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Better Agency + Great AEP

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!

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!

  1. When this happens...
    Better AgencyBetter Agency
    New Tag Added to Contact

    Triggers when a new tag is added to a contact.

    TriggerScheduled
  2. automatically do this!
    Great AEPGreat AEP
    Add Contact to Specific Campaign

    Creates a Contact to Specific Campaign in Great AEP.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Better Agency triggers, actions, and search

    New Contact Added

    Triggers when a new contact is added in Better Agency.

    Trigger
    Scheduled
    Try It
    • TagRequired

    Trigger
    Scheduled
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    Try It
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better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Learn more

Related categories

  • Marketing
great-aep logo
great-aep logo

About Great AEP

Great AEP is automated scheduling for insurance agents.

Related categories