[Live Q&A] Industry-Expert Panel: Preparing for This Year's Open Enrollment Period

Listen to industry experts as we ask them about their tips for preparing for group enrollment season, what tools they're using, and how they're staying compliant.

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Enrollment Season Is Almost Here — How Are You Preparing?

We know that enrollment season is a busy time for life and health insurance agents. But a big contributing factor to how profitable and how productive you are is based on how you prepare. We've gathered industry experts on this panel to share their tips.

Some questions we asked included:

  • Which things do you do each year to prep for enrollment season?
  • What is your process to track and manage renewals and new business?
  • What are some of your techniques to increase client retention?
  • Which marketing techniques do you leverage to gather more prospects?
  • What is your #1 piece of advice for producers this year?

Join us on Thursday, August 18th at 2:00 PM CT!

Meet the Panelists:


Verlee Bishop

Employee Benefits Account Manager at SIMA


Zachary Tinsley
Agency Director at Swisher Insurance


Allison Babberl
Product Marketing Specialist at AgencyBloc

When is Open Enrollment Period (OEP)?

OEP starts annually on November 1st and ends on December 15th. It's an opportunity for brokers and producers to meet with their current clients to renew group and ACA plans and gather new business via prospecting. 

What tools will be crucial this enrollment season?

For starters, an agency management system (AMS) that helps your team manage prospects, clients, policies, commissions, sales, leads, etc. Having the tools to help you stay organized and ready to go is essential. 

Who is AgencyBloc?

AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation. All panelists are Members of The Bloc and will share their experience and advice on using AgencyBloc during and after enrollment season.