Open Enrollment checklist for new agents

Open Enrollment is when most ACA business is written. Use this checklist to be ready on day one.

Before November 1

• Renew your FFM certification for the new plan year.
• Confirm your state licenses and E&O are current.
• Make sure your carrier appointments are active in every state you sell in.
• Practice the quoting flow on your personal quote page.

During Open Enrollment

• Review every existing client's plan for the new year. Prices and networks change.
• Record consumer consent before you act on anyone's behalf.
• Follow up on every lead within minutes. Speed wins.
• Turn on appointment booking so clients can schedule a call themselves.

After January 15

• Watch for Special Enrollment Period clients: moves, new babies, job loss.
• Track effectuation and commissions in the portal.

New to the business? Join the network to get training and support for your first season.