Keep business owners alerted to final intake re-enrollment opportunities

Business owners lose final intake visibility, causing missed re-enrollment before plan changes. Targeted SMS prompts enrolled customers to schedule callbacks, preserving re-enrollment opportunities.

Keep business owners alerted to final intake re-enrollment opportunities

Overview

Missed final intakes create re-enrollment gaps before plan changes that directly threaten revenue for business owners. Route intake events to targeted SMS and support tasks so customers book callbacks and enrollment completes, with response times dropping dramatically and fewer missed re-enrollments.

Notable Features

  • Send targeted SMS to enrollees
  • Trigger on final intake activities
  • Create callback tasks for support

Keep business owners alerted to final intake re-enrollment opportunities