Subscribe new AgencyBloc individuals to Great AEP campaigns
Want to make more sales with less work during enrollment periods like AEP, OEP, or ACA Open Enrollment? With the help of Zapier, this integration automatically adds new AgencyBloc individuals to enrollment campaigns within Great AEP. Great AEP then schedules appointments with the individual during the enrollment window.
Want to make more sales with less work during enrollment periods like AEP, OEP, or ACA Open Enrollment? With the help of Zapier, this integration automatically adds new AgencyBloc individuals to enrollment campaigns within Great AEP. Great AEP then schedules appointments with the individual during the enrollment window.
- When this happens...Individual Created
Triggers when an Individual is created in AgencyBloc.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Add Contact to Specific Campaign
Creates a Contact to Specific Campaign in Great AEP.
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