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Open Enrollment Toolkit

Have your easiest open enrollment, ever.

The Open Enrollment Toolkit is filled with useful and actionable resources that help HR teams and HR brokers engage employees and reach their open enrollment goals.

In this new toolkit, you’ll receive the following:

  • A free employee video (Benefits Key Terms, Explained).
  • Three email templates to copy/paste for your open enrollment outreach.
  • A detailed action plan and calendar, complete with outreach ideas across the full OE cycle.
  • Our OE Case Study and Trends Report, a deep dive into the learning lessons from 200 campaigns to ~750,000 employees.
  • Our OE Playbook, which goes over the six most common challenges with OE, and how to solve them.

Fill out the form for immediate access.

Fill out this form to download:

Free Google Survey

Get your post-OE survey now

Just give us your email below. A member of our team will create your survey on Google Forms and then add you as an editor. From there, it’s very simple to edit and launch!


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