Open Enrollment is Almost Here!
The 2025 enrollment season is just around the corner; is your agency prepared?
The Open Enrollment and Annual Election Periods can be overwhelming. Use this checklist to help ease your mind and save some time by ensuring you've crossed all of your t's and dotted all of your i's.
To keep you at peak productivity, each checklist item is paired with tips to help you work smarter, save time, and put your focus elsewhere—like growing your book of business. There's even a secondary checklist you can hand out to your clients and prospects!
Best of luck this enrollment season!