Surviving OEP

The Open Enrollment Period is officially here! We hope the resources below will prepare you to better serve clients and close Affordable Care Act sales in the busy season.

Things to Think About During the OEP

Essential paperwork and forms
How to streamline sales and help more clients
Important industry and compliance updates
Maximizing your sales with other products

CMS Model Consent Form

All agents selling ACA plans are required to collect written client authorization and confirm eligibility. Use CMS’ approved form to make it simple.

IntegrityCONNECT

Maintain client records and contracting information in one place.

Estimate Annual Household Income

Use Health Reform Beyond the Basics’ Income Calculation Worksheet to properly calculate your client’s income for their ACA application.

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Now’s the most important time of year for agents to sell ACA plans and help clients find coverage. These resources should help you complete all the steps you need in order to be the best agent you can. Click a topic to start learning.

Agent Essentials

Check out these resources to make sure you know everything you need to know and have all the forms and documents you need to stay compliant.

Make Selling Easier

Selling ACA insurance doesn’t need to be complicated. Read these articles to learn how to streamline your sales this OEP.

Newsworthy Updates

The insurance industry is always changing, and we make it a priority to make sure our agents are always in the know.

ACA & Medicare

It can be lucrative to sell both ACA and Medicare insurance. If you’re an agent wanting to serve a client’s entire family or build your Medicare pipeline, we can help!