Better Agency + Great AEP
Create Better Agency clients from new Great AEP appointments
Automate your enrollment periods, like Medicare AEP and ACA Open Enrollment. With this Zapier automation, appointments scheduled with Great AEP will get added directly to your Better Agency account. Now you'll be able to keep track of all of your customer interactions in one place!
Automate your enrollment periods, like Medicare AEP and ACA Open Enrollment. With this Zapier automation, appointments scheduled with Great AEP will get added directly to your Better Agency account. Now you'll be able to keep track of all of your customer interactions in one place!
- When this happens...New Appointment
Triggers when a new appointment is created in Great AEP.
- automatically do this!Create/Update a Client
Client Form to create update a client
- Free forever for core features
- 14 day trial for premium features & apps
About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Related categories
About Great AEP
Great AEP is automated scheduling for insurance agents.