Open Enrollment Email Campaigns for Your Clients, Prospects & Agents
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See examples of email campaigns you should be sending your clients, prospects and agents this open enrollment season.
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Open Enrollment Email Campaigns for Your Clients, Prospects & Agents
- 1. Email Campaigns for Open Enrollment
- 2. Hello! I’m Tasha I’m here to show you some examples of email campaigns you could be running during this open enrollment season.
- 4. If you’re already storing your data within an agency management system, email campaigns are... Easy to set up Using the data already within your system, you can quickly and easily set up campaigns that will run based on the selections you make. Automatic Emails can be sent based on “triggers” such as status updates or date triggers. Appreciated Email is still a major way to reach clients and prospects. Your clients and prospects will appreciate that you are reaching out to help them with their needs.
- 6. 1. Renewal or effective date
- 7. Based on renewal date (1/1/2016) or anniversary of effective date: Dear [Client], Open enrollment season is upon us! Your policy [name/number] will expire on January 1, 2016. Please contact me at [phone number] or reply to this email to discuss your renewal options. I’m happy to help! Thanks, [Your name]
- 8. 2. Coverage type, client type or carrier
- 9. Based on coverage type, client type or carrier: Example for carrier type: Dear [Client], I wanted to inform you that [carrier] has changes that will occur after 1/1/2016 that I suggest you review [here]. Call me at [phone number] or email me with any questions you have—I would love to set up a time to meet or chat. Thanks, [Your name]
- 11. 3. Policy status
- 12. Based on policy status: When status goes from “pending” to “complete”: Dear [Client], As of today, we’ve received notification that your [health exchange] application has been approved and they have received all documentation. I will let you know if any other documentation is needed, and I will continue to update you as your application moves along the process. Thanks, [Your name]
- 14. To prospective clients | Email #1: Dear [Prospect], I wanted to reach out because open enrollment is right around the corner. Please let me know if you have any questions about coverage options—I would love to help. You can reach me at [phone number] or simply reply to this email. Thanks, [Your name]
- 15. To prospective clients | Email #2: Dear [Prospect], I just wanted to remind you that open enrollment begins on November 1st and I haven’t heard from you yet. Please let me know if you have any questions—I’m here to help! Thanks, [Your name]
- 16. To prospective clients | Email #3: Day open enrollment begins: Dear [Prospect], Open enrollment has begun! I would still love to help you out with getting the coverage you need. Please call me at [phone number] or reply to this email, and we can set up a time to chat about this. Thanks, [Your name]
- 17. 5. New clients
- 18. New client “thank you”: When policy status or individual status changes: Dear [Client], I wanted to reach out and thank you for your business. I look forward to working with you, and you can always reach me at [phone number] or [email address] with any questions or concerns you might have. Thanks, [Your name]
- 19. For your agents
- 20. 6. Date trigger
- 21. Based on open enrollment date: Dear [Agent First Name], This is a reminder to let you know open enrollment begins on November 1st. Make sure you have everything in order to reach out to all of your clients! Thanks, [Your name]
- 22. Tips for a smooth open enrollment season: Is your data within an agency management system? Does your agency management system have email capabilities? Are all of your individuals updated with the appropriate status (client, prospect, etc.) Are your policies within the system up-to-date? Do you actively collect an email address for all of your clients and prospects?
- 23. AgencyBloc’s Email Campaign feature
- 24. Thanks! Any questions? Check AgencyBloc out at: www.agencybloc.com 866-338-7075 info@agencybloc.com
Editor's Notes
- AgencyBloc is an agency management system that includes an Email Campaigns feature within it to help you strategically use your data and automate some communication. I help AgencyBloc clients set up campaigns with our Email Campaigns feature every day, and I’m here to pass along the information to help you have a positive open enrollment season.
- Let’s take a look at some example email campaigns you could set up….
- Automated campaign
- Mass email. Talk about ACA carriers -- **Tasha → you talked in the client webinar about how ACA carriers change a lot within the marketplace because they’re so new.
- Automated campaign. A lot of things need to be completed before an application can be confirmed or put in place.
- Using a “drip” campaign is helpful in this scenario.
- This email can be sent out days or weeks after the first email. Depends on your preference.
- Even though you may not have sent out the first two emails already this year, you can still send this one on its own on November 1st.
- Using a “drip” campaign is helpful in this scenario.
- open enrollment meetings, dates, deadlines, etc.
- Everything we talked about throughout this webinar, we can do within AgencyBloc which is an agency management system. Mike is going to drop a link to schedule a demo if you’re interested in seeing within the actual system how this can all work.
- Don’t forget to mention the ACAExpress integration