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.

Below is a video that covers those milestone birthday Dashboard Cards, as well as the process of creating an Automation to correspond with those birthdates: