How we got our AEP day-one outbound to 380 dials per agent without burning anyone out.

Click-to-call, dispositions on the Policy record, and the one SMS automation that stopped our follow-ups from aging out. Real numbers from an 8-agent agency.

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What this looks like in practice

Inside Smart Agent, the relevant records are the Contact, the Policy, and any attached activity. The workflow we're describing here lives on the Policy timeline — every action lands timestamped, owner-attributed, and searchable.

• One automated trigger, surfaced on the right dashboard
• One report you can run every morning during AEP
• One follow-up template you can ship to every agent on day one

How to set it up

The shortest path: open your Smart Agent admin panel, find the Flow Builder entry for the workflow we describe, and configure the threshold. From there, the rest is reporting + iteration.

Book a demo to walk through this with a specialist using your own data.