Open
Enrollment Kit
The following are great tips for you to make the
most out of this open enrollment.
Open
Enrollment Kit
The following are great tips for you to make the most out of this open enrollment.
Tips For Open Enrollment
1. Start by first contacting your
existing customers:
Focus on retention by providing better customer
service to your current BOB and assisting them with
their plan renewal.
2. Always have your BOB
information organized:
Make specific folders to store all your customers’
applications and supporting documentation.
3. Schedule and track customer
appointments:
Make sure you keep your calendar organized to avoid
having conflicts.
4. Stay organized during and
after Open Enrollment:
Take advantage of the strategies you use during open
enrollment and maintain them throughout the entire year.
5. Update your customer information:
Use this time of the year to update your BOB
information, not only for enrollment purposes but also
to have some insights and set cross-sales strategies
after Open Enrollment.
6. Follow up after AEP:
Don’t lose contact with your customers after
enrolling them. Make sure to provide them with the support and
customer service they always require.
7. Respect COVID protocols:
It is necessary to understand your customers’ current
situation and needs. Make sure you adapt your services
by using all the available digital tools to complete the
enrollment process online. If you need to meet your
customers in person, respect all the safety protocols.
Tips For Open Enrollment
1. Start by first contacting your existing customers:
Focus on retention by providing better customer service to your current BOB and assisting them with their plan renewal.
2. Always have your BOB information organized:
Make specific folders to store all your customers’ applications and supporting documentation.
3. Schedule and track customer appointments:
Make sure you keep your calendar organized to avoid having conflicts.
4. Stay organized during and after Open Enrollment:
Take advantage of the strategies you use during open enrollment and maintain them throughout the entire year.
5. Update your customer information:
Use this time of the year to update your BOB information, not only for enrollment purposes but also to have some insights and set cross-sales strategies after Open Enrollment.
6. Follow up after AEP:
Don’t lose contact with your customers after enrolling them. Make sure to provide them with the support and customer service they always require.
7. Respect COVID protocols:
It is necessary to understand your customers’ current situation and needs. Make sure you adapt your services by using all the available digital tools to complete the enrollment process online. If you need to meet your customers in person, respect all the safety protocols.
Federal Poverty Level guide
Have your Federal Poverty Level guide accessible when you are providing a quote
to ensure you review savings and subsidies tips.
Federal Poverty Level guide
Have your Federal Poverty Level guide accessible when you are providing a quote
to ensure you review savings and subsidies tips.