Open Enrollment 2026 is a high-pressure period, but lead prospecting can be optimized through the power of referrals. This technical guide explores how insurance agents can turn satisfied clients into new leads, using a CRM to identify promoters, automate referral requests, track references, and manage a reward program. Discover how this strategy not only reduces acquisition costs but also strengthens your book of business and builds client loyalty during OE.

Discover the CRMDAY solution at www.crmday.net