Hi, {ATTENDEE_FIRST_NAME}

Thank you for taking the time to book your annual open enrollment period (OEP) review - we are excited to serve as your dedicated health insurance resource for the upcoming year! Please see below for a few things that are important and/or helpful to have ready for our conversation!

In order to obtain the most accurate figures and guidance during our conversation, you will need to have some information readily available (If you're already a client of Move Health, we'll have most of this on file!):

Personal identifying information such as Date of Birth & SSN for all those applying for coverage
First & last name of your primary care physician & all specialty doctors
Hospital preference
Current list of medications including full name, dosage & frequency taken
Your preferred pharmacy
A close estimate of next year's Modified Adjusted Gross Income (MAGI) - Here's a link that shows how to calculate it! We can help as well.

A few things that may be helpful, but are not required:

Details about your current coverage (Deductibles, copays, out of pocket maximums & premiums) - if you're a current client of Move Health, we'll have this on file
A general idea of your monthly budget for healthcare costs

That's it! Now relax knowing that you have scheduled your appointment to better understand what health insurance will look like for you in the upcoming year. If you have any questions before our time together, don't hesitate to reach out.

Talk to you on: {EVENT_DATE} at {EVENT_TIME}!

Best,
{ORGANIZER_NAME}