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!