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Open Enrollment, Reinvented.

Your complete resource for mastering all areas of open enrollment.

Welcome to the OE Success Kit

Open enrollment (OE) is more than just two weeks out of the year. From planning and communications to execution and the aftermath, it's a year-round endeavor for you and your team. The OE Success Kit provides tools, resources and best practice guides across all areas of open enrollment to help you achieve success.

01Planning

Establish your vision for open enrollment

There are many moving parts to your open enrollment campaign. Take advantage of these tools to build a solid plan that helps ensure alignment and outlines the steps necessary to achieve your vision.

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Voluntary Benefits: A View from the Top

An inside look at the voluntary benefits landscape, employee participation and employer strategy.

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Open Enrollment Planning Checklist

Tips and actions you can take to set up your open enrollment campaign for success.

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Benefits & Wellness Survey

Sample questions to survey your workforce on their benefits, communication and wellness preferences.

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Developing a Winning Strategy for Open Enrollment

Explore key considerations for enhancing the entire open enrollment experience.

02 Communication

Communicate employee benefits like a marketing pro

Effective benefits communication has never been more crucial to open enrollment success. From communication theory and strategies to tactics and templates, these resources are designed to help you boost employee engagement!

Workbook: 7 Steps to Become an 'HR Marketect'

Use this DIY guide to communicate benefits like a marketing pro and connect with your employees on a personal level.

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The Ultimate OE Tool Kit

The Ultimate OE Tool Kit

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OE Tactics & Timeline

Determine the right mix of OE communication tactics for your organization, then build a timeline for execution.

Build Timeline

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OE Email Templates

Grab attention while communicating complex benefit topics in a way that's easy to understand.

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OE Print Kit

Plug in your company's OE information and download themed, ready-to-use posters and flyers to kick off a successful OE.

Print Templates

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Social Media Tips & Tricks

Incorporate social media into an integrated OE communication strategy.

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Execution

03 Execution

Execute a flawless benefits enrollment period

Check back Summer 2019

for tools, resources and guides related to open enrollment execution.

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03 Execution

Execute a flawless benefits enrollment period

You've planned and communicated. Now you've entered the stage where employees are making their benefit elections. These tools and resources will help you execute a smooth benefits enrollment period!

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Sign up for our newsletter and be first on the list to be notified when these resources become available!

Aftermath

Aftermath

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Evaluate your open enrollment campaign

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Evaluate your open enrollment campaign

Was it successful? Did you achieve your goals? What metrics should you report on? Use these tools and resources to evaluate the effectiveness of your open enrollment campaign, and set yourself and your employees up for success in the coming year.

Stay in the know!

Sign up for our newsletter and be first on the list to be notified when these resources become available!

Check back
Fall 2019

for tools, resources and guides related to open enrollment aftermath.

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