AgencyBloc + Great AEP

Create individuals and activities in AgencyBloc from new Great AEP appointments

Great AEP automates appointment scheduling for insurance agents. With this integration, you can keep track of new appointments scheduled by Great AEP within AgencyBloc. Appointments with prospects show up on your calendar—and AgencyBloc—like magic!

Great AEP automates appointment scheduling for insurance agents. With this integration, you can keep track of new appointments scheduled by Great AEP within AgencyBloc. Appointments with prospects show up on your calendar—and AgencyBloc—like magic!

  1. When this happens...
    Great AEPGreat AEP
    New Appointment

    Triggers when a new appointment is created in Great AEP.

    TriggerScheduled
  2. automatically do this...
    AgencyBlocAgencyBloc
    Create Individual

    Creates an Individual in AgencyBloc.

    ActionWrite
  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
agencybloc logo
agencybloc logo

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
great-aep logo
great-aep logo

About Great AEP

Great AEP is automated scheduling for insurance agents.
Help

Related categories

  • Scheduling & Booking