Insurance Benefits Expiration Alert
Remind patients to use insurance benefits before year-end
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Insurance Benefits Expiration Alert automates the entire process from trigger to completion. This simple workflow uses SMS, Email, Workflows to deliver measurable results. Expected impact: $10,000-$40,000 in Q4 revenue from unused benefits campaigns.
How It Works
1
Q4 Campaign
October 1st — target eligible contacts
2
Benefits Used?
Check utilization
3
Benefits SMS
"Your {{insurance}} benefits expire Dec 31! ${{remaining}} remaining: {{link}}"
4
Detail Email
Benefits breakdown + booking
5
Wait 2 Weeks
Response
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
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
TCPA
All automated communications are consent-based with opt-out compliance.