greataep.com

What It Is

Great AEP is an appointment automation tool built for insurance sales, especially during Medicare and ACA open enrollment periods. It reaches customers and prospects via email and SMS, directs them to a personal booking page to choose a time, and adds the appointment to the calendar. For Medicare products, it can also automatically collect and store Scope of Appointment (SOA) forms.

Core Features and Integrations

The product is centered on the workflow of “outreach — booking — reminders — compliance forms.” It supports drip campaigns, cross-sell follow-ups, prebuilt campaigns for Medicare AEP and ACA Open Enrollment, and custom campaigns. Each campaign can generate embed code for use on a website, helping convert leads into appointments. For calendars, it supports Apple, Google, Microsoft Exchange including on-premises deployments, Office 365, and Outlook.com, with near real-time free/busy syncing to avoid scheduling conflicts. Contacts can be added individually or imported via CSV exported from a CRM.

Pricing and Trial

Great AEP offers a 14-day free trial. Paid plans are priced by the number of active contacts: 100 contacts for $69/month, 500 contacts for $99/month, and 1000 contacts for $199/month. For more than 1000 contacts, you need to contact the company by email. All tiers include email and SMS invitations, an integrated booking calendar, SOA e-signature forms, and pre-appointment reminders. For seasonal, high-volume insurance sales, the pricing is fairly straightforward, though costs rise noticeably as contact volume grows.

Pros and Cons

The main strengths are its clearly defined vertical use case, prebuilt Medicare and ACA campaigns that reduce setup effort, and SOA collection and storage that provide practical value for insurance agents’ compliance workflows. The downsides are that the site does not disclose details such as team roles and permissions, a public API, or payment methods, leaving its scalability and enterprise management capabilities unclear. Its feature set is also clearly geared toward the U.S. insurance market, so it may not be a good fit for general sales teams.

Who It’s For and Access from China

Great AEP is best suited to U.S. insurance agents, insurance brokerages, and teams that need to schedule customer meetings at scale during open enrollment periods. The source text does not provide information on access from China, and payment methods are not specified. If using it from China, you would need to evaluate the stability of Google and Microsoft calendar integrations, SMS delivery, and website loading. Local alternatives could include combining WeCom or Tencent Meeting scheduling with CRMs such as SalesEase or Fenxiang Sales; general-purpose scheduling tools such as Calendly, Acuity, and Microsoft Bookings are also worth considering.