Better Agency + Great AEP integrations
Subscribe new Better Agency contacts to Great AEP enrollment campaigns
Automate your scheduling during enrollment periods! With this Zapier integration, you can make sure you meet with every customer you should during enrollment periods such as Medicare AEP and ACA Open Enrollment. Add a tag to every contact in Better Agency you want to meet with during the enrollment period, and Great AEP will automatically reach out and schedule an appointment with them during the enrollment window. It's like magic!
- When this happens...New Tag Added to ContactTriggers when a new tag is added to a contact.
- automatically do this!Add Contact to Specific CampaignCreates a Contact to Specific Campaign in Great AEP.
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More things you can do with Better Agency and Great AEP
Discover other triggers and actions you can use with Better Agency and Great AEP
- New Contact Added
Triggers when a new contact is added in Better Agency.
Try ItTriggerPolling - TagRequired
Try ItTriggerPolling- Pipeline StageRequired
- Assigned Owner
Try ItTriggerPolling- Pipeline StageRequired
- Assigned Owner
Try ItTriggerPolling
- Note Type
- Assigned Owner
Try ItTriggerPolling- Assigned Owner
- Task priority
- Task due date
Try ItTriggerPolling- Pipeline StageRequired
- Assigned Owner
Try ItTriggerPolling- Choose TypeRequired
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket TitleRequired
- Ticket NoteRequired
- Assign Owner
- Start Campaign
ActionWrite
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