If you’re running Medicare, Final Expense, or Retirement Planning campaigns, targeting the right audience is crucial. One of the easiest ways to do this inside Agent CRM is by filtering your contacts by birth year and creating a Smart List.

A Smart List allows you to automatically segment your database so you can send highly targeted emails, SMS messages, or direct mail to the right people—without manually sorting through your contacts every time.

In this guide, we’ll show you how to create a Smart List for leads aged 55+ and how to send an email campaign specifically to them.

📌 Step 1: Create a Smart List for Contacts Aged 55+

A Smart List dynamically filters your contacts based on specific criteria. Here’s how to set one up for leads aged 55 and older:

1️⃣ Go to Contacts inside Agent CRM.
2️⃣ Click on Filters (top right corner).
3️⃣ Select Custom Fields > Date of Birth
4️⃣ Choose the “Before” filter and enter the birthdate range for leads 55 and older.

• Example: If you’re targeting 55+ in 2024, set the date filter to before 1969.
  5️⃣ Click Apply Filter to see all contacts that match your criteria.
  6️⃣ Click Save as Smart List and name it “55+ Leads” for future use.

Now, whenever you need to send a campaign to this group, you won’t have to re-filter your contacts—your Smart List will automatically update with anyone who meets the age criteria.

📌 Step 2: Send an Email Campaign to the 55+ Smart List

Now that you have your 55+ Smart List, you can send them targeted emails or SMS messages. Here’s how:

1️⃣ Go to Marketing > Campaigns.
2️⃣ Click Create New Campaign.
3️⃣ Select Email and compose your message.
4️⃣ Under Recipients, select the Smart List you created (“55+ Leads”).
5️⃣ Preview & test the email before sending.
6️⃣ Click Send Now or Schedule for later.

This ensures that only contacts aged 55+ receive your campaign, increasing your open rates and engagement.

🚀 Pro Tip: What If You Don’t Have Birthdates for All Contacts?

If you’re missing date of birth data for some contacts, don’t worry! You can set up an automation workflow that asks them to confirm their age via email or SMS.

🔹 Example SMS or Email:
“Hey [First Name], we want to make sure we’re sending you the right information. Can you confirm your birth year? Reply with just the year (YYYY).”

By running this automation, you’ll gradually collect more birthdates and improve your targeting over time!

🎥 Watch the Full Tutorial Here

🚀 Why This Strategy Works for Insurance Agents

✅ Highly Targeted Outreach – Ensures only the right prospects receive your messages.
✅ Higher Engagement Rates – Personalized emails & SMS to a relevant audience get more responses.
✅ Saves Time – No more manual filtering—Smart Lists update automatically.
✅ Perfect for Medicare Agents – Keep 55+ leads separate from Medicare (64+) leads for better segmentation.

With this powerful feature inside Agent CRM, you can run highly optimized campaigns, improve response rates, and close more sales.

🚀 Start Using Smart Lists in Agent CRM Today!

Targeting the right leads with the right message has never been easier!

1️⃣ Log into Agent CRM
2️⃣ Create your 55+ Smart List
3️⃣ Send a targeted campaign in minutes

👉 Not using Agent CRM yet? Start your 14-day free trial today at www.agent-crm.com and see how Smart Lists can improve your marketing instantly!