Medicare eligibility
Remind clients turning 65 in 3 months about their Medicare enrollment window.
I want to ensure my clients don't miss their Medicare enrollment window.Follow these steps:1. Search my CRM for clients whose birthdate indicates they will turn 65 in approximately 3 months (90 days from now, within a 30-day window).2. Review their CRM record to check employment and coverage status.3. Draft a personalized Medicare enrollment reminder email in my draft folder.4. Create a follow-up task for each client due in 2 weeks.5. Add a note to each client's CRM record.6. Send me a summary of all clients turning 65 in 3 months.
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