It’s that time of year again—preparation season for Open Enrollment. Cue dramatic music! Open Enrollment is one of the most stressful times of year for Human Resources and employee benefits teams. It means months of planning, preparation, communications, and a mile-long to do list.

Open Enrollment can be a bit (read “often”) overwhelming and stressful, but fear not! To make it easier for you and your team, we have created the ultimate Open Enrollment Toolkit packed with valuable resources, innovative tools, and inspiration for you and your team. Think of it as your very own superhero utility belt, packed with everything you need to take you from overwhelmed to organized in no time. From years of working directly with HR teams, we know exactly what it takes to make Open Enrollment a success.

What’s Inside the Toolkit?

Product Offerings

Since our inception, we’ve tested new products and refined our standards to bring you the best of the best. We’re talking top-notch quality that’s been proven to get the job done. Benefits communication that’s clear, concise, and engaging is the HR communications trifecta. And it’s all wrapped up in our Product Offerings piece.

Content Calendar

Introducing our NEW Content Calendar! This powerful new feature in our toolkit is designed to help you keep your employees engaged and motivated throughout the year. With a focus on tracking your communications throughout the year, the Content Calendar provides a way to keep your communications consistent and relevant. We’ve broken it up into manageable quarterly chunks:

• 1ST QUARTER – Focused on healthy lifestyle choices and preparing for the months to come.
• 2ND QUARTER – This is the best time to encourage your employees to get outdoors and get moving—while using their benefits to their best advantage.
• 3RD QUARTER – You’re now shifting your focus to preparation for Open Enrollment, but you can also point out the positives of summertime and the need for relaxation—and sunblock!
• 4TH QUARTER – Open Enrollment is in full swing, and there are things that will help you sail through it smoothly. But, as things calm down, it leaves the perfect opportunity to look to the new year to prepare, strategize, and improve upon your processes and communications.

Goal-Setting Worksheet

Don’t know where to start preparing for Open Enrollment? No worries, we’ve got you covered with our helpful Goal-Setting Worksheet. This tool will keep you organized, on track, and most importantly, on time. Get ready to crush those goals, communicate like a pro, and make the most of this exciting time.

Before/During/After Checklists

You can keep all your to-dos in one place and make sure nothing slips through the cracks with our specialized checklist. This tool is packed with reminders and helpful tips to ensure that you’re on top of everything before, during, and even after Open Enrollment. Whether you’re choosing new health benefits, switching plans, or simply updating your information, our checklist has got your back.

Employee Video

Are you ready to captivate your employees in under 60 seconds? Look no further than our amazing Open Enrollment Video! This tool is a game-changer when it comes to grabbing your employees’ attention and getting them excited about Open Enrollment. It’s short, sweet, and straight to the point. Plus, it’s so easy to share—just pop it in an email or upload it to your benefits website.

Eye-Catching Badges

These badges are the ultimate reminders for every phase of the enrollment process. They help tie your Open Enrollment campaign together. Whether you want to add them to your email signature, post them on your benefits site, or display them on your company’s intranet, these badges are sure to help keep your employees on-track.

Helpful Tips Lists

Are you ready to revolutionize your Open Enrollment game? Say hello to our amazing quick tips—the ultimate way to get your benefits knowledge fix in a snap! You’ll learn the secrets to an easy, breezy Open Enrollment, how to engage remote employees like a pro, and give employees the answers to the most frequently asked questions about Open Enrollment. Get your hands on:

• Top 5 Tips for an Easy, Breezy Open Enrollment
• Top 5 Tips to Engage Remote Employees
• Top 5 Open Enrollment Frequently Asked Questions (your employees can use this too!)

The Takeaway

Let’s make this enrollment season one for the books and show everyone what it means to be a true benefits champion! This kit has everything you need to make this enrollment season a breeze. And the best part? It’s completely FREE! That’s right, you heard us, FREE. So, what are you waiting for? Submit your name and email below and get ready to download your Open Enrollment Toolkit and start using it right away.

And don’t worry, we’ve got your back every step of the way. If you need any support or have any questions, just reach out to us—we’re always here to help.