Well PlatformOwner deskFinwellJuniper Ledger Co.
Automations

Renewals & reviews

Reminders that count from your clients' own dates: renewals, annual reviews, rate locks and birthdays, plus the Medicare and Marketplace enrollment seasons. FinWell reminds; it never decides eligibility.

Delivery is paused

Reminders are scheduled and recorded, but FinWell is not delivering messages yet.

Reminders on
1
Client dates
3
Coming up
1

Your reminders

Before a policy renews

Before a policy renews · v1 of 1
On · v160 days before: email · 30 days before: email

Edit a reminder (saves a new version)

One per line: days (negative = before the date) | email or sms | subject | message. Fields: {{client_display_name}}, {{policy_label}}, {{renewal_date}}, {{booking_link}}, {{firm_name}}.

This is the demo practice; nothing here is saved.

FinWell catalogue

Reminders built into the FinWell finance pack, with suggested timing and wording.

A year after the last review

Counts from: Last annual review
Not set up

Medicare annual enrollment opens

Window opens 10-15 · Centers for Medicare & Medicaid Services published calendar
Not set upConfirm these dates each year; published calendars can change.

Marketplace open enrollment opens

Window opens 11-01 · HealthCare.gov published calendar; state exchanges may differ
Not set upConfirm these dates each year; published calendars can change.

Before a rate lock expires

Counts from: Rate lock expires
Not set up

Before a client's birthday

Counts from: Birthday
Not set upSupplement birthday rules vary by state; the pack draws no eligibility conclusion. Confirm these dates each year; published calendars can change.

Client dates

3 on file

Owen Park

Birthday
Nov 3, 1961

Tom & Rae Whitfield

Last annual review
Nov 12, 2025

Maria Delgado

Policy renewal date · Medicare supplement
Dec 1, 2026

Add or change a date

For example, “Auto policy” , used as {{policy_label}}.

This is the demo practice; nothing here is saved.

Coming up

Before a policy renews v1

Oct 2, 2026, 3:00 PM UTC · step-1
Scheduled