Better Agency + Great AEP Integrations
How to connect Better Agency + Great AEP
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Popular Better Agency + Great AEP workflows
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Subscribe new Better Agency contacts to Great AEP enrollment campaigns
Subscribe new Better Agency contacts to Great AEP enrollment campaignsCreate Better Agency clients from new Great AEP appointments
Create Better Agency clients from new Great AEP appointments
Connect your apps and automate workflows
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New Contact AddedTriggers when a new contact is added in Better Agency.Trigger- New Note CreatedTriggers when new note created.Trigger
- New Tag Added to ContactTriggers when a new tag is added to a contact.Trigger
- New Task CreatedTriggers when new task created.Trigger
- Opportunity Stage MoveTriggers when an opportunity is moved into a specific stage.Trigger
- Renewal Pipeline Stage MoveTriggers when a renewal pipeline opportunity is moved into a specific stage.Trigger
- Service Pipeline Stage MoveTriggers when an Service Pipeline opportunity is moved into a specific stage.Trigger
- Create Service RequestCreate Service Request and claim.Action
- Better Agency
Client Form to create update a client
Scheduled
Action
- Better Agency
Prospect Form to create update a prospect
Scheduled
Action
- Great AEP
Triggers when a new appointment is created in Great AEP.
Scheduled
Trigger
- Great AEP
Creates a Contact to Specific Campaign in Great AEP.
Scheduled
Action
- Great AEP
Archives a Contact from Specific Campaign in Great AEP.
Scheduled
Action
- Great AEP
Archives a Contact from All Campaigns in Great AEP.
Scheduled
Action
How Better Agency + Great AEP Integrations Work
- Step 1: Authenticate Better Agency and Great AEP.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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About Great AEP
Great AEP is automated scheduling for insurance agents.
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