Better Agency + Great AEP
Better Agency + Great AEP
Better Agency + Great AEP integrations
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!
- When this happens...New AppointmentTriggers when a new appointment is created in Great AEP.
- automatically do this!Create/Update a ClientClient Form to create update a client
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More things you can do with Great AEP and Better Agency
Discover other triggers and actions you can use with Great AEP and Better Agency
- New Appointment
Triggers when a new appointment is created in Great AEP.
Try ItTriggerPolling - Select CampaignRequired
- First Name
- Last Name
- Email
- Phone Number
ActionWrite- Email
- Phone Number
ActionWrite- Note Type
- Assigned Owner
Try ItTriggerPolling
- Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Try ItTriggerPolling - Select CampaignRequired
- Email
- Phone Number
ActionWrite- New Contact Added
Triggers when a new contact is added in Better Agency.
Try ItTriggerPolling - TagRequired
Try ItTriggerPolling
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