toolkit preview

Our 2022 Open Enrollment Tool Kit includes:

  • A detailed timeline of what you should be doing, and when, to stay ahead of the OEP rush
  • Email templates for agents and brokers to stay in touch with their leads and clients during the busy season for cross-selling ancillary products and more
  • Medicare OEP- and OEP-specific goal setting worksheets for agents and brokers looking to improve marketing and sales
  • Health insurance proposal templates to help you save time and create more professional quotes for your prospects and clients
  • Access to premium webinars throughout OEP



  • Why and how to keep abreast of changes in health insurance and coverage
  • How to communicate with your clients to make sure they’re aware of the upcoming open enrollment period
  • How to increase the chances that you maximize your revenue potential during the open enrollment period
  • How technology can help your agency or brokerage work more efficiently while meeting client expectations during the busiest time of the year
  • How to make sure you’re prepared for open enrollment
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Fill out the form to access the OEP Tool Kit