Integrationsriskadvisorgreat aep
riskadvisor + great aep

Connect riskadvisor and great aep to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between riskadvisor and great aep?

To start, connect both your riskadvisor and great aep accounts to viaSocket. Once connected, you can set up a workflow where an event in riskadvisor triggers actions in great aep (or vice versa).

Can we customize how data from riskadvisor is recorded in great aep?

Absolutely. You can customize how riskadvisor data is recorded in great aep. This includes choosing which data fields go into which fields of great aep, setting up custom formats, and filtering out unwanted information.

How often does the data sync between riskadvisor and great aep?

The data sync between riskadvisor and great aep typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from riskadvisor to great aep?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between riskadvisor and great aep?

Yes, you can set conditional logic to control the flow of data between riskadvisor and great aep. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

riskadvisor

About riskadvisor

RiskAdvisor helps agents connect their clients with the right insurance

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great aep

About great aep

Great AEP is automated scheduling for insurance agents.

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