video1.0<iframe src="https://www.loom.com/embed/d2d8e7b7ca5e4f01a4095fd92c883e8f" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/d2d8e7b7ca5e4f01a4095fd92c883e8f-1689702000773.gif296.561Hi there, it's Megan, your fellow trainer. In this video, I'll show you how to create a client service activity based on an important client date in your hub. Using the example of a term life policy, I'll explain how to surface opportunities using Hubly. I'll guide you through setting up an important client date and creating a custom date field. Then, I'll demonstrate how to build an automation rule into your life insurance review workflow. By the end of this video, you'll be able to proactively manage your clients' important dates and provide excellent service.