Open Enrollment for 2023 runs from November 1, 2022–January 15, 2023. It’s never too early to get ready for your increase in sales and In this guide, you’ll find articles to help ensure you have a successful Open Enrollment period. 

Whether you’re a newly appointed agent or have been a part of the Liferaft team for a while, these articles are a helpful resource to remind you of platform features and how to sell Liferaft products.

Agents can quote clients in bulk by uploading a CSV of potential prospects into the broker portal. Liferaft will generate your completed quotes, and you can share a saved quote directly with your clients for their review–saving you the hassle of inputting all the information yourself. 

Once the quote is bulk uploaded into the Liferaft platform, you can make changes as necessary or proceed to the application to complete a new policy enrollment. 

The Leveraging Your Quoting Tool article is an excellent source for learning more about this feature.

Liferaft is a 100% digital platform for agents and clients, which may be a bit different from how other companies work. And on top of that, insurance can be confusing or intimidating, leading to clients having questions about their policy or platform. 

In the article, Set Your Clients Up for Success, agents can learn more about the client portal. You’ll learn how clients submit a claim and how they make their monthly payments. The article also discusses how agents can add additional policies to an existing client's account, which is essential to know before OEP.

Liferaft’s supplemental policies pair well with any type of major medical insurance, and any client can enroll in these guaranteed-issue products. And with the recently added dental and vision policies to the Liferaft platform, bundling these different products became much more manageable.

The article, Pairing Liferaft with Health Insurance, discusses the importance of supplemental insurance and how offering these products to clients will expand their coverage and reduce their financial burden. 

This article dives into different flyers agents can request to share with their clients, a summary of Liferaft products, and tips to make sure clients understand the basics of how health insurance works.

With many health insurance policies expiring, now is a great time to reach out to prior clients to see if they are interested in renewing or changing their health care. When you send them a new quote for coverage, make sure to show them how they could expand their coverage with Liferaft supplemental products. 

Since last year, Liferaft has expanded to offer dental and vision products. So even if you’ve pitched Liferaft to clients before, focusing on our new products is a great way to start the conversation about Liferaft supplemental offerings.  

The Typical Liferaft Buyer is a great guide to learning about typical buyer personas, different selling techniques, and successful pitch ideas.