You can now automate email or text messages for the following events so that your clients get notified timely:

• Birthday
• Policy Renewal
• Referral Requests
• 65th Birthday
• Welcome Clients
• Cross-Sell
  
• Thank you Clients
• Client Pulse/ Google Reviews
• Lost Deal
• X-Date

Agents have the ability to send templatized messages to clients on an automated basis as and when a client meets, or triggers, the qualifying criteria or logic for the automation.