Surviving OEP

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
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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.

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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.

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!

Start Quoting with Medicare Quote Enginge Today!