Triggers, conditions, delays, and campaigns that run follow-up for you.
Create a workflow triggered by New contact where source equals your ACA lead vendor. Add an immediate text, a call task, and a two-day email sequence, and exit the workflow the moment the client replies or an application is submitted.
Use the renewal date on the policy record as the trigger and count backward. A standard cadence is 90, 60, and 30 days out, plus an immediate alert whenever a rate increase above your threshold is detected.
Capture and store proof of consent, include opt-out language, honor STOP instantly, respect quiet hours and time zones, and keep a full message history on every contact. The platform enforces each of these at send time.