Surebridge: Three Questions to Ask During OEP

The Open Enrollment Period is a busy time. Clients are eager to review their health insurance options for the upcoming year, and agents are trying to meet with as many clients as possible. OEP is one of the best times to discuss ancillary products with your clients because they are reviewing their options and might be open to strategies that help reduce some of the out-of-pocket costs associated with healthcare. Incorporating ancillary products into the conversation is as simple as asking a few questions. If you have not started to talk to your clients about ancillary products, these questions will help you get started!