Tags
Client
Add this tag to sold clients so they get the client retention emails.
Medicare Age-In
Add this tag to new Medicare leads (when they will be 65 in less than 6 months) for ongoing outreach
Medicare Clients LIS
Add this tag to sold LIS clients for ongoing outreach.
Medicare Clients MAPD
Add this tag to sold MAPD clients for ongoing outreach.
Remove From Manual Calls
Add this tag to remove leads from manual calls campaign.
Remove From U65 Fresh Lead Campaign
Add this tag to remove leads from U65 Fresh Leads campaign.
U65 Fresh Lead
Add this tag to new U65 health leads for ongoing outreach.
Medicare Lead
Add this tag to new medicare leads for ongoing outreach.
SOA
Add this tag to automatically send Scope of Appointment to a contact.
AEP 2025
Add this tag to automatically send AEP 2025 Survey.
OEP 2025
this tag will send the OEP survey for 2025.
Consent Form
Add this tag to automatically send Consent Form.
kixie
This tag will add the applicable contact to the kixie power dialer.