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2024 Open Enrollment Email Templates for Health Insurance Agents

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 email 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 email 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 email templates that will make Open Enrollment 2024 a breeze for you and your clients.


Template #1: The Open Enrollment Announcement

Subject: Open Enrollment 2024 is Here - Time to Secure Your Health Coverage!

Dear [Recipient's Name],

I hope this message finds you well.

It's that time of year again – Open Enrollment for health insurance is officially underway! This is your opportunity to review your current coverage, explore new options, and ensure you have the best plan for your needs.

Here are some key dates to keep in mind:

Open Enrollment Period: November 1, 2023 to December 15, 2023

Coverage Start Date: January 1, 2024

I'm here to help you make informed decisions about your healthcare. Please call [your phone number] or reply to this email to arrange a time to begin the enrollment process.

Warm regards,

[Your Name]

[Your Contact Information]

Template #2: The Friendly Reminder Email

Subject: Don't Miss Out on Open Enrollment - Act Now!

Dear [Recipient's Name],

This is a friendly reminder that the Open Enrollment period for health insurance will be ending on December 15, 2023. Time is running out to secure or update your health coverage for 2024.

I would like to set up a time to review your health insurance plan and ensure you have the coverage you need for the year ahead. Remember, your health and peace of mind are priceless.

Please call [your phone number] or reply to this email to arrange a convenient time to begin the enrollment process.

Best regards,

[Your Name]

[Your Contact Information]

Template #3: Last Chance Reminder

Subject: Final Call for Open Enrollment 2024 - Don't Delay!

Dear [Recipient's Name],

This is your last chance to enroll in or make changes to your health insurance coverage for 2024! Open Enrollment ends on December 15, 2023, so don't miss out on the opportunity to secure the best plan for your needs.

If you're unsure about your options, I'm ready to assist you and guide you through the enrollment process. Kindly contact me at [your phone number] or simply respond to this email to get started.

Remember, your health and well-being are our top priorities. Act now to ensure you have the coverage you need for the upcoming year.


[Your Name]

[Your Contact Information]

Template #4: Thank You & Next Steps

Subject: Thank You for Enrolling in Open Enrollment 2024

Dear [Recipient's Name],

Your health coverage is now secured for 2024. Thank you for taking the time to meet with me and for choosing [Your Agency] to assist you with your health insurance needs. I greatly appreciate your trust in my services.

Here are your next steps:

Make Your First Payment: Your coverage won't start until your pay your first premium. Follow the instructions provided by your insurance company about how to make this payment, and make sure to continue to pay your monthly premiums on time to ensure your coverage stays active.

ID Cards and Welcome Packet: Look out for your new insurance ID cards and a welcome packet in the coming weeks. These will provide important details about your coverage.

Start Using Your Coverage: Once your coverage is active, you can use it to help cover medical expenses. Update your current provider with your new plan information and schedule an appointment for medical services.

Keep Us Updated: If your income or household changes during the year, contact us as soon as possible for steps on how to update your application.

If you ever have questions or need assistance with your health insurance, please don't hesitate to reach out to me. I'm here to support you on your healthcare journey.

Warm regards,

[Your Name]

[Your Contact Information]

Template #5: The Plan Recap

Subject: Your 2024 Health Plan Summary & Ongoing Support

Dear [Recipient's Name],

We extend our warmest congratulations on successfully securing your health plan for the year 2024! At [Your Agency], we take immense pride in serving you, and we're dedicated to providing continuous support for all your health insurance needs.

Below, you'll find a concise summary of your new health plan:

Plan Details:

  • Product #1

  • Product #2

  • Product #3

Total Monthly Premium: $XXX.XX

Your commitment to securing the right health coverage is a significant step toward safeguarding your health and well-being, and I'm here to ensure that you experience the full benefits of your chosen plan. If you ever have questions or need assistance with your health insurance, please reach out to me.

Once again, congratulations on your new health plan for 2024. I greatly appreciate your trust in [Your Agency] and look forward to being your dedicated partner in all matters concerning your health and insurance.

Warm regards,

[Your Name]

[Your Contact Information]


How to Add Your Templates in TopBroker CRM

Using TopBroker CRM, you can create and tailor email templates to match your unique client and communication requirements. Here's are the steps for adding the templates mentioned above to your account:

  1. Login to TopBroker CRM

  2. Open the Email and Text tab from the side menu

  3. Select Email Templates

  4. Click the button Create Email Template

  5. Create a name for your new email template

  6. Copy/paste the template subject line or create your own

  7. Copy/paste the body of the message into the body of the template

  8. Insert additional merge fields as needed

  9. 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.


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