The 2026 Open Enrollment Playbook

Open enrollment season is when insurance brokers make their biggest impact — and face the most competition. This interactive flipbook explores how to prepare for 2026 with practical strategies for attracting new clients, retaining existing ones, and presenting benefit plans more effectively. It covers key trends shaping the industry and offers guidance on how to simplify communication, improve engagement, and stand out in a crowded market. Built as a digital flipbook, not a static PDF, this guide lets you explore insights and examples in a more dynamic, visual way.

Let me know if there’s anything else you need from me. Also, let me know when all the articles and ebooks are up on your site / The Independent and Wired. Looking forward to seeing them live. 

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