greataep.org

What It Is

Great AEP is an appointment automation tool for insurance sales agents, with a particular focus on open enrollment scenarios such as Medicare AEP and ACA Open Enrollment. It sends email and SMS invitations to clients and prospects, directs them to choose a time on a personal booking page, and adds the appointment to the agent’s calendar. For agents selling Medicare products, it can also collect Scope of Appointment (SOA) forms and support e-signatures.

Core Features and Integrations

Core modules include drip campaigns, prebuilt Medicare/ACA campaigns, custom campaigns, online scheduling, website embeds, pre-meeting reminders, rescheduling support, and contact management via single-contact entry or CSV import. On the calendar side, it supports Apple, Google, Microsoft Exchange including on-premises Exchange, Office 365, and Outlook.com, with near-real-time free/busy synchronization to avoid conflicts with existing schedules. Each campaign provides embed code, and there is also a main booking embed code that can be added to a website to generate leads and appointments.

Pricing and Compliance

Great AEP offers a 14-day free trial. Public plans are priced by active contacts: 100 contacts at $69/month, 500 contacts at $99/month, 1000 contacts at $199/month, and more than 1000 contacts requires contacting the company by email. In terms of security and compliance, the site states that, as part of the AgentMethods software suite, it is SOC-2 Type 2 and HIPAA compliant. It also emphasizes that it collects only the minimum information needed for scheduling, does not store health information, policy details, or enrollment data, and does not require a BAA.

Pros and Cons

The main advantage is its very clear vertical focus. It brings outreach, scheduling, reminders, and SOA collection together around insurance open enrollment periods, making it better aligned with the day-to-day workflow of U.S. insurance agents than general-purpose booking tools. Prebuilt campaigns and SMS/email templates also lower the barrier to getting started. The downsides are its narrow industry applicability, and the public materials do not clarify team roles and permissions, multi-agent collaboration, API/Webhook support, payment methods, or localization capabilities. For non-U.S. insurance businesses, the value of SOA and Medicare/ACA-related features drops significantly.

Who It’s For and Access from China

Great AEP is best suited to U.S. Medicare and ACA insurance agents, small insurance agencies, or insurance website customers already using AgentMethods, especially for high-season bulk outreach and reducing administrative scheduling work. Its accessibility from China cannot be determined from the website alone and should be marked as unknown. Even if accessible, its SMS, payments, compliance assumptions, and Medicare/ACA business context are strongly oriented toward the U.S. market. China-based teams may want to evaluate local alternatives first, such as domestic CRMs, WeCom appointment workflows, Tencent Meeting scheduling, or platforms like SalesEase and FXiaoke.