Client Age Out Report

How can I receive a notification for a dependent's impending 21st birthday?

We don't have an alert; however, we've created an Age-Out report in Standard Reports.  To find the report:

• Go to Reports>INSZoom Reports  
• Select Management Reports
• Locate the Client Age-Out Report

Note: If you do not see Management Reports as an option in the sub-menu, select the Advanced Options drop-down at the bottom of the menu and add Management Reports to your sub-menu.

Once the report renders, use the drop downs to select:

• Population - All Corporations +/- individuals, a specific corporation or groups
• Ageout-From Date
• Ageout-To Date
• Status - Active or Inactive
• Get Report

If this is a report you'll use often, you should select Add to Favorite Reports; the report will appear on the Zoomboard "Favorite Reports" tile.

If you'd like to create an alert instead, click this link for instructions.