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Are You Ready for Open Enrollment?

General News
Published October 21, 2019

Feeling a little overwhelmed about the start of open enrollment? Don’t worry—we’re here to help. To ensure you’re ready to tackle another selling season head on, we’re providing a handy checklist you can use to keep track of which activities you’ve completed so far—and what’s still left to do before November 1.

Using the checklist

Your open enrollment checklist makes it easy for you to view key action items and mark them as completed. We’ve even included links to resources that will help you take the following actions:

  • Complete the online training
  • Position and sell LifeWise plans
  • Talk to your clients about the LifeWise Primary network
  • Know the timeline for key dates that impact your clients

Take action now

Review the open enrollment checklist today. If you have action items to complete prior to open enrollment, don’t wait—November 1 is just around the corner.

For any questions about the checklist or resources provided, please contact your LifeWise sales executive. Happy selling!