[Free PDF] 2022 Open Enrollment/Annual Election Period Readiness Checklist for Insurance Agents & Your Clients

Tackle the 2022 enrollment season head-on by making sure you've got all of your bases covered with this helpful checklist for your agents and your clients.  

Download the Checklist

Open Enrollment is Almost Here!

The 2022 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 got all of your t's crossed and i's dotted.

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!

Download the PDF now!

When does enrollment season start?

The 2022 enrollment season for life and health insurance agents includes:

  • AEP/Medicare Open Enrollment October 15th - December 7th, 2021
  • OEP November 1st - December 15th, 2021
  • Medicare Advantage Open Enrollment Period January 1st - March 31st, 2022
  • Part A/Part B General OEP January 1st - March 31st, 2022

How does an Agency Management System (AMS) help during enrollment season?

An AMS can help you stay on task and achieve more in less time during enrollment season. Key tools to leverage to make OEP/AEP more efficient are workflow automation, personal task management, lead and sales management, automated email campaigns, industry-specific reports, and tailored lead forms.

Is it too late to get an Agency Management System for the 2022 enrollment season?

Absolutely not! The ramp up time highly depends on the size of your agency's book of business, the details of your data migration, and your willingness to learn. Many agencies can be up-and-running within a few weeks of adopting a new AMS.