---
title: "Open Enrollment And Special Enrollment: One Intake Link For Both Rushes"
description: "OEP volume and year-round life-event leads both need the same thing: household, income, prescriptions, and signed consent. Here is how agents run both through one personal intake link."
url: https://unlockedcrm.ai/blog/aca-intake-link-oep-sep
canonical: https://unlockedcrm.ai/blog/aca-intake-link-oep-sep
category: "ACA"
published: 2026-09-18
updated: 2026-09-18
last_updated: 2026-09-18
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/aca-intake-link-oep-sep
summary: "Open Enrollment concentrates a year of intake into weeks; Special Enrollment spreads it across the year in unpredictable bursts."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/aca-intake-link-oep-sep
source: unLocked CRM — AI CRM for insurance agents
---

# Open Enrollment And Special Enrollment: One Intake Link For Both Rushes

## TL;DR

Open Enrollment concentrates a year of intake into weeks; Special Enrollment spreads it across the year in unpredictable bursts. The ACA Intake Link handles both — one personal link, included message templates for OEP, life events, and renewal checks, and partial submissions that never waste a lead.

## Key data points

- ACA agents use unLocked CRM's Intake Link for both Open Enrollment volume and Special Enrollment life events, with included message templates for each scenario.

ACA selling has two rhythms: the Open Enrollment rush, where a year of clients arrives in weeks, and the year-round drip of Special Enrollment — a lost job here, a new baby there. Both need the same five things from the client.

**One personal intake link covers both.**

## Open Enrollment: volume without the bottleneck

During OEP your calendar is the constraint. Every first call spent on data entry is an enrollment you did not finish. Text or email your intake link to every lead and every renewing client the moment they raise a hand — the included Open Enrollment template is ready to send. They fill in household, income and address, and prescriptions with dosages on their own time, and sign the Permission to Contact and Consent for Agent Assistance inside the flow.

You open each contact already knowing what they qualify for, and your limited November hours go to quoting and enrolling.

## Special Enrollment: speed while the window is open

Life events open short windows. When a client tells you they lost coverage, moved, or had a child, the life-event template delivers your link in seconds — and the intake is done the same day, signatures included, while the window is wide open.

## Renewals: the annual check without the chase

Plans, prices, and subsidies change every year. The renewal-check template sends your link to last year's clients so updated income and household details arrive before your review call — no phone tag in December.

## Nothing falls through

Every step after the first can be skipped, and a client who stops halfway still lands in your CRM with whatever they gave. In the OEP rush, that is the difference between a workable lead and a lost one.

Start with the [ACA Marketplace Intake Link](/aca-intake-link) page.

## FAQ

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## Related

- https://unlockedcrm.ai/blog/aca-intake-link-announcement
- https://unlockedcrm.ai/blog/aca-intake-link-first-call-workflow
- https://unlockedcrm.ai/blog/aca-intake-link-vs-phone-intake

---

Source: [Open Enrollment And Special Enrollment: One Intake Link For Both Rushes](https://unlockedcrm.ai/blog/aca-intake-link-oep-sep) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/aca-intake-link-oep-sep.