We need a way to enter/log benefits requests to automatically generate annually

We have lots of requests for annual policy benefit letters and we have to enter a follow-up to repeat as a reminder to generate annually. We need a way to enter in the requests so they automatically generate  on the policy anniversary date.  Something similar to our balance letter request program where we can enter in the contract or policy #

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  • Feb 11 2016
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  • Guest commented
    September 8, 2016 15:20

    Has there been any updates on this request? Thanks

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