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
Client Authorization Form
All agents selling ACA plans are required to collect written client consent. Our Consumer Authorization form makes this easy.
ACA Consumer Authorization Live Call Script
Document marketplace consumer authorization with our easy-to-follow call script.
Verify Client Eligibility
ACA agents must also collect eligibility attestations from consumers. Use our Client Eligibility form to stay compliant with this requirement.
ACA Consumer Eligibility Application Attestation Call Script
Document marketplace consumer eligibility application attestations with our easy-to-follow call script.
Update Your CRM
Utilize the Ritter Platform's Clients tab to save notes on client contact methods, preferences, conditions, prescriptions, and coverage.
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
Make Selling Easier
Newsworthy Updates
ACA & Medicare Agents
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.
- 5 Myths About Selling ACA Health Plans
- Simplify Marketplace Enrollments with HealthSherpa
- Five Strategies to Sell More ACA Products
- FAQs About Selling On-Exchange & Off-Exchange Under-65 Plans
- When Do Short-Term Health Plans Make Sense for Your Clients?
- How Health Share Plans Measure Up to Real Health Insurance
- 4 Effective Techniques for Closing Insurance Sales
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 Agents
It can be lucrative to sell both ACA and Medicare insurance. If you're a Medicare agent wanting to serve a client's entire family or an ACA agent looking to build your Medicare pipeline, we can help!
