Turning 65, 72, and custom age dashboard cards

For Levitate Insurance users, it's important to be able to reach out based on when a client is turning 65 with Medicare and coverage updates. For Financial users with clients reaching age 72, now age 73 for those born after December 31, 1950, carries significant financial implications primarily because it's when Required Minimum Distributions (RMDs) from most traditional retirement accounts generally begin.

Levitate has specific dashboard cards available to notify users of contacts turning 65, 72, or 73— there is also an option to have a custom age dashboard card— maybe to reach out to 25 year olds about to lose health coverage from their parents plans or 64 years for planning ahead about Medicare coverage.

Want to use your client's birthdates to target outreach? Let your Success Specialist know and they can enable these age specific dashboard cards. Each card can look out 60 Days, 90 Days, 120 Days, 6 Months, and 1 Year from each contact's birthday. The dashboard card can be used to send one off messages or kick off a series of emails using an automation.

When you have these dashboard cards set up, you'll see notifications for upcoming birthdays based on the interval you've had set up. You'll see Turning 65, Turning 72, etc. in the same spot as Upcoming Birthdays.

If you click into the dashboard card, you'll see upcoming birthdays and be able to set up a send to go out. You'll also be able to create and kick off an automation based on their birthdate.

If you click Send multiple emails ahead of the XXth birthday? you'll be taken to the Automation creation page and choose the automation that corresponds with the dashboard card

And from there you can set up an automation!

+ Levitate has TONS of content about turning 65, 72, 73, and more to send out to contacts in reference to an upcoming milestone birthday.