The four reports you should be running every morning during AEP (and the one most agencies forget).

Pending Policies by Carrier, Applications Not Yet Submitted, SOAs Expiring This Week, and the often-forgotten "Contacts with Birthdate in Next 60 Days" — built right into Smart Agent's standard report library.

This is sample editorial content matching Smart Agent's house voice. Replace with real article body via MDX when the editorial calendar is defined.

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.