6/11/25 Release
Automatic Lead Creation for Medicare Eligibility
New Custom Field Type - URL
Automatic Lead Creation for Medicare Eligibility
You can now automatically generate leads for customers approaching Medicare eligibility! The system will scan your book of business daily and, based on your configuration, create a lead N days before a customer’s 65th birthday. This helps ensure you never miss a key opportunity to engage with clients about their Medicare options.
To set it up, go to System Settings > Leads > Medicare, and configure:
The number of days before the 65th birthday the lead is created
The pipeline and stage it lands in
Producer assignment, tags, and more
New Custom Field Type: URL
We’ve added a new URL custom field type! This lets you store clickable web addresses directly in your records.
Key highlights:
When viewing the field, you’ll see a handy “Open” button that launches the link in a new tab.
When used as a placeholder in email templates, the URL will be automatically hyperlinked for the recipient — no extra formatting needed.
It’s perfect for linking to quotes, external profiles, and more.
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)