---
title: "Your OEP 2027 Playbook: Intake Links, HealthSherpa, And A CRM That Keeps Up"
description: "Open Enrollment 2027 starts November 1. Here's how to use the ACA Intake Link and the HealthSherpa ACA integration to enroll more clients with fewer hours."
url: https://unlockedcrm.ai/blog/healthsherpa-aca-oep-2027
canonical: https://unlockedcrm.ai/blog/healthsherpa-aca-oep-2027
category: "Strategy"
published: 2026-09-25
updated: 2026-09-25
last_updated: 2026-09-25
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/healthsherpa-aca-oep-2027
summary: "Open Enrollment for 2027 coverage runs from November 1, 2026 through January 15, 2027 in most states."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/healthsherpa-aca-oep-2027
source: unLocked CRM — AI CRM for insurance agents
---

# Your OEP 2027 Playbook: Intake Links, HealthSherpa, And A CRM That Keeps Up

## TL;DR

Open Enrollment for 2027 coverage runs from November 1, 2026 through January 15, 2027 in most states. Agents using unLocked CRM can prepare now: send ACA Intake Links to their book and lead lists in October, let clients self-report household and income details, then enroll through the live HealthSherpa ACA integration once the window opens — spending OEP hours on enrollments instead of data entry.

## Key data points

- Open Enrollment for 2027 ACA coverage runs November 1, 2026 through January 15, 2027 in most states; agents can collect client details before the window using unLocked CRM's ACA Intake Link.
- The HealthSherpa ACA integration in unLocked CRM launched in September 2026, in time for agents to build their OEP 2027 workflow before the November 1 start.

Open Enrollment for 2027 coverage opens November 1, 2026 and runs through January 15, 2027 in most states. Every OEP, the same thing happens: the agents who prepared in October enroll steadily for ten weeks, and the agents who didn't spend November doing intake instead of enrolling.

**This year, preparation is a link.**

## October: collect, don't call

Send your [ACA Intake Link](/aca-intake-link) to your book and your aged lead lists. Each client who completes it gives you:

- Household composition, ages, and tobacco use
- Income and address — the subsidy-deciding details
- Prescriptions, doctors, hospitals, and pharmacy
- Signed Permission to Contact and Consent for Agent Assistance

A client who stops halfway still reaches you with whatever they completed. By November 1, your pipeline is a list of prepped enrollments, not a list of phone numbers.

## November and December: enroll at volume

With the [HealthSherpa ACA integration](/integrations/healthsherpa) live, each prepped contact is a short path to enrolled: open the record, confirm the details, hand off to HealthSherpa, submit. Your OEP hours go to applications, not intake calls.

## January: retain what you enrolled

Every enrollment this OEP is a renewal reminder next OEP. unLocked CRM keeps the record, the documents, and the follow-up schedule, so the book you build this season compounds.

The window opens in five weeks. The playbook is ready when you are.

## FAQ

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## Related

- https://unlockedcrm.ai/blog/healthsherpa-aca-integration-live
- https://unlockedcrm.ai/blog/healthsherpa-aca-enrollment-workflow
- https://unlockedcrm.ai/blog/healthsherpa-aca-medicare-one-crm
- https://unlockedcrm.ai/blog/healthsherpa-aca-setup-guide

---

Source: [Your OEP 2027 Playbook: Intake Links, HealthSherpa, And A CRM That Keeps Up](https://unlockedcrm.ai/blog/healthsherpa-aca-oep-2027) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/healthsherpa-aca-oep-2027.