video1.0<iframe src="https://www.loom.com/embed/5989b9471d8b42719f3e8cc3e0d43058" frameborder="0" width="1152" height="864" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8641152Loomhttps://www.loom.com8641152https://cdn.loom.com/sessions/thumbnails/5989b9471d8b42719f3e8cc3e0d43058-f16ebc834aa41167.gif390.777This Loom explains how to set up an automated workflow to notify clients to update their insurance plans when certain carriers stop supporting their current plans. The presenter creates an account tag called Plan Update Needed and sets workflow criteria for tagged clients with Policy Status Enforce and Policy Coverage Type MedAdvantage, then sends a Plan Update Needed email and follow up text after one minute, plus a second email one week later. They suggest optionally adding clients to a call queue two weeks after the trigger if they have not updated. To initiate the workflow, they bulk tag affected clients by selecting a carrier such as Aetna and using higher client-per-page settings (for example 250 to 500).