[Free Resource] Open Enrollment/Annual Election Period Checklist for Insurance Agents & Your Clients

Tackle Open Enrollment and Annual Election Period head on by making sure you've got all of your bases covered with this helpful checklist for you to use this upcoming season. 


Download the Checklist

Are you ready for OE/AEP?

Open Enrollment and Annual Election Period can be stressful. From prospecting, quoting, enrolling, meeting with current clients, managing policy applications, and more, it's easy to see why it's such a chaotic time.

You're already working an exorbitant amount of hours and at least 6 days a week (if not more). Use this checklist to help ease your mind and save some time by making sure you've got all of your t's crossed and i's dotted this enrollment season.

To keep you at peak productivity, each checklist item is paired with helpful tips on how you can achieve it. This helps you work smarter, save time, and allows you to put your focus elsewhere—like growing your book of business!

Best of luck this Open Enrollment and Annual Election Period season!

BONUS!

With your free checklist, you'll receive a second checklist to hand out to your clients to help them better prepare for Open Enrollment & Annual Election Period, too!

Download the Checklist!