[Free Resource] 2020 Open Enrollment Email Templates for Insurance Agencies

Using automation, agencies can save 50-100 hours in email notifications and reminders to clients & agents every open enrollment period. These email templates help you understand what you can (and should!) automate this OE season.

Download the Templates

Put Automation Tools to Work This Open Enrollment Season 

Open enrollment period is always a hectic time of year. Life and health insurance agencies have a lot to handle during this time: carrier updates, new products, client communication, lead follow-ups... the list goes on.

To combat some of this, many agencies are turning to automation. Using an agency management system with built-in automation, agencies can save 50-100 hours in email notifications to clients/prospects and reminders to agents every Open Enrollment period. 

Using Automated Workflow in AgencyBloc, it's all possible! To help you start thinking about automation, we put together these email templates. These templates will help you understand what you can (and should!) automate this OE season.

What You'll Get:

You'll get a Word doc and PDF version of 6 email templates (some have more than 1 email in the series), with instructions on which tools you'd use in AgencyBloc to set these up and how you would do it.

Download the Email Templates!

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.

How do I start using these templates?

The email templates are usable regardless of the email campaign builder you have. However, to use the other integrated features like Advanced Search, Automated Workflow, etc., you must have a subscription to AgencyBloc or an equivalent AMS with similar capabilities.