tl;dr: The strongest Open Enrollment 2026 campaigns will come from advisors who start planning now; not in September. At Plum, we help financial professionals turn real data, real client behavior, and real campaign performance into next year’s marketing strategy. This is a chance to refine what worked, eliminate what didn’t, and build a sharper, more intentional plan. Months ahead of the rush.
The window closes, but the lessons stay open
Open Enrollment 2025 for health insurance is officially behind you. Campaigns have wrapped. Clients have made their decisions. And every channel—email, direct mail, webinars, LinkedIn—finally gets a moment to slow down.
But right now, while everything is still fresh, is the best time to document what actually moved clients toward action.
This isn’t about celebrating wins or replaying mistakes.
This is about turning the entire OEP 2025 cycle into clear, strategic direction.
As your marketing partner, we’ve seen the same pattern every year: advisors who capture insights now start OEP stronger, earlier, and with fewer surprises.
The 20-Minute Method
Set aside 20 minutes this week. No reports. No dashboards. Just clarity.
Answer these three questions, and you’ll have the foundation for your OEP 2026 marketing plan.
1. What sparked real client engagement?
Review every channel you used. Identify what actually generated responses—not impressions or reach, but real interaction.
Maybe it was:
- The coverage-checklist email that clients forwarded to family
- The LinkedIn post where advisors shared clear, practical guidance
- The webinar or seminar where people stayed until the last slide
- The physical mailer clients mentioned on the phone
- The reminder text that got same-day replies
These are your relevance signals.
Your 2026 campaigns should start exactly here.
At Plum, this is the first thing we look for when we audit your OEP cycle—because what sparked engagement is what will scale next year.
2. What took more time than it returned?
Financial advisors often get stuck doing “all the things.”
But great marketing isn’t about doing everything; it’s about doing the right things.
If something didn’t convert, didn’t get attention, or created more friction than value, cut it.
Your 2026 plan should be leaner, sharper, and built around what drives action, not noise.
We’ll help you identify the channels, formats, and messages that actually moved your clients forward—and the ones that didn’t earn their spot.
3. What questions came up over and over?
Your clients’ repeated questions are not problems; they’re content signals.
If you kept hearing:
- “How does this impact my cash flow?” → That’s a webinar topic.
- “What does deductible vs. out-of-pocket mean again?” → That’s your next guide.
- “Can you compare plans for me?” → That’s a step-by-step email or checklist.
This is the blueprint for your 2026 content strategy.
At Plum, we turn these questions into content calendars, educational assets, and campaigns that build trust long before enrollment opens.
Plan with intention. Not pressure
Before you move on, take five minutes to drop a reminder in your calendar:
“OEP 2026 Strategy. Start Here”
Attach your answers to these three questions.
When next fall arrives, you won’t be improvising—you’ll already be ahead.
Your future self (and your future conversion rate) will thank you.
FAQs
Why should advisors plan for OEP 2026 now?
Because waiting until September forces you into reactive marketing. Planning now—while performance, client behavior, and results are fresh—lets you build a strategy rooted in data, not guesswork. A few minutes today can save weeks of scrambling next fall.
What if I didn’t market enough during OEP 2025 to have “lessons learned”?
That is your lesson: you need a simpler, earlier structure.
For 2026, commit to one clear action—like sending a checklist email before OEP starts. Consistency beats complexity.
How can I track insights without adding more work?
Create a folder called OEP 2026.
Add two simple docs: What Worked and Client Questions.
Drop notes throughout the year.
By January or March, you’ll have everything you need—without building a single “official report.”
Ready to turn your 2025 lessons into a smarter OEP 2026 strategy?
Plum helps financial advisors build clear, data-driven marketing plans that convert—not overwhelm.
Let’s map out your next enrollment campaign. Contact us today.
