Handle open enrollment volume without adding agents.
Call volume spikes 3–5x every fall. Chatref answers deadline reminders, plan comparisons, and enrollment steps from your own content so your agents focus on the decisions that need a person.
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Why it matters
The problem this solves.
The challenge
Open enrollment floods member services with informational questions that have clear answers in your plan content.
What it costs
Wait times stretch past 20 minutes precisely when plan shoppers are comparing you with a competitor.
The Chatref way
Chatref absorbs the informational wave – deadlines, plan comparisons, enrollment steps – so agents handle complex decisions.
The Chatref solution
How Chatref handles open enrollment.
A plan shopper visits your website and asks about enrollment deadlines, plan differences, or next steps. Chatref answers from your plan content, captures their details for follow-up, and hands off to a live agent when they are ready to make a decision.
Real questions
What Chatref answers here.
When does open enrollment end for my health plan?
How do I compare health plans during open enrollment?
Can I switch plans during open enrollment?
What documents do I need to enroll in a health plan?
When will my new coverage start after I enroll?
Can I talk to someone about which health plan is right for me?
Loved by support teams
Health plans, handling open enrollment without the wait times.
How teams use Chatref to absorb enrollment question volume without adding agents.
Our open enrollment call volume used to spike so hard that wait times hit 25 minutes. Chatref absorbed the informational questions from our plan content and our agents focused on members who needed real guidance.
Plan shoppers used to abandon our site because they couldn't find deadline information. Now they get an instant answer and our brokers receive a warm lead.
It answers enrollment questions from our own plan documents. Members get accurate deadline and plan details without holding for an agent.
enrollment volume absorbed without adding agents
One widget handles English and Spanish enrollment questions from one content set. We didn't add a single seat to cover the enrollment season.
Can Chatref answer questions about specific plan options during open enrollment?
Yes. It answers from your plan documents – enrollment windows, plan tiers, and deadlines – so members and shoppers get accurate, plan-specific information.
Can the widget capture plan shopper details for follow-up?
Yes. A lead-capture action collects the visitor's name and contact details and routes them to your sales or broker team as a warm lead.
Does it handle enrollment outside normal business hours?
Yes. Chatref is available at any hour, so plan shoppers get enrollment help on evenings and weekends when they are most likely to be researching.
Can it serve Spanish-speaking members during open enrollment?
Yes. Chatref supports up to 11 languages from a single content set, so your enrollment content reaches non-English members without duplicate articles.
How quickly can we go live before open enrollment starts?
Minutes. Point Chatref at your enrollment content and place the widget on your site. Most plans are live the same day.
Make open enrollment season manageable.
Point Chatref at your enrollment content, drop in one snippet, and absorb the informational wave before it reaches your agents – free to start.
Part of Chatref for Health Insurance Providers · Healthcare hub · pricing.