Financial Services · Compliance

Beneficiary Designation Update Reminder

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

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

  1. Identifies accounts where a designated beneficiary review is due, via the account system's data.
  2. Sends a reminder to review and update designations, with a simple process to do so.
  3. Processes updates and reflects them in the account system, confirmed via API.
  4. 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%