policy Renewal239 pieces2026-05-04
- Policy Renewal115 pieces2026-05-03