---
title: The open enrollment checklist for brokers | PeopleKeep
description: This checklist contains tasks and tips to help you prepare for your client’s open enrollment.
image: https://www.peoplekeep.com/hubfs/All%20Images/Featured%20Images/Open%20enrollment%20checklist%20for%20brokers_fb.jpg
---

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# The open enrollment checklist for brokers

**Guide**

---

![Open-enrollment-checklist-for-brokers-humaaan](https://www.peoplekeep.com/hs-fs/hubfs/All%20Images/Humaaans/Humaaans%20for%20pop-up%20forms/Open-enrollment-checklist-for-brokers-humaaan.png?width=400&height=400&name=Open-enrollment-checklist-for-brokers-humaaan.png "Open-enrollment-checklist-for-brokers-humaaan")

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.

### Complete the form to access your open enrollment checklist for brokers

Disclaimer: The information provided on this website is general in nature and does not apply to any specific U.S. state except where noted. Health insurance regulations differ in each state. See a licensed agent for detailed information on your state. PeopleKeep, Inc. does not sell health insurance.

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