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Better Agency + Great AEP

Better Agency + Great AEP

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!

  1. When this happens...
    New Tag Added to Contact
    New Tag Added to Contact
    New Tag Added to ContactTriggers when a new tag is added to a contact.
  2. automatically do this!
    Add Contact to Specific Campaign
    Add Contact to Specific Campaign
    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

  • Better Agency triggers, actions, and search
    New Contact Added

    Triggers when a new contact is added in Better Agency.

    Trigger
    Polling
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    • Tag
      Required
    Trigger
    Polling
    Try It
    • Pipeline Stage
      Required
    • Assigned Owner
    Trigger
    Polling
    Try It
    • Pipeline Stage
      Required
    • Assigned Owner
    Trigger
    Polling
    Try It
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About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Related categories
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About Great AEP
Great AEP is automated scheduling for insurance agents.
Related categories

Related Zap Templates

  • Create Better Agency clients from new Great AEP appointments

 

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