[Free PDF] 2027 Open Enrollment & Annual Election Period Readiness Checklist

Tackle the 2027 enrollment season head-on by ensuring you've got all your bases covered with this helpful checklist for your agents and clients.

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Open Enrollment is Almost Here!

The 2027 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!

Download the Checklist Now!

April H.

"There is never going to be a good time to change your CRM. It was the beginning of Medicare OEP and our busiest time, but it was the best decision I've made for this agency."

—April H., Hartloff Benefit Solutions, LLC

When does the enrollment season start?

The 2027 enrollment season for life and health insurance agents includes:

  • AEP/Medicare Open Enrollment October 15th - December 7th, 2026
  • OEP November 1st - December 15th, 2026
  • Medicare Advantage Open Enrollment Period January 1st - March 31st, 2027
  • Part A/Part B General OEP January 1st - March 31st, 2027

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. Essential tools 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.

What is AgencyBloc?

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform that helps independent agencies, GAs, IMO/FMOs, and call centers grow their business using an insurance sales and servicing CRM, commissions processing, group quoting and enrollment, and more.