How to Streamline Open Enrollment with Automated Texting


14 November 2022


Philip Portman

Open enrollment season can be a stressful time for independent health insurance agents. With so many clients to keep track of and a limited amount of time, it can get overwhelmingly fast. That's why having a solid outreach and follow-up strategy is extremely important. Without one, agents can easily fall behind and lose potential customers.

One of the best ways to streamline the open enrollment process is by using text automation technology. Text Automation is a technology that allows users to send personalized messages in bulk, quickly and conveniently.

Using pre-written templates, agents can quickly, yet accurately, communicate with clients. This saves time and energy while maintaining the quality of customer service. Text automation allows agents to quickly send out personalized messages to clients at scale. With a few simple clicks, agents can send hundreds of texts within minutes, freeing up time for more important tasks.

Effective ways you can streamline open enrollment with automated texting

Here are some ways independent health insurance agents can use text automation during open enrollment season:

With Text Automation, agents can easily share important updates on open enrollment deadlines and changes in health insurance plans. Agents can also provide reminders on appointments, as well as updates on policy changes and new offers.

That's not all! Agents can also easily connect with clients about their claims and billing information; something that could take hours of back-and-forth phone calls or emails if done manually.

Text automation software makes it easy to send multiple personalized messages to clients at once. Agents can set up automated messages with personalized information about their client's health plan options, including enrollment deadlines and coverage details.

This helps ensure that clients have all the relevant information they need for open enrollment without agents having to manually send out reminders or answer countless questions.

Text automation also allows agents to stay in touch with clients throughout the open enrollment season. Agents can set up automated messages to thank clients for enrolling, provide helpful reminders about upcoming deadlines or changes in coverage, and answer commonly asked questions. This helps keep clients informed and enhances their overall experience with the agent.

In addition to helping agents stay organized during open enrollment season, text automation is also a great way to build relationships with clients. Agents can send automated messages that thank clients for their business or provide helpful tips and resources, such as information on how to save money on health care costs.

This shows clients that the agent is invested in helping them get the most out of their health plan while also strengthening the relationship between agent and client.


Overall, SMS automation is a useful tool for independent health insurance agents during open enrollment season. It can help agents stay organized and connected with their clients while also providing an enhanced experience that will keep clients coming back year after year!

So don't be afraid to take advantage of this amazing technology this open enrollment season—you won't regret it!

Philip Portman

Phil is the Founder & CEO of Textdrip and multiple other successful startups. He has built Landline Remover, Argos Automation, and Recruitdrip from the ground up. Read More

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