Video Summary
In this webinar, learn how to prepare for Open Enrollment Period (OEP) in the health sales industry. Explore essential strategies and best practices to successfully navigate OEP, covering key areas such as getting organized, preparing clients, and leveraging training resources. Learn practical tips to ensure you're well-prepared to assist clients during OEP, including effective communication and client engagement strategies, and how to create a comfortable and organized workspace.
Timestamps
(2:45) Figuring Out What You Already Have
Updating your files, organization
(5:20) The Basics
Client information
(11:54) Figuring Out What You Need
Getting yourself ready
(16:56) Organizational Tools
Getting organized your way
(27:21) Preparing your Clients
Keeping your clients informed
(30:10) Resources
Brokerage Bucks, contact information
