Make Open Enrollment 2024 a seamless and successful experience for you and your clients.
Welcome to the Open Enrollment season for 2024! To help you navigate this process with ease and professionalism, we've prepared a collection of free text templates designed specifically for Open Enrollment 2024. These templates are tailored to various stages of the enrollment journey, from initial announcements to reminders and follow-ups. By utilizing these templates, you can enhance your communication efforts, provide valuable guidance to your clients, and ensure a successful enrollment season for all.
Feel free to adapt and personalize these text templates to suit your specific needs and client base during the Open Enrollment period in 2024, and discover the quick and easy process of integrating them into your TopBroker account below.
So, let's dive in and explore these ready-to-use text templates that will make Open Enrollment 2024 a breeze for you and your clients.
Template #1: Open Enrollment Announcement
Hi [firstname], It's that time of the year again! Open Enrollment for the Health Insurance Marketplace begins on Nov 1, 2023. I'm here to assist you in reviewing your 2024 health insurance options. When works best for you?
Template #2: Friendly Follow Up
Hi [firstname], I'm reaching out about health insurance options for 2024. Is there a good time or day for me to call you so we can go over plans?
Template #3: Last Chance Follow Up
Hi [firstname], Open Enrollment for 2024 health plans is ending soon. Do you still need help exploring your options?
Template #4: Scheduled Appointment Reminder
Hi [firstname], I look forward to our appointment today at [nextactiontime] to discuss your health insurance options. Talk to you then!
Template #5: Missed Appointment Follow-Up
Hi [firstname], I just tried calling you for our appointment to go over your health insurance options for 2024. Can you talk?
How to Add Your Templates in TopBroker CRM
Using TopBroker CRM, you can create and tailor text templates to match your unique client and communication requirements. Here's are the steps for adding the templates mentioned above to your account:
Login to TopBroker CRM
Open the Email and Text tab from the side menu
Select Text Templates
Click the button Create Text Template
Create a name for your new text template
Copy/paste the body of the message into the body of the template
Insert additional merge fields as needed
Select Create/Submit to save your new template
Don't have TopBroker CRM? Contact us to learn more or schedule a FREE live demo to discover what an organized CRM can do for your sales and book of business.
