AgencyBloc + Great AEP

Create AgencyBloc activities for newly signed documents in Great AEP

Use this Zap to automatically add designated signed documents from Great AEP to an individual's record in AgencyBloc. These documents could be a Medicare Scope of Appointment or ACA Consumer Consent.

When this happens...
Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
TriggerScheduled
automatically do this...
Get Individual by Email and Name
Finds An Individual By Email And Name
ActionSearch
then do this!
Create Activity
Creates an Activity in AgencyBloc.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created in Great AEP.
Trigger
Scheduled
Try It
- Select CampaignRequired
- First Name
- Last Name
- Email
- Phone Number
Action
Write
- Email
- Phone Number
Action
Write
Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Trigger
Instant
Try It
Group Updated
Triggers when a Group is updated in AgencyBloc.
Trigger
Instant
Try It

- Mask SSN Data
- Mask Medicare Beneficiary ID Data
Trigger
Instant
Try It
Policy Updated
Triggers when a Policy is updated in AgencyBloc.
Trigger
Instant
Try It

- Create Groups Description
- Group NameRequired
- DBA
- Description
- Federal Tax ID
- Industry - SIC ID
- Industry - SIC Description
- Industry - ID
- Employee Count
- Website
- Group Type - Text
- Group Type - ID
- Group Status - Text
- Group Status - ID
- Account Manager - ID
- Servicing Agent - First name
- Servicing Agent - Last Name
- Servicing Agent - Middle Name
- Servicing Agent - ID
- Additional Agent 1 - First Name
- Additional Agent 1 - Last Name
- Additional Agent 1 - Middle Name
- Additional Agent 1 - ID
- Additional Agent 2 - First Name
- Additional Agent 2 - Last Name
- Additional Agent 2 - Middle Name
- Additional Agent 2 - ID
- Additional Agent 3 - First Name
- Additional Agent 3 - Last Name
- Additional Agent 3 - Middle Name
- Additional Agent 3 - ID
- Business Phone Number
- Business Phone Number Ext.
- Fax Number
- Fax Number Ext.
- Address Type
- Is Primary Address
- Address Street 1
- Address Street 2
- City
- County
- State/Province
- Zip Code
- Lead Date
- Lead Source - Text
- Lead Source - ID
- Other Lead Source
- Lead Agent/Affiliate - First Name
- Lead Agent/Affiliate - Last Name
- Lead Agent/Affiliate - Middle Name
- Lead Agent/Affiliate - ID
- Project Code - Text
- Project Code - ID
- Group Custom Fields Note
Action
Write
- Create Policies Description
- Policyholder TypeRequired
- Policyholder - ID
- Carrier - Name
- Carrier - ID
- Policy Number
- Premium
- Lives
- Pay Frequency
- Project Code - Text
- Project Code - ID
- Status - Text
- Status - ID
- Coverage Type - Text
- Coverage Type - ID
- App Submit Date
- Effective Date
- Renewal Date
- Term Date
- Signed By - First Name
- Signed By - Last Name
- Signed By - Middle Name
- Signed By - ID
- Account Manager - First Name
- Account Manager - Last Name
- Account Manager - ID
- Servicing Agent - Agency - Name
- Servicing Agent - Agency - ID
- Servicing Agent - Agent Number
- Servicing Agent - Agent Number - ID
- Servicing Agent - First Name
- Servicing Agent - Last Name
- Servicing Agent - Middle Name
- Servicing Agent - ID
- Additional Agent 1 - First Name
- Additional Agent 1 - Last Name
- Additional Agent 1 - Middle Name
- Additional Agent 1 - ID
- Additional Agent 2 - First Name
- Additional Agent 2 - Last Name
- Additional Agent 2 - Middle Name
- Additional Agent 2 - ID
- Additional Agent 3 - First Name
- Additional Agent 3 - Last Name
- Additional Agent 3 - Middle Name
- Additional Agent 3 - ID
- Additional Agent 4 - First Name
- Additional Agent 4 - Last Name
- Additional Agent 4 - Middle Name
- Additional Agent 4 - ID
- Additional Agent 5 - First Name
- Additional Agent 5 - Last Name
- Additional Agent 5 - Middle Name
- Additional Agent 5 - ID
- Group Policy - Renewal Percent
- Group Policy - New Hire Eligibility - Text
- Group Policy - New Hire Eligibility - ID
- Group Policy - Eligibility Hours - Text
- Group Policy - Eligibility Hours - ID
- Group Policy - Rate Method
- Group Policy - Waiting Period
- Group Policy - Classifications
- Group Policy - Notes
- Individual Policy - Pay Method - Text
- Individual Policy - Pay Method - ID
- Individual Policy - Notes
- Individual Policy - Member ID
- Policy Coverage - Carrier Product - Text
- Policy Coverage - Carrier Product - ID
- Policy Coverage - Effective Date
- Policy Coverage - Premium
- Policy Coverage - Renewal Date
- Policy Coverage - Status
- Policy Coverage - Notes
- Policy Coverage - Fees
- Policy Coverage - Override FieldSet
- Policy Custom Fields Note
Action
Write
- Group IDRequired
Action
Search
- Date Of BirthRequired
- First Name
- MIddle Name
- Last Name
Action
Search
- Phone NumberRequired
- First Name
- Middle Name
- Last Name
Action
Search

Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Trigger
Scheduled
Try It
- Select CampaignRequired
- Email
- Phone Number
Action
Write
Activity Created
Triggers when an Activity is created in AgencyBloc.
Trigger
Instant
Try It
Group Created
Triggers when a Group is created in AgencyBloc.
Trigger
Instant
Try It
- Mask SSN Data
- Mask Medicare Beneficiary ID Data
Trigger
Instant
Try It
Policy Created
Triggers when a Policy is created in AgencyBloc.
Trigger
Instant
Try It
- Create Activities Description
- Associated With Description
- Associated With - Record TypeRequired
- Associated With - Record IDRequired
- SubjectRequired
- Notes
- Activity Status - Text
- Activity Status - ID
- Activity Type - Text
- Activity Type - ID
- Activity Priority - Text
- Activity Priority - ID
- Activity Method - Text
- Activity Method - ID
- Activity Date
- Due Date
- Due Date - All Day
- Due Date - Start Date & Time
- Due Date - End Date & Time
- Follow-up User - First Name
- Follow-up User - Last Name
- Follow-up User - ID
- Follow-up Team - Name
- Follow-up Team - ID
- Parent Activity ID
- Attach Files From Zapier
- Example Attachment Input
- Attachment Files & URLs
Action
Write
- Create Individuals Description
- First NameRequired
- Last NameRequired
- Middle Name
- Nickname
- Title
- Date of Birth
- Gender
- Social Security Number
- Driver's License Number
- Deceased Date
- Type - Text
- Type - ID
- Status - Text
- Status - ID
- Medicare Beneficiary ID
- Medicare Effective Date Part A
- Medicare Effective Date Part B
- Smoker Status
- Servicing Agent - First Name
- Servicing Agent - Last Name
- Servicing Agent - Middle Name
- Servicing Agent - ID
- Additional Agent 1 - First Name
- Additional Agent 1 - Last Name
- Additional Agent 1 - Middle Name
- Additional Agent 1 - ID
- Additional Agent 2 - First Name
- Additional Agent 2 - Last Name
- Additional Agent 2 - Middle Name
- Additional Agent 2 - ID
- Additional Agent 3 - First Name
- Additional Agent 3 - Last Name
- Additional Agent 3 - Middle Name
- Additional Agent 3 - ID
- Home Phone Number
- Home Phone Number Ext.
- Business Phone Number
- Business Phone Number Ext.
- Cell Phone Number
- Cell Phone Number Ext.
- Fax Number
- Fax Number Ext.
- Address Type
- Is Primary Address
- Address Street 1
- Address Street 2
- City
- County
- State/Province
- Zip Code
- Email Address
- Secondary Email Address
- Opt-Out Of Emails
- Lead Date
- Lead Source - Text
- Lead Source - ID
- Other Lead Source
- Lead Agent/Affiliate - First Name
- Lead Agent/Affiliate - Last Name
- Lead Agent/Affiliate - Middle Name
- Lead Agent/Affiliate - ID
- Project Code - Text
- Project Code - ID
- Individual Custom Fields Note
Action
Write
- Activity IDRequired
Action
Search
- Individual IDRequired
Action
Search
- Email AddressRequired
- First Name
- Middle Name
- Last Name
Action
Search
- Policy IDRequired
Action
Search

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.

Learn more Help

Related categories

Sales & CRM

About Great AEP

Great AEP is automated scheduling for insurance agents.

Help

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

AgencyBloc + Great AEP

Create AgencyBloc activities for newly signed documents in Great AEP

New Appointment

Add Contact to Specific Campaign

First Name

Last Name

Email

Phone Number

Archive Contact From All Campaigns

Email

Phone Number

Activity Updated

Group Updated

Individual Updated

Mask SSN Data

Mask Medicare Beneficiary ID Data

Policy Updated

Create Group

Create Groups Description

Group NameRequired

DBA

Description

Federal Tax ID

Industry - SIC ID

Industry - SIC Description

Industry - ID

Employee Count

Website

Group Type - Text

Group Type - ID

Group Status - Text

Group Status - ID

Account Manager - ID

Servicing Agent - First name

Servicing Agent - Last Name

Servicing Agent - Middle Name

Servicing Agent - ID

Additional Agent 1 - First Name

Additional Agent 1 - Last Name

Additional Agent 1 - Middle Name

Additional Agent 1 - ID

Additional Agent 2 - First Name

Additional Agent 2 - Last Name

Additional Agent 2 - Middle Name

Additional Agent 2 - ID

Additional Agent 3 - First Name

Additional Agent 3 - Last Name

Additional Agent 3 - Middle Name

Additional Agent 3 - ID

Business Phone Number

Business Phone Number Ext.

Fax Number

Fax Number Ext.

Address Type

Is Primary Address

Address Street 1

Address Street 2

City

County

State/Province

Zip Code

Lead Date

Lead Source - Text

Lead Source - ID

Other Lead Source

Lead Agent/Affiliate - First Name

Lead Agent/Affiliate - Last Name

Lead Agent/Affiliate - Middle Name

Lead Agent/Affiliate - ID

Project Code - Text

Project Code - ID

Group Custom Fields Note

Create Policy

Create Policies Description

Policyholder TypeRequired

Policyholder - ID

Carrier - Name