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Automations

Turn on rules that mail your members automatically — and set the format & timing.

Upcoming automated sends

Members due in each active date-based automation’s window.

  • Preventive Care Reminder20 members due in the next 0 days
  • Annual Enrollment (AEP)0 members due in the next 14 days
  • Turning 65 (IEP)0 members due in the next 90 days

3 of 7 automations on

Annual Enrollment (AEP)

Date-based

Annual Enrollment (AEP) — mailed to all Medicare members.

6×9 Postcard·14 days before the trigger

Preventive Care Reminder

Date-based

Preventive Care Reminder — mailed to all Medicare members.

6×9 Postcard·On the trigger date

Turning 65 (IEP)

Date-based

Turning 65 (IEP) — mailed to all Medicare members.

#10 Envelope·90 days before the trigger

Lapsed Premium

Event-based

Lapsed Premium — mailed to all Medicare members.

Policy Renewal

Date-based

Policy Renewal — mailed to all Medicare members.

Special Enrollment (SEP)

Event-based

Special Enrollment (SEP) — mailed to all Medicare members.

Welcome Package

Event-based

Welcome Package — mailed to all Medicare members.

Recent automated sends

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

  • Turning 65 (IEP)
    444 pieces2026-05-22
  • Annual Enrollment (AEP)
    73 pieces2026-05-19
  • Turning 65 (IEP)
    477 pieces2026-05-13
  • Annual Enrollment (AEP)
    133 pieces2026-05-10
  • Annual Enrollment (AEP)
    376 pieces2026-05-03