[Free PDF] 2020 Open Enrollment/Annual Election Period Checklist for Insurance Agents & Your Clients

Tackle Open Enrollment and Annual Election Period 2020 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

Open Enrollment is Almost Here!

The 2020 enrollment season is just around the corner, are you and your agents prepared?

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.

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. 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!


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 PDF now!

When does enrollment season start?

The 2020 enrollment season for life and health insurance agents kicks off on October 15, 2019 with Annual Election Period. Shortly after, Open Enrollment Period starts on November 1, 2019. Lastly, Medicare Advantage Open Enrollment Period begins on January 1, 2020. 

How does an Agency Management System help with 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 OE/AEP more efficient are workflow automation, personal task management, automated email campaigns, industry-specific reports, and tailored lead forms.

Is it too late to get an Agency Management System for the 2020 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.