Growth
Where to expand & who to keep · May 2026
Expansion gap
24
not automating
Adoption
63.6%
42 of 66 clients
Dormant
4
to re-engage
Active clients
66
subscribed
Automation adoption over time
Clients running at least one automation, cumulative — climbing to 42 this month.
0
Dec
5
Jan
12
Feb
21
Mar
31
Apr
42
May
Upsell targets
24 clientsSubscribed clients not yet on any automation — pitch Annual Enrollment (AEP) (6×9 Postcard), your most-adopted trigger.
- Maple Care Group557 mailers this month$99/mo
- Cedar Health Partners540 mailers this month$99/mo
- Riverside Benefits LLC516 mailers this month$99/mo
- Maple Care Partners490 mailers this month$99/mo
- Heritage Benefits Group481 mailers this month$99/mo
- Lakeside Insurance Group481 mailers this month$99/mo
- Evergreen Advisors LLC468 mailers this month$99/mo
- Pioneer Advisors Partners454 mailers this month$99/mo
- Granite Wellness Partners345 mailers this month$99/mo
- Summit Senior Group304 mailers this month$99/mo
- Cornerstone Wellness LLC299 mailers this month$99/mo
- Cornerstone Wellness Group287 mailers this month$99/mo
- Harbor Care LLC254 mailers this month$99/mo
- Horizon Medicare LLC227 mailers this month$99/mo
- Heritage Benefits Partners226 mailers this month$99/mo
- Sterling Health Group198 mailers this month$99/mo
- Beacon Senior LLC186 mailers this month$99/mo
- Sunrise Insurance Partners174 mailers this month$99/mo
- Horizon Medicare Partners155 mailers this month$99/mo
- Meadow Medicare Group150 mailers this month$99/mo
- Cedar Health LLCDormant — no sends this month$99/mo
- Evergreen Advisors GroupDormant — no sends this month$99/mo
- Summit Senior PartnersDormant — no sends this month$99/mo
- Sunrise Insurance LLCDormant — no sends this month$99/mo
Retention risk
Active subscriptions with no campaign this month — re-engage before they lapse.