When it comes to Open Enrollment, both Medicare AEP and ACA OEP move fast—and so should your technology. Whether you’re helping seniors review Medicare Advantage plans or guiding under-65 clients through ACA options, the right tools can make or break your sales season. The smoother your systems, the more time you’ll have for what matters: building relationships, closing sales, and staying compliant.
Here’s our list of the top five tech tools every health insurance agent needs to streamline operations, keep compliance headaches away, and most importantly, boost your AEP and OEP sales numbers this year.
1. Multi-Carrier Quoting & Enrollment Software
Speed is everything during enrollment season. A smart quoting platform lets you quote all the products you sell—Medicare, ACA (On and Off-Exchange), and ancillary plans like dental or vision—from one system.
Note: With Quotit, you can quote and enroll ACA Off-Exchange plans alongside ancillary products in one seamless flow. Medicare quoting and enrollment are fully supported too—but Medicare enrollment must be processed separately due to regulatory requirements.
The result? Less time hopping between carrier sites, fewer manual errors, and a better experience for your clients.
2. CRM with Automated Email & Drip Campaigns
Still manually sending out emails to your entire client base? Let’s put that relic in a museum where it belongs.
An effective CRM with email automation is a game changer. Here’s why:
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Automatically nurture leads and clients throughout the year.
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Segment your client lists (e.g., Medicare vs ACA clients) for personalized messaging.
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Send timely reminders about open enrollment, plan changes, and appointment scheduling.
Why agents love it: Your marketing practically runs itself, freeing up your time to sell. Plus, your clients feel valued because your outreach is timely, relevant, and personalized.
(PS: Quotit’s built-in CRM and marketing features can do all of this for you.)
3. Call Recording
Let’s talk compliance (stop groaning!). The Centers for Medicare & Medicaid Services (CMS) have tightened call recording requirements. If you're still using old-school phones, it's time for an upgrade.
Here's why agents now consider this essential:
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Assist in staying compliant by recording and securely storing calls.
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Easily review recordings for quality assurance.
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Resolve disputes quickly with accurate documentation.
Why agents love it: You can sleep easier knowing you're compliant—and bonus, you have clear call records to help you improve your client conversations.
Pro tip: Quotit offers integrated call recording so you can check compliance off your worry list.
4. Electronic Scope of Appointment & e-Signature
Anyone still drowning in physical paperwork during AEP needs a life raft. Luckily, there’s an easy solution: electronic SOAs and e-signatures.
Benefits include:
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Less clutter, fewer lost papers, and instant access to stored compliance docs.
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Client-friendly e-signatures—fast, convenient, and secure.
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Immediate documentation, reducing delays and compliance risks.
Why agents love it: No more paperwork mountains or chasing signatures. Clients sign from anywhere—phone, tablet, or laptop—and your documentation is compliant and ready when you need it.
Yes, Quotit has you covered here, too. Our platform features easy electronic Scope of Appointment and integrated e-signatures.
5. Enhanced Direct Enrollment for ACA
If you're enrolling ACA clients, Enhanced Direct Enrollment (EDE) is your secret productivity hack for Open Enrollment. Instead of sending clients through HealthCare.gov and praying they return, EDE lets you handle everything seamlessly.
With EDE, you can:
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Directly enroll ACA clients without leaving your platform.
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Reduce errors by eliminating multi-step processes.
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Keep client data organized and secure in one place.
Why agents love it: It streamlines ACA enrollment, reducing frustration and increasing successful enrollments. It's a win-win: happier clients and happier agents.
Quotit’s EDE integration makes ACA enrollments effortless—no redirects, fewer headaches.
Why Tech Tools = More Sales (and Sanity)
You’ve probably spotted the common thread here: the right tech stack doesn't just simplify processes—it actively grows your sales. From client nurturing to compliance, modern software turns you from overwhelmed agent to enrollment-season rockstar.
But you don't have to take our word for it. At Quotit, we've spent over two decades simplifying the lives of insurance agents just like you. Our software is built to streamline your workflows, free your time, and maximize every sales opportunity you encounter during Open Enrollment.
Ready to Level Up Your AEP/OEP Technology Stack?
Now’s your moment. Download our free AEP/OEP Success Toolkit, featuring ready-made templates, client retention strategies, compliance checklists, and much more, all geared to simplify your enrollment season.
Better yet, if you're ready to see how Quotit can truly revolutionize your daily workflow:
👉 Schedule Your Personalized Demo Today
When your tech works smarter, you don't have to work harder.
