For most brokers, preparing for open enrollment starts early. Getting a jump on crucial tasks means you’ll be better equipped to consult with your clients on their priorities and financial situations. But when there’s a lot to do, it’s easy to make a mistake—so we’re here to help!
This checklist contains tasks and tips to help you prepare for your client’s open enrollment, including:
- How open enrollment works
- Why early preparation for open enrollment is important
- The open enrollment checklist
- Post-open enrollment responsibilities
By clicking submit you agree to share your information with PeopleKeep.
