Open Enrollment season always arrives sooner than you expect. Agents who delay their preparations often find themselves overwhelmed. Don’t let this happen to you.
To ensure a smooth, profitable enrollment period, you need your marketing toolkit prepped by late summer.
Here are the top 5 marketing materials every health insurance agent should have ready to go for the upcoming AEP and OEP.
Clients rarely keep track of enrollment periods themselves—they rely on your expertise and reminders.
Send a personalized welcome-back email or letter in early fall. It should:
Remind them of key dates (like AEP starting October 15)
Encourage scheduling a review appointment
Set clear expectations for future communications
Additional Tips:
Personalize the Message: Reference your client's current plan, health needs, or past conversations to strengthen engagement.
Explain "Why": Briefly remind clients why annual coverage reviews matter (changes in medications, new plan options, potential savings).
Keep it Simple: Avoid complex language or insurance jargon—use clear, straightforward explanations.
Create Urgency: Remind clients that appointments fill quickly and booking early ensures they get their preferred consultation slot.
Provide Multiple Contact Options: Clearly include your phone number, email address, and scheduling link to make it as easy as possible for clients to reach you.
Send Follow-Ups: After the initial email or letter, consider a friendly follow-up call or message to clients who haven’t responded yet.
Template snippet:
"Hi [Client Name],
It’s almost that time again—Medicare’s Annual Enrollment Period kicks off October 15, and I’m here to help you find the best-fit plan for 2025. Let’s review your current coverage and see if anything’s changed. Book your consultation today."
Want a ready-made version? The Quotit AEP/OEP Toolkit includes plug-and-play email templates.
**Make sure you're following all CMS guidelines for marketing during AEP.
Enrollment dates can confuse clients, so simplify their experience with a one-page handout clearly outlining key dates and action steps:
Essential dates for clients in 2025:
October 15–December 7: Medicare AEP – Change Medicare Advantage or Part D coverage.
January 1–March 31: Medicare Advantage Open Enrollment – Switch MA plans or return to Original Medicare.
November 1–January 15: ACA Open Enrollment – Enroll or modify under-65 plans (state dates vary).
Helpful tips to include:
Gather current medication and provider information.
Schedule appointments early—availability fills quickly.
Pay attention to notifications about changes in current plans.
Regularly verify coverage for preferred doctors and medications.
Review new plan options even if satisfied with your current coverage—new benefits or savings might be available
This timeline can be printed or digitally shared to enhance client meetings.
Agents who overlook ancillary products like dental, vision, and hospital indemnity coverage leave money on the table—and their clients underserved.
Create concise one-page summaries for each product, clearly explaining:
Product Benefits: Highlight key features such as routine care, preventive coverage, and cost savings. Make sure the client sees immediate value in how these coverages protect their overall health and finances.
How Ancillary Products Complement Medical Plans: Clearly illustrate how these products fill common gaps left by Medicare or ACA coverage (e.g., dental care, vision exams, unexpected hospital stays, or critical illnesses).
Pricing Examples and Coverage Options: Provide straightforward, easy-to-understand examples of monthly premiums, coverage limits, and common scenarios when ancillary coverage would significantly reduce out-of-pocket expenses.
Real-Life Scenarios: Share relatable, short examples or testimonials of clients who've benefited from ancillary products. This humanizes your offering and makes benefits tangible.
Frequently Asked Questions (FAQs): Anticipate common client concerns such as coverage exclusions, enrollment periods, or waiting periods. Address these upfront to build trust and eliminate potential barriers.
Visual Appeal: Design your one-pagers with clear headings, bullet points, and visually appealing elements (icons, graphics, etc.) to boost readability and retention.
Additional Tips:
Bundle Effectively: Present ancillary products as valuable add-ons during client reviews, demonstrating comprehensive care.
Digital Distribution: Include these one-pagers as email attachments or downloadable PDFs from your website, making them easily accessible.
In-Person Use: Keep professionally printed copies available for face-to-face meetings or community events to enhance credibility.
💡 Quotit’s quoting tools streamline ancillary product sales, making cross-selling simpler.
First impressions count. A professional, organized proposal builds client trust and clearly demonstrates your expertise.
Your standardized template should include:
Side-by-side plan comparisons
Concise benefit summaries
Professional branding and agent contact details
Clearly structured proposals increase client confidence and decision-making ease.
💡 Use Quotit’s proposal builder to quickly craft attractive, client-ready proposals.
Having a consistent and engaging social media presence during Open Enrollment is key to staying top-of-mind without needing viral reach.
Create and schedule a series of engaging social posts designed to:
Announce Key Enrollment Dates: Clearly remind followers when enrollment periods begin and end, using visually appealing graphics that immediately catch attention.
Highlight Important Deadlines: Use countdown graphics and timely reminders (“Only 7 days left!”) to drive urgency and action.
Provide Educational Tips: Share quick, helpful insights—like plan comparison tips, FAQs about Medicare and ACA changes, or advice on how clients can prepare for their annual review.
Showcase Client Testimonials: Use short, authentic quotes or success stories (with permission) to build trust and showcase your expertise.
Prompt Consultation Bookings: Regularly remind your followers how simple it is to book their annual consultation through your posts, including clear links to your scheduling tool or website.
Additional Tips to Boost Engagement:
Use Branded Visuals: Maintain visual consistency using your agency’s colors, logos, and fonts to strengthen brand recognition across posts.
Mix Up Your Content Formats: Alternate between image graphics, short videos, carousels, and LinkedIn polls to keep your audience engaged and boost algorithmic reach.
Encourage Interaction: Always include a question, poll, or call to action like “Tag a friend who needs a coverage review!” or “What's your top healthcare priority this year?” to spark conversation.
Post Consistently: Develop a simple posting calendar to ensure regular visibility (e.g., twice per week leading up to Open Enrollment, then weekly thereafter).
Boost Posts Strategically: Consider modestly boosting critical posts, like announcement posts or deadlines, to ensure maximum reach and visibility among your client base.
The great news? You don’t have to do everything yourself.
The Quotit AEP/OEP Toolkit has comprehensive resources ready-to-use, including email templates, timelines, ancillary product sheets, proposals, and social media content.
Preparing your marketing materials early means less stress, higher efficiency, and more successful client interactions during Open Enrollment.
Begin assembling your toolkit now to become the proactive, reliable agent clients trust and refer. Need assistance? Quotit is here to simplify your process.