# Beneficiary Designation Update Reminder — Financial Services AI agent | Mihu AI

Financial Services · Compliance

# Beneficiary Designation Update Reminder

Prompt clients to review beneficiary designations at appropriate life-event triggers.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Identifies accounts where a designated beneficiary review is due , via the account system's data.

Sends a reminder to review and update designations , with a simple process to do so.

Processes updates and reflects them in the account system, confirmed via API.

Never suggests who should be named — purely a reminder and processing function.

## Data sources

Account system beneficiary designation data Life event signals

## What it targets

Flagged accounts reviewed within 60 days of reminder Target 60%