About Scheduler & Great AEP

Powered by Great AEP,  Scheduler provides automated scheduling for insurance agents. When busy enrollment periods hit, it can be challenging to keep track of clients and find time to meet with them. Great AEP allows you to spend your valuable time making sales, rather than endless scheduling during open enrollment periods. 

Great AEP's features include: 

  • Pre-built cross-marketing campaigns for enrollment periods
  • Online appointment booking– no back and forth needed. 
  • Automatic Scope of Appointment (SOA) form collection and storage 

If you have a Great AEP account, you can link it to AgentMethod's scheduling tool! This provides you with a few benefits:

  • Single Sign On - Once you login to AgentMethods, you can click directly to your Great AEP account without having to enter your username and password. 
  • Send leads from forms to Great AEP campaigns - You can set up form submissions to from your website to go directly to Great AEP where they are entered into a Great AEP scheduling campaign
  • Leverage Great AEP as an autoresponder - Use Great AEP's automated email and text message campaigns to automatically respond to new leads. These responses provide instant follow up and allow you to create long, multi-step campaigns to keep leads engaged.
  • Add Appointment Scheduling to your website - Use Great AEP's scheduler to allow your contacts to schedule appointments with you without any back-and-forth

Great AEP Knowledge Base

This section of the Knowledge Base goes over valuable guides of how to connect your Great AEP account and Scheduler. However, if you'd like additional detailed support, we'd recommend visiting Great AEP's Knowledge Base. 

Here are some articles you may find useful. 

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