Automatic notification/letter distribution 180 and 90 days prior to a client's 65th birthday in regard to Medicare status.
There is a need for automatic notification and letter distribution 180 days and 90 days prior to a client's 65th birthday in regard to their Medicare status. The reminder would need to key off of the established birth date; at the very least the advisor or advisor's assistant should be provided a notice at 180 days and 90 days prior to the client's 65th birthday.
Darren Tharp
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Stephanie
commented
Was there a solution provided for doing this? I'm new in the industry and using Redtail CRM for the health insurance field...any feedback would be GREATLY appreciated. : ) This is exactly what I wanted to create today.
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Darren Tharp
commented
This capability would not only be valuable for Medicare notification, but could also be set at various time periods (i.e. 30, 60, 90 days) from other important events (i.e. 70 1/2 notification, anniversaries, birthdays, etc...).