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The ACA open enrollment call playbook

A short, practical PDF for ACA agencies: plan your tracking numbers before November 1, handle the call surge, and find out after January 15 which sources were worth it.

Cover of the ACA open enrollment call playbook

What is inside

  • The season at a glance: the HealthCare.gov dates for 2027 coverage, and a reminder to check your state’s own marketplace.
  • Before the season: a number plan worksheet: one tracking number per source, its label and the line it rings.
  • During the surge: a daily routine for missed calls, and a weekly review sheet by source.
  • After January 15: ranking sources by cost per policy and deciding what to keep for special enrollment and Medicare season.

The playbook works whatever call tracking you use. It explains where VereTel fits, and it is honest about what VereTel does not do yet. Numbers are not on sale yet. Create a free account and ask to be told when they are. Prefer to read online? Start with the ROI calculator.