Tips for a More Effective Open Enrollment This Year

We're nearing the year's halfway point, and for many organizations, it's time to start thinking and planning open enrollment. When you sit down with your client, you'll want to present strategies to improve this year's enrollment. So, keep these ideas in mind as you begin planning season.

Get Feedback About Last Year's Enrollment

One of the best ways to improve enrollment is by obtaining feedback from the previous year. First, ask your client what went well and what needs improvement. Then, consider sending a survey to employees to receive their feedback. Insight from the workforce can offer guidance on changes needed to improve the experience.

As part of your planning process, consider having a meeting with everyone who's involved with enrollment. Then, when everyone is in one room (virtual or in-person), you can discuss issues and create solutions.

Build a Strong Communication Plan

All great enrollments hinge on an effective communication strategy. Knowing your client's employee population, what resonates with them, and how you need to distribute information is critical. Getting enrollment details in the hands of employees will determine participation levels.

Leverage the Right Technology

Choosing the right benefits platform will play a key role in your client's enrollment. You'll want to identify a platform that fits their population and requirements.

For example, if they have a remote workforce and want to self-enroll, you'll need technology that makes the process easy for employees.

Partner with an Industry Leader for Enrollment Solutions

It takes a strong team to have a successful enrollment. And you'll want people on your side who can deliver for your client. Our team has worked with groups of all sizes and managed every enrollment aspect, from choosing a technology platform to benefits counseling. We'll work with you and your client to ensure open enrollment is effective. Let's talk about what your client needs and how we can help.