In this episode of the podcast, we dive into the growing complexity of Open Enrollment 2026 and how automation and artificial intelligence (AI) can become your best allies. With new changes in Obamacare (ACA) regulations and increasing pressure for efficient service, agents and insurance agencies are facing new challenges. We explore how automation and AI are essential tools to streamline operations, manage higher volumes, and reduce complexity. You’ll hear practical use cases like smart client triage, personalized communication, efficient document handling, and initial support via chatbots. To wrap up, we share a five-step checklist to help you start implementing automation and AI today—turning the challenges of OE 2026 into real opportunities for your business.
This episode is brought to you by CRM Day.