After I sign a client up for insurace. In my CRM I convert them from Lead to Client. They will receive a hand written note from me thanking them for their trust in me and welcoming them to the Velez Health Family. I also send them an email confirmation of the plan we've just enrolled them to. As I think of it, I'd like to create an automated email that after 30 days of the lead being converted the client will receive an email stating they should have received their member id cards and if not to please contact me to address and resolve. Then a 60 or 90 day touching base on how the insurance is working for them.