Insurance Benefit Expiry
"Use it or lose it" Q4 campaign
StandardHealthcareSaves 3-5 hours/week
What This Automation Does
Insurance Benefit Expiry automates the entire process from trigger to completion. This simple workflow uses EHR Insurance, SMS, Email to deliver measurable results. Expected impact: Drives $20,000+ in Q4 bookings.
How It Works
1
October 1st
Q4 start
2
Unused Benefits?
Check
3
📧 Email: Alert
"Don't Lose Benefits!"
4
📱 SMS: Alert
"Benefits expire Dec 31! {{link}}"
5
🎯 CHECK
Booked?
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$649/mo
Medical (HIPAA Compliant) plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
- HIPAA compliance, BAA & encrypted data handling
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
HIPAA
All patient data encrypted in transit and at rest. BAA available for all integrations.