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We’ve seen too many inefficiencies fly under the radar and hold companies back. Our expertise in through-channel marketing and field sales support enables small marketing teams to support distributed sales forces at scale.

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Lora's Take: Mastering Open Enrollment Readiness

Lora's Take: Mastering Open Enrollment Readiness

Open enrollment season is a critical period for healthcare companies, requiring meticulous planning and execution. With years of experience working with some of the nation's largest health insurance companies to prepare for AEP/Open Enrollment, I have seen firsthand the transformative power of a well-organized strategy. Our intelligence-based software at Triptych not only simplifies member acquisition but also accelerates revenue growth by making marketing and sales efforts more efficient. With open enrollment fast approaching, preparing your team—mentally and with the right tools—to navigate through this frantic time effectively and seamlessly is a must. It's incredibly important to get your team ready for open enrollment so they're set up for success.

Plan, Plan, Plan

The foundation of a successful open enrollment campaign is thorough planning. It might seem obvious, but the importance of planning cannot be overstated.

  • Work the Plan: Once your plan is in place, follow it diligently. This includes scheduling regular meetings through October to ensure everyone is on the same page and any issues are addressed promptly.

  • Set Clear Priorities: Determine what needs to be tackled first, second, and third. Establishing these priorities early on helps to keep the team focused and efficient.

Embrace Flexibility and Improvement

Just because a strategy worked last year doesn’t mean it’s the best approach this year. Be willing to step back and evaluate.

  • Post-Mortem Analysis: Conduct a formal post-mortem after the enrollment period to assess what worked and what didn’t. Smaller, ongoing sessions throughout the year can also provide valuable insights and adjustments.

  • Encourage Adaptability: Life happens, and plans might need to change. Encourage your team to be agile and adaptable, adjusting strategies as necessary.

Prevent Burnout

Maintaining high energy and motivation throughout the enrollment period is crucial.

  • Schedule Downtime: Plan for time away to avoid burnout. Blocking off time a couple of times per month can help your team stay refreshed and productive.

  • Promote Team Bonding: Foster a strong team dynamic by organizing bonding activities before, during, and after the enrollment period. Kick off the season with an energizing workshop and continue to build team spirit throughout.

Resource Planning and Team Building

Having the right resources and people in place can make all the difference.

  • Right People, Right Seats: Ensure you have the right team members in the appropriate roles. This alignment is key to efficient operations and successful outcomes.

  • Utilize the Right Tools: Equip your team with the necessary tools to execute their tasks effectively. At Triptych, our software is designed to streamline these processes, making it easier to manage marketing and sales efforts during even the craziest and most chaotic selling periods.


Open enrollment is a demanding time, but with careful planning, flexibility, and the right support, your team can navigate it successfully. Remember, “We have to get our ducks in a row, but often we don't have ducks, we have squirrels.” This highlights the importance of wrapping structure and process around your activities to manage the unpredictability effectively.

At Triptych, we're here to support you every step of the way. Check out our Healthcare resources for more information.

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