Don’t Start Open Enrollment Without This IFM Checklist

Sept. 2, 2026

Applies to Individual & Family Markets

Open Enrollment for PY2027 coverage runs from Nov. 1 through Jan. 15. While that gives clients time to enroll, the most successful Open Enrollment starts with preparation. That’s why we’ve created an Open Enrollment Checklist to help you stay organized, plan ahead and keep your clients on track from start to finish.

This downloadable resource breaks Open Enrollment into simple phases so you can focus on what matters most: helping your clients make confident coverage decisions.

The checklist walks you through key activities for every stage of Open Enrollment, including:

• 60-30 days before Open Enrollment
• Before Open Enrollment
• Open Enrollment—existing clients
• During Open Enrollment—new clients
• Final week before deadline
• After Open Enrollment

You can also download the Open Enrollment checklist on the IFM Sales Tool Kit.