OE is Coming. Time to Lay Out Your Game Plan

Lucas Zerbe
football game plan

A successful open enrollment means a lot more than ACA renewals and sales. It is about utilizing the time to reach out to all of customers and offer them the full spectrum of Compass Health Products. For many the process can seem overwhelming. However, if you prepare and stay organized OE 2022 could be your best one yet.

“Failing to prepare is preparing to fail” –  John Wooden – UCLA Men’s Basketball coach with 10 NCAA Championships

1.) Start with STM Customers – We know there is no set period or “OE” for STM customers but by synchronizing it with OE we allow are clients the opportunity to jump seamlessly to an ACA plan if ever it became medically necessary. Also, it is when people are thinking about
health insurance.

  • Review all your customers – Take time to look through your book and see who is up for renewal, turning 65, dependents turning 30. All are opportunities and should be your very first calls.
  • Do not neglect anyone – After you move through the first group. Then it is time for the check in calls. You should talk to your clients at least once per year if not more. While reaching out to see if all is well made sure you’re reinforcing the importance of Life with Living Benefits especially with COVID-19 reminding people how fragile life is we need to remind our clients we have protection to assist their families.

2.) Current ACA Clients – We want to spend the OE period gathering new Business. However often agents become buried in renewals because they waited to OE to begin to start on them. You have all their contact information why wait. Contact them now.   

  • Has anything changed? – Has their income went up or down, gotten married or divorced, had a child, turning 65 all are thing that would affect their ACA plans.
  • American Rescue Act – This could allow you to sell more USABLE than ever before. Most people never adjusted their subsidies in the middle of the year and have no idea their subsidy has been increased. When you look to do the renewal add Dental and Accident on each plan and present that as the first number for 2022. With the subsidy increase being given to most of our clients they may actual be paying less in 2022 with Full Benefits then they did in 2021 with just health insurance.
  • Do not Forget Life with Living Benefits – Remember Life with Living Benefits is for everyone. Who can afford to be out of work for 6 months to a year? NOBODY! Make sure you offer your ACA clients the opportunity to protect their families. Almost everyone can afford a dollar a day.
  • The Florida Blue ACA Advantage – with more ACA Competitors than ever now in the ACA space, knowing and understanding the litany of advantages FB ACA’s plans offer is key to your success.  The FB ACA product is head and shoulders above the competition not to mention having the #1 Brand.

The Florida Blue ACA Advantage
Tuesday, October 26th 2:00 PM
Register Here
No two agents will have the same OE Game Plan, but I think this will help you craft your Game Plan for Open Enrollment 2022! Do not wait start preparing today and this could be your best Open Enrollment Ever! 

Any questions please contact sales support in the home office. (772) 546 – 2299

More Blog Posts

Why selling USAble & Florida Blue Dental to all your potential and current clients is a MUST

Many ACA customers live 'paycheck to paycheck,' which is 80% of Americans. However, this does not mean they cannot afford anything. It means they budget their money in a weekly manner. We mustn't assume what a person can afford but instead make our recommendation...

Maximize your Opportunities

Agents are always looking for opportunities to increase their income. Often the solutions are right in front of us and because of that we miss them all together. The hardest part of our job is finding a prospect! Once we make a sale so many believe that the...

Medicare Update

As OEP came to an end, I want to take a moment to thank each and every one of you for your hard work over the past 6 months!  I know how busy these times can be while also maintaining a work life balance, and we thank you for helping us drive our mission at FB...

The SMART Way

Statistically, death is 100%. That’s no Joke.  Funerals could cost upwards of $20,000. That does not even include transportation. So, if anyone dies out of state, the average cost of transportation is $10,000, and the country’s average cost is $20,000. Add that to the...

Are You Marketing?

I read once a long time ago that you only get one chance to make a good impression. There is a lot of truth in that statement. Just think about the first time you met your significant other. You had your best smile on, and hopefully best dressed while at the same time...

Our Business is the Best – We Help People – STOP Selling on Price over Needs

When I formed Compass Health in 2007 – one of the core tenants was to select the Best Companies & Products to the individual under age 65 market.  Of course – since then – we have broadened the markets we serve to include the Senior and Specialty markets (Smart...

Marketing Technology of the Future Today

Business cards have been a stable in marketing since they were first used in China in the 15th Century. Back then they were called “Visiting Cards” and they were used by the Noble and Wealthy families as a promotion tool or to show they had stopped for a visit. In...

Democratic senators ask Biden administration to limit “junk health plans” that are not ACA-compliant

"Junk plans are leaving Americans with these tremendously expensive bills," says Xavier Becerra, secretary of Health and Human Services.By Alan GoforthAffordable Healthcare Ahead.Jim Vallee/Adobe Stock More than two dozen Democratic senators this week asked the Biden...

Meet Steve Ramsey our New Group Sales Director

I am pleased to introduce myself to the Compass Health Agent Team and look forward to meeting and working with everyone. Our President, Bruce Henry, asked me to write a brief Bio so you all understand my background.I was born and raised in Kentucky and now live in...

New Possibilities

So many people make New Year's resolutions to only found out later that they did not accomplish their New Year Goal. Our Society has basically brainwashed people into thinking that somehow magically you will lose weight, make more sales, buy a bigger house take that...

Call For a Free Quote