Open Enrollment is Almost Here!
The 2026 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 time by ensuring you've crossed all your t's and dotted all your i's.
To keep you at peak productivity, each checklist item is paired with tips to help you work smarter, save time, and redirect your focus elsewhere—such as 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!