FREE CHECKLIST:

Are You Ready for the Open Enrollment Period?

Like Christmas, OEP and Medicare Open Enrollment come but one time a year. Kicking off in October and ending in December, these back-to-back annual enrollment windows offer health insurance agents and brokers their most dynamic selling opportunities all year long, and it’s nothing short of a marathon race to the finish line.

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Our handy checklist, The Agent's Checklist for Open Enrollment Readiness 2023– will help you prepare for the upcoming busy season.

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Open Enrollment marketing to-do's

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Reminders for important trainings and certifications

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Tips for a successful Open Enrollment Period

Want to learn more?

Download the checklist by filling out the form below.

Download the Checklist!