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AEP and OEP are just around the corner!

We’ve put together a tool kit to help you stay organized and successful during this year’s Annual Election Period and Open Enrollment Period

Our 2024 AEP & OEP Tool Kit includes:

  • A detailed timeline of what you should be doing, and when, to stay ahead of the AEP & OEP rush

  • Email templates for agents and brokers to stay in touch with their leads and clients during the busy season for cross-selling ancillary products and more

  • AEP & OEP specific goal-setting worksheets for agents and brokers looking to improve marketing and sales

  • Health insurance proposal templates to help you save time and create more professional quotes for your prospects and clients

  • Health insurance demystified: common terms explained to help you understand complex insurance terms and to better explain them to your clients

  • Training and Certification Checklist: to assist in preparing to sell insurance products during AEP & OEP 

  • Client Retention Checklist: to help ensure your clients are delighted throughout OEP/AEP.
toolkit preview

AEP/OEP Toolkit

Download Today!