AgencyBloc + Great AEP

Create AgencyBloc activities for newly signed documents in Great AEP

Use this Zap to automatically add designated signed documents from Great AEP to an individual's record in AgencyBloc. These documents could be a Medicare Scope of Appointment or ACA Consumer Consent.

Use this Zap to automatically add designated signed documents from Great AEP to an individual's record in AgencyBloc. These documents could be a Medicare Scope of Appointment or ACA Consumer Consent.

  1. When this happens...
    Great AEPGreat AEP
    Fetch Signed Documents

    Triggers when a new documentation is signed in Great AEP.

    TriggerScheduled
  2. automatically do this...
    AgencyBlocAgencyBloc
    Get Individual by Email and Name

    Finds An Individual By Email And Name

    ActionSearch
  3. then do this!
    AgencyBlocAgencyBloc
    Create Activity

    Creates an Activity in AgencyBloc.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Great AEP triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created in Great AEP.

    Trigger
    Scheduled
    Try It
    • Select CampaignRequired

    • First Name

    • Last Name

    • Email

    • Phone Number

    Action
    Write
    • Email

    • Phone Number

    Action
    Write
  • AgencyBloc triggers, actions, and search

    Activity Updated

    Triggers when an Activity is updated in AgencyBloc.

    Trigger
    Instant
    Try It
  • Great AEP triggers, actions, and search

    Fetch Signed Documents

    Triggers when a new documentation is signed in Great AEP.

    Trigger
    Scheduled
    Try It
    • Select CampaignRequired

    • Email

    • Phone Number

    Action
    Write
  • AgencyBloc triggers, actions, and search

    Activity Created

    Triggers when an Activity is created in AgencyBloc.

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search

    Group Created

    Triggers when a Group is created in AgencyBloc.

    Trigger
    Instant
    Try It
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About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Learn moreHelp

Related categories

  • Sales & CRM
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About Great AEP

Great AEP is automated scheduling for insurance agents.
Help

Related categories

  • Scheduling & Booking