[Free Resource] 2027 Individual ACA & Group Benefits Open Enrollment Email & Text Message Templates

Using automation, agencies can save 100 hours on email notifications and reminders to clients, prospects, and agents every enrollment season. These email and text message templates will help you attract, convert, and retain clients — without the manual send.

Download the Templates

Put Automation Tools to Work This Open Enrollment Season 

Enrollment season is always hectic. Health insurance agencies have a lot on their plate: carrier updates, new products, client communication, lead follow-ups... the list goes on.

To take some of that off your plate, more agencies are turning to automation. Using an agency management system with built-in automation, agencies can save 50-100 hours in emails to clients/prospects and reminders to agents every Open Enrollment period. 

That's what Automated Workflows in AgencyBloc's AMS+ makes possible.

We've put together individual ACA and group benefits open enrollment email and text message templates to help you start automating this season. Use them to see what you can (and should!) hand off to automation this enrollment season.

Download the email and text message templates!

When does the enrollment season start?

The 2027 enrollment season for life and health insurance agencies kicks off on October 15, 2026, with the Annual Election Period. Open Enrollment Period starts on November 1, 2026. The Medicare Advantage Open Enrollment Period begins on January 1, 2027. 

How does an Agency Management System help with enrollment season?

An AMS keeps you on task and helps you get more done in less time during enrollment season. Workflow automation, personal task management, automated email campaigns, industry-specific reports, tailored lead forms, and integrated sales management are the tools that make the difference.

How do I use these templates?

The email templates work with any email campaign builder. To use the other integrated features, like Advanced Search and Automated Workflows, you'll need a subscription to AgencyBloc's AMS+ solution or an equivalent AMS with similar capabilities.