AgencyBloc + Great AEP + Filter by Zapier

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.

  1. When this happens...
    AgencyBlocAgencyBloc
    Individual Created

    Triggers when an Individual is created in AgencyBloc.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    Great AEPGreat AEP
    Add Contact to Specific Campaign

    Creates a Contact to Specific Campaign in Great AEP.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
    • Mask SSN Data

    • Mask Medicare Beneficiary ID Data

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

    Policy Created

    Triggers when a Policy is created in AgencyBloc.

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

    Activity Updated

    Triggers when an Activity is updated in AgencyBloc.

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

    Group Updated

    Triggers when a Group is updated in AgencyBloc.

    Trigger
    Instant
    Try It
    • Mask SSN Data

    • Mask Medicare Beneficiary ID Data

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

    Policy Updated

    Triggers when a Policy is updated 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
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn moreHelp

Related categories

  • Developer Tools
  • Zapier