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Your open enrollment preparation checklist

The open enrollment season is just a few months away. It’s an exciting time of year, but it’s also a stressful one if you’re not prepared. Make sure you’re ready to hit the ground running this year with our open enrollment preparation checklist.

Open enrollment preparation checklist
  • Establish your goals – What is it you want to achieve with your enrollment? Sure, you want employees to participate in their benefits, but are there other initiatives you want to push such as 401(k) participation or a wellness program? Knowing your goals will help you measure success.
  • Make it an “active” enrollment – Instead of allowing employees to simply roll over the same benefits from last year, have them make an active decision about their coverage. Even better, if you can have an enrollment counselor on site to guide them through the enrollment in a one-on-one setting, you’ll help them make a more informed, more “active” decision about their benefits.
  • Communication and engagement – Having a face-to-face enrollment is ideal, but you also need to communicate and raise awareness about the enrollment well in advance. Make use of multi-channel communication with tools such as websites, flyers, benefit booklets and email to make sure employees have information and are informed about enrollment well in advance.
  • Educate employees – Raising awareness is one thing, but keep in mind that only 7% of employees can define even basic health insurance concepts.1 Their understanding is most likely limited, so be sure you aren’t just raising awareness about the upcoming enrollment, but actively educating them about the available benefits and how they work.
  • Set up for success – Employees are the focus of open enrollment, but you also should take steps to make sure you have the tools you need to make the enrollment a success. You don’t want to have a successful enrollment only for it to stumble on administrative roadblocks. An up-to-date benefits administration system or tools for billing consolidation can make sure you’re prepared to hit the ground running during and after enrollment.
  • Look ahead to next year – By setting goals at the start of your open enrollment, you’re able to measure your results and start planning for next year. It’s never too early to start laying the groundwork, improving and exploring new ideas for what you want to communicate during next year’s enrollment.
You want your enrollments to be a success, and so do we. Planning is half the battle, so hopefully these tips will help you prepare for delivering the results you and your clients are looking for.

1 “Employees struggle with benefits terminology”. Employee Benefit News. Sept, 2016.


Posted on August 01, 2018 in Employee Communication Enrollment

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