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1. Automatic notification/letter distribution 180 and 90 days prior to a client's 65th birthday in regard to Medicare status.

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   2 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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  ·  October 23, 2017  ·  Delete…

   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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