By - May 2, 2018

Gauge Open Enrollment Success with Employee Survey Hacks

Gauge Open Enrollment Success with Survey Hacks

Are you measuring your open enrollment success?

Getting your employees engaged with their benefits is the ultimate milestone.

If you’re like most companies I’ve worked with, improving your open enrollment performance doesn’t happen overnight. It’s the result of careful preparation, clear communication, and most of all, hard work.

If you want to improve employee engagement, the season after open enrollment is a golden opportunity to refine your strategy. And it all starts with analyzing your open enrollment success.

In this article, I’m sharing a few ways you can gauge your success—and identify areas of growth for your next benefits campaign.

Let’s dive in…

Pull analytics that reveal open enrollment performance

When it comes to revealing your open enrollment performance, don’t neglect digging into your analytics.

Be sure to pull metrics from your decision support software, benefits intranet, or any telecommunications solutions you employ.

For instance, check your call metrics for how many employees resolved their questions with the first benefits counselor they contacted (this is known as your first call resolution rate).

Or access your decision support data, and see if the adoption rate increased for your health plan. (You might also want to look at your results compared to your projected estimates.)

Collect feedback from the team

One of the simplest ways to gauge your open enrollment performance is to ask for feedback from those closest to it…anyone involved in the planning or enrollment process.

While you may not find statistics for everything, everyday experiences count. Think of this feedback as mini case studies on the success of the open enrollment campaign.

I encourage you to ask questions like…

  • Did you notice any employees referencing our benefits communications content (e.g., email, webinar, etc.)?
  • How happy did employees seem? Did you notice any frustration or disappointment?
  • How well did workers seem to understand the health plans we offered this year?
  • How was the turnout for the enrollment meetings?

Send out an employee survey

Looking to strike a balance between pulling the hard numbers and gathering personalized, information-rich feedback?

A survey can remove the subjectivity you’ll encounter when interviewing your benefits team…while couching your raw data in some much-needed context. Most importantly, you’ll be measuring your open enrollment performance with your most important KPI—your employees themselves.

Want to send out a survey, but not sure where to start?

We’ve created a resource you can use to jump start your employee survey. Download our latest insights piece: Survey Hacks to Determine If Your Open Enrollment Was a Success.

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