Turning 65, 72, and custom age Automations

Levitate is a great tool for sending out birthday messages to all of your contacts, but it can also leverage the birth year of your contacts to reach out in a more targeted way. There are a few milestone birthdays that require a change in insurance or financial planning, which is a great opportunity for outreach.

Some of the Turning XX Automations, like 65 & 72 dashboard cards and automation templates are there by default— other ages can be set up using a custom age dashboard card with help from your Success Specialist. Read more about that here.

Here's a default age automation setup versus a custom age automation setup button:

Once you choose the age you'd like to have trigger the automation, here's what the automation setup will look like: