Are You Ready for ACA OEP? 5 Things to Do Before November 1
November 1 kicks off the ACA Open Enrollment Period (OEP), and the final week before it begins is your last chance to set the stage for a smooth, profitable season. Whether you’re brand-new to ACA or a seasoned pro, these five actions will ensure you’re ready to hit the ground running.
1. Confirm All Certifications Are Complete
Most carriers require ACA certification through CMS’s Marketplace Learning Management System (MLMS) plus any carrier-specific training. Log in now to confirm:
- All required modules are passed
- Carrier portals are active and up-to-date
A missing certification could mean losing a sale.
2. Pre-Load Your Marketing
Don’t try to create campaigns mid-OEP. Schedule your email blasts, social media posts, and ad placements now. Focus on urgent messaging like “OEP is Here ; Let’s Find Your Best Plan.”
3. Warm Up Your Leads
Send out a “Ready for OEP?” email to existing clients and prospects. Let them know you’ll be contacting them soon and provide a quick list of what documents to have ready.
4. Audit Your Technology
Check your CRM, quoting tools, and enrollment platforms. Update any outdated contact info and make sure all integrations are working; nothing slows momentum like a tech glitch on Day 1.
5. Review Your Game Plan
Block out appointment times for the first two weeks of OEP. Keep mornings for new leads and afternoons for existing client reviews. This keeps your energy focused where it matters most.
Pro Tip:
We’ve built a ready-to-use ACA OEP Prep Checklist to walk you through every step of your pre-OEP setup.
Get the ACA OEP Prep Checklist
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