Wondering how you'll make it all work this OE?
Whether you're managing a large agency, just starting to build your downline, or focusing on your individual business, planning will be a key part of success in Open Enrollment 2026. Check out our action plans below and choose which is right for you.
.png?width=457&name=iStock-958437592%201%20(2).png "iStock-958437592 1 (2)")
Wondering how you can keep your agency on track in a swirling season? Streamline OEP readiness with our retention-focused Agency Action Plan to maximize your agents' productivity and plan to meet your business goals.
Looking to make the most of your season as an individual agent? Check our our Agent Action Plan for an easy to follow checklist of what you should be doing now and as Open Enrollment gets closer.
HealthSherpa is committed to helping agents and brokers navigate Open Enrollment as smoothly as possible. If you don't already have a HealthSherpa account, create a free agent account or request a demo for your agency today!
.png "Health Sherpa 05722 1 (2)")