Beneficiary Designation Review Reminder
A done-for-you professional services automation built for the Paraplanner, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
Clients automatically receive a periodic reminder to review and update the beneficiary designations on their policies and accounts, catching an outdated election, an ex-spouse still listed, a deceased beneficiary never updated, before it causes a serious problem for the family it was meant to protect.
The paraplanner gets a report each quarter of which clients haven't confirmed their designations in over a year, letting the firm proactively close a gap that most clients never think to revisit on their own until an estate settlement forces the issue at the worst possible time.
- A CRM
- Zapier or Make.com
- Mailchimp or email
- Twilio (client document reminders)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, this falls entirely on a paraplanner, who has to track every step by hand across emails, spreadsheets, and sticky notes.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
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