---
title: "Build Your AEP Follow-Up Automations in 30 Seconds"
description: "You should not be building follow-up campaigns in the middle of AEP. Describe the process you want in plain language and have text, email, intake, reminders, and notifications running before October 15."
url: https://unlockedcrm.ai/blog/build-aep-follow-up-automations-in-30-seconds
canonical: https://unlockedcrm.ai/blog/build-aep-follow-up-automations-in-30-seconds
category: "Automation"
published: 2026-08-03
updated: 2026-08-03
author: "unLocked CRM Team"
source: unLocked CRM — AI CRM for insurance agents
---

# Build Your AEP Follow-Up Automations in 30 Seconds

## TL;DR

Tell Automation AI what your follow-up should look like in plain language and it builds the workflow in about 30 seconds — texts, emails, intake links, scheduling reminders, and response alerts. Build it in August so it is already running when AEP opens.

# Have Your AEP Automations Built in 30 Seconds

You should not be building follow-up campaigns in the middle of AEP.

With Automation AI, you tell unLocked CRM what you want your process to look like, and it builds the automation in around 30 seconds.

## The prompt

> "Follow up with my Medicare leads by text and email, send them my intake link, remind them to schedule, and notify me when they respond."

That single sentence produces a working sequence: an SMS, a follow-up email, the intake link, a scheduling reminder, and a notification to you the moment the client replies.

## Three automations worth building now

**New lead follow-up.** First touch inside five minutes, then a decreasing cadence over 14 days.

**Appointment prep.** Confirmation, intake link, SOA 48 hours ahead, and a reminder the morning of. Details in the [SOA 48-hour cheat sheet](/blog/soa-compliance-48-hour-rule-cheat-sheet).

**Post-enrollment onboarding.** Welcome message, ID card expectations, 90-day check-in, referral ask.

## Build now, run later

Your follow-up, reminders, and appointment confirmations should already be running before AEP begins. [See Automation AI](/ai-automation-for-insurance-agencies).

## FAQ

### undefined



### undefined



### undefined



## Related

- https://unlockedcrm.ai/blog/aep-oep-systems-readiness-guide
- https://unlockedcrm.ai/blog/collect-client-information-before-aep-appointments
- https://unlockedcrm.ai/blog/ai-calls-in-your-own-voice-during-aep

---

Source: [Build Your AEP Follow-Up Automations in 30 Seconds](https://unlockedcrm.ai/blog/build-aep-follow-up-automations-in-30-seconds) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/build-aep-follow-up-automations-in-30-seconds.