Webinar, Open Enrollment, Enrollment Tips

Setting Yourself Up for Success in 2026

Get ready for a high-impact Open Enrollment season with a live training designed specifically for TBI clients, agents, and agency owners.

Open Enrollment comes around every year, but the agencies that consistently win treat it like a season, not a single date on the calendar. That’s exactly the focus of the upcoming “Open Enrollment Prep: Setting Yourself Up for Success” webinar, hosted by John Ross Hopkin with special guest expert Belynda DiCiaccio. This live session will be held on September 10, 2026, at 10 am CT, and is exclusively designed for TBI clients, agents, and agency owners who want to maximize opportunities and better serve their book of business.

Why This Webinar Matters for Open Enrollment 2026

For plan year 2026, the federal Marketplace Open Enrollment Period is scheduled from November 1, 2025, through January 15, 2026, with many state-based exchanges following similar timelines (KFF). That means your real work starts weeks—if not months—before November 1. This webinar will help you build a clear calendar of key dates, from outreach and education to final application deadlines, so you can avoid last-minute scrambles and coverage gaps for your clients.

Smart Enrollment Strategies to Elevate Your Results

John Ross and Belynda will walk through practical Enrollment Tips you can apply immediately. Expect guidance on:

• Segmenting your book of business by life stage, subsidy eligibility, and product fit to prioritize outreach.

• Using education-focused webinar and email campaigns to help clients compare plan options, networks, and total cost of care—not just premiums (Forbes Advisor).

• Balancing active and passive enrollment approaches so clients understand when they must take action to avoid losing coverage or subsidies.

These Open Enrollment strategies are designed to streamline your workflow, reduce errors, and create a smoother experience for both your team and your clients.

System Updates and Compliance Reminders You Can’t Ignore

2026 brings important system updates and compliance requirements that TBI agents and agencies must be ready for. The webinar will highlight:

• Marketplace rules like the temporary $5 minimum premium requirement for certain automatic reenrollments through December 31, 2026 (CMS).

• Expanded pre-enrollment verification for Special Enrollment Periods, which affects how you document eligibility and manage timelines.

• Updated model consent forms and audio scripts agents must use to confirm that clients have reviewed and approved application data (HHS 2026 Payment Notice).

These compliance reminders will help you protect clients, avoid regulatory issues, and maintain the trust you’ve built over time.

Sales Tips to Maximize Every Open Enrollment Conversation

Of course, preparation isn’t just about rules and systems—it’s also about revenue. During the webinar, John Ross Hopkin and Belynda DiCiaccio will share actionable sales tips tailored to Open Enrollment, including how to:

• Use simple comparison tools and stories to educate clients, not overwhelm them, building trust and higher close rates.

• Create urgency by clearly communicating deadlines and next steps, while still keeping the tone supportive and client-centered.

• Leverage follow-up systems so no lead, referral, or renewal opportunity falls through the cracks.

You’ll walk away with a clear playbook to turn your Open Enrollment pipeline into predictable, repeatable production—while still putting client needs first.

Reserve Your Spot and Set Your Agency Up for Success

If you’re a TBI client, agent, or agency owner who wants a smoother, more profitable Open Enrollment season, this live webinar on September 10, 2026, at 10 am CT is for you. Block the time on your calendar, invite your team, and come ready with questions about dates, enrollment strategies, system updates, compliance, and sales. A single hour of focused preparation now can shape your results for the entire plan year ahead.