The open enrollment checklist for brokers



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

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Complete the form to access your open enrollment checklist for brokers