Benefits Open Enrollment

Benefits open enrollment is an important time of year. It’s when employers highlight all their great benefits and when employees select their benefits for the upcoming year. But how can you help employees really understand the value of the benefits you offer and make the best decisions?

A successful benefits open enrollment starts a year ahead of time. It includes a post mortem review of the previous open enrollment, strategies for communicating to your different employee personas, a monthly calendar to educate employees on terms and their benefits, reinforcing open enrollment dates and resources, and time to measure results after open enrollment.

Virtual Open Enrollment

Now more than ever, it is important to prepare for a virtual benefits open enrollment experience that’s personalized and on-demand. Check out our tips on planning, what to include, tools to help engage employees, how to leverage vendors, and strategies to use for attaining & measuring success. 

5 Tips for Virtual Benefits Open Enrollment Success

HRCI Credit: Secrets for an Engaging Virtual Open Enrollment

How to Plan for a Virtual Benefits Open Enrollment

Benefits Open Enrollment Resources

Feel free to print these handy resources and hang in an easy to see spot so you can continuously reference them.

2021 Benefits Communications Calendar

Open Enrollment Benefits Communications Timeline

Tips for a Successful Benefits Open Enrollment

Benefits Communication

One part of your overall open enrollment plan is developing strategies to reach your diverse employee population. Look for best practices and tips to engage your employees in the following resources.

Best Practices

Your Annual Plan for Trickling Out Benefits Communications

Preparing Employees for a New Health Plan

Steps to Communicate Medical Plan Changes with Your Employees

Communicating Across Generations

Benefits Communications Across Generations – Surprising Stats

Things to Know About Communicating Benefits to Millennials

Communicating Benefits to Millennials: Are You Connecting?

Email Hacks and Communication Tips

Benefits Communication Hacks to Get (and Keep) Your Employees’ Attention

Secrets to Writing Benefits Emails Your Employees Will Open and Read

Tips to Create Engaging Benefit Communications

Benefits Education

Retention is critical, especially in this tight job market. When employees understand their benefits they appreciate them more and are more likely to stay with their company. Benefits education needs to be year-round so employees receive tips on how to get the most out of their benefits and how to wisely choose their benefits during open enrollment. Review our healthcare literacy guides and HSA content for education ideas.

Healthcare Literacy

Healthcare Literacy: Understanding Your Pharmacy Benefits

Healthcare Literacy: Saving Money On Your Healthcare Expenses

Healthcare Literacy: Choosing Between the ER & Urgent Care


Check out a sampling of our HSA resources below. Also, find more HSA resources at our HSA Communications page.

How to Increase HSA Engagement for 3 Employee Personas

HSA vs FSA Infographic

Guide to Using Your HSA

Drive Engagement with Open Enrollment Tools

Tools can help streamline benefits open enrollment and engage and guide employees to make better decisions. They can include benefits decision support, FAQs, enterprise social media, provider directories, and more. To ensure employees are leveraging these tools, be sure you promote them. A microsite can be helpful to highlight all tools and resources. See tips and ideas to engage your employees.

How to Write Benefits FAQs that Truly Help Your Employees

Proven Ways to Increase Engagement with Your Benefits Decision Support Tool

10 Reasons to Choose Benefits Coaches Over Call Centers

Measure Open Enrollment Success

Employee surveys are one of the best ways to get feedback on open enrollment. What did employees like and what feedback do they have for improvements. You can also get valuable analytics from your enrollment numbers and a data driven decision support tool. You can answer questions like who used the tool and enrolled in the recommended plan or what was the tipping point for cost savings that would make an employee switch plans. Read the following resources to learn more about using open enrollment analytics to measure success.

Survey Hacks to Determine If Your Open Enrollment Was a Success and Gain Insights

Hidden Benefits of Data-Driven Decision Support

Benchmark Plan Adoption – Help Employees Make Better Choices