This is Post #2 in our Open Enrollment for Health Insurance Series.
New to this series? Start with Post #1
If you’re just joining our Open Enrollment for Health Insurance Series, begin with Post #1: The Moment to Show Clients You’re Paying Attention so you can follow the full context from the beginning.
TL;DR
Don’t overthink your email strategy this Open Enrollment Period for Health Insurance (Nov 1–Jan 15). Use these three pre-built email templates designed to help you communicate clearly, save time, and show up as the trusted advisor your clients rely on. Each one is practical, personal, and purpose-driven; no fluff, no spammy language, just real value.
Let’s be honest:
You already have enough on your plate. Between client work, renewals, and policy updates, the last thing you need is another blank email draft staring back at you.
That’s why we’ve created three email templates that are simple, adaptable, and built to connect. You can copy them as-is, personalize them with your tone, or plug them straight into your CRM for automated follow-ups.
Each one aligns with where your clients are mentally during Open Enrollment—overwhelmed, uncertain, and looking for someone to make things simpler.
Template 1: The Simple Reminder
Subject: A Quick Note About 2025 Health Insurance Open Enrollment
Body:
Hi [Name],
Just a quick reminder that the Open Enrollment period for 2025 health insurance runs from November 1 through January 15. It’s the perfect time to review your current coverage and make any necessary updates.
I know this process can feel overwhelming, but tackling it early can save you stress later. If you’d like to talk through your options or make sure you’re still getting the best plan, I’m here to help.
— [Your Name]
Best for: Early November, as a light, proactive reminder.
Template 2: The Helpful Guide
Subject: 3 Things to Review in Your Health Plan This Year
Body:
Hi [Name],
With Open Enrollment approaching, here are three key questions to ask before you renew or change your health plan:
- Have your premiums or deductibles changed?
- Are your preferred doctors still in-network?
- Does your coverage still match your health or family needs for 2025?
A few quick checks can prevent surprises next year. If you’d like help reviewing your plan or comparing options, let’s schedule a short call.
— [Your Name]
Best for: Late November, when clients are considering updates but haven’t acted yet.
Template 3: The Value Offer
Subject: Don’t Let Open Enrollment Steal Your Focus
Body:
Hi [Name],
I know your time is best spent growing your business—not getting lost in insurance paperwork. To help, I’ve put together a quick [Checklist / Mini Guide] with the essential steps for Open Enrollment 2025.
[Insert link to your resource]
It’s designed to save you time, simplify decisions, and keep you focused on what matters most.
If you’d like a personalized walkthrough, I’d be happy to set one up.
— [Your Name]
Best for: Early December, especially for clients who haven’t taken action yet.
FAQs
1. What if my clients already know about Open Enrollment?
Even informed clients benefit from reminders. Most people are overwhelmed in November–December and appreciate being guided through:
- Deadlines
- Key plan changes
- Quick coverage checks
Action steps
Your emails add clarity; without adding to the overwhelm.
2. Can I reuse these emails for future Open Enrollment seasons?
Absolutely. The structure is evergreen: Reminder → Guidance → Value Offer. You can update dates, add new plan details, or attach new resources each year.
3. What should I attach or link in these emails?
High-engagement options include:
- A mini guide or checklist
- A “What changed this year?” summary
- A short scheduling link
A plan review request form
These are quick wins that help clients move forward and help you reduce back-and-forth.
4. How do I know if my Open Enrollment emails are working?
Track simple, meaningful metrics:
- Opens (did people see it?)
- Clicks (did they engage with your resources?)
Replies or scheduled calls (did it drive action?)
You don’t need complicated dashboards—just clear signals that clients feel guided.
5. Should I segment my email list for Open Enrollment?
If your CRM allows it, yes. Basic segmentation helps you deliver clearer guidance:
- Business owners often need checklists and compliance reminders.
Individual clients tend to need reassurance and coverage explanations.
A simple CRM tag like “client type” or “coverage type” is enough to personalize your tone and resources—no complicated workflows required.
Takeaway for Advisors and Accountants
Open Enrollment is not about selling; it’s about showing leadership when clients need clarity the most. Every reminder, checklist, or simple “How can I help?” email reinforces your role as their go-to expert.
So, skip the stress and use these templates as your shortcut to stronger client relationships this season.
Ready to keep your clients informed and your marketing effortless?
Contact Us to set up automated Open Enrollment email campaigns that deliver real results—without adding to your workload.
