Your employees, culture, demographics, and benefits offerings are unique—your communication strategy should be too.

We develop customized open enrollment communication strategies tailored specifically to your organization.

Strategic Planning:

• Multi-week communication timeline building awareness and urgency
• Message sequencing that educates before overwhelming
• Channel strategy leveraging email, meetings, videos, guides, and digital tools
• Segmented messaging for different employee populations (by age, location, benefit status)
• Countdown and reminder cadence driving enrollment completion

Customized Content:

• Company-branded materials reflecting your culture and voice
• Plan-specific information with your actual costs and coverage details
• Relevant examples and scenarios resonating with your workforce
• Clear calls-to-action with enrollment deadlines and next steps
• Leadership messaging reinforcing benefits value and importance

Measurement and Optimization:

• Engagement tracking showing which communications are effective
• Enrollment progress monitoring identifying populations needing additional outreach
• Real-time adjustments based on employee questions and confusion patterns
• Post-enrollment assessment informing next year's strategy improvements

Your open enrollment communication isn't generic—it's strategic, personalized, and designed to drive understanding and participation.

Sometimes employees need face-to-face interaction to truly understand their options and feel confident in their decisions. We provide flexible meeting options that bring benefits expertise directly to your employees.

Benefits Overview Meetings:

• Comprehensive group presentations explaining all benefit offerings
• Interactive Q&A allowing employees to ask questions in real-time
• Available in-person at your locations or virtually for remote teams
• Multiple session times accommodating different shifts and schedules
• Small group formats for more personalized discussion when preferred

Department or Team-Specific Sessions:

• Targeted presentations addressing specific employee population needs
• Relevant examples and scenarios matching that group's demographics
• Comfortable, familiar setting with colleagues
• Opportunity for more candid questions and discussion

Executive and Leadership Briefings:

• Strategic overview for decision-makers and people managers
• Equipping leaders to communicate benefits value to their teams
• Addressing questions they'll receive from direct reports
• Reinforcing the business value and competitive positioning of your program

All meetings include professional presentation materials, takeaway resources, and follow-up support for employees needing additional help.

Not every employee needs a formal meeting—sometimes they just need quick answers to specific questions. Our office hours provide accessible, informal support during key enrollment periods.

Drop-In Support:

• Designated times when benefits experts are available without appointments
• On-site presence at your locations or virtual availability
• Quick questions answered on the spot
• More complex situations can transition to scheduled consultations
• Relaxed, approachable format reducing intimidation factor

Strategic Scheduling:

• Multiple time slots covering different shifts and employee schedules
• Extended hours during peak enrollment periods
• Lunch-and-learn format when preferred
• Before-work, during-work, and after-work options

Office hours create low-barrier access to expert guidance—meeting employees where they are with the support they need.

Virtual, on-demand learning gives employees flexibility to engage with benefits education on their schedule, from anywhere.

Live Interactive Webinars:

• Real-time benefits education with expert presenters
• Live Q&A addressing employee questions as they arise
• Poll and survey features making sessions interactive
• Multiple date/time options for scheduling convenience
• Recordings available for those who can't attend live

On-Demand Recorded Webinars:

• Always-available education employees can access anytime
• Pause, rewind, and rewatch capability for complex topics
• Mobile-friendly viewing from any device
• Organized library of topics employees can browse
• New content added regularly throughout the year

Webinar Topics:

• Annual open enrollment overview and plan changes
• HSA and FSA deep dives maximizing tax-advantaged savings
• Healthcare basics for employees new to benefits
• Voluntary benefits education (life, disability, legal, identity theft)
• Wellness program overviews and participation guidance
• Medicare transition planning for near-retirees
• Benefits and life events: marriage, babies, divorce, etc.

Webinars provide scalable education reaching distributed workforces effectively.

Video is the most engaging communication format—and we produce professional video content that makes complex benefits concepts accessible and memorable.

First impressions matter. We create customized welcome videos for new employees introducing your benefits program with warmth and clarity.

Your new hire video includes:

• Welcome message setting a positive, supportive tone
• Overview of all available benefits and enrollment timeline
• Explanation of when coverage begins and how to access it
• Introduction to resources and where to get help
• Company-branded and personalized to your culture
• Deliverable during onboarding before benefits overwhelm

New employees feel welcomed and informed rather than confused and anxious about their benefits decisions.

Make your annual enrollment engaging and clear with custom video content that educates and motivates.

We produce:

• Leadership message videos from your executives reinforcing benefits value
• Plan comparison videos helping employees understand their options
• "What's new" videos highlighting changes for the coming year
• Decision framework videos guiding employees through the selection process
• Enrollment process walkthrough videos showing step-by-step how to enroll
• Deadline reminder videos creating urgency as enrollment closes

Videos capture attention, increase engagement, and improve comprehension compared to written materials alone.

Benefits education shouldn't end at enrollment. Our library of educational videos supports year-round learning and engagement.

Evergreen Educational Content:

• "How Health Insurance Works" fundamentals for benefits novices
• "Understanding Your Medical Bills and EOBs" for confused claims recipients
• "Maximizing Your HSA" for tax-advantaged savings strategies
• "Preventive Care Benefits" encouraging utilization
• "Finding Quality Providers" for informed healthcare decisions
• "Mental Health Resources" reducing stigma and promoting access
• "Life Insurance and Beneficiaries" for essential protection planning

All videos are:

• Professionally produced with clear audio and visuals
• Concise (typically 2-5 minutes) respecting employee time
• Accessible with captions for hearing impaired
• Mobile-optimized for viewing on any device

Choosing benefits is complex—employees need more than information, they need decision support that guides them to smart choices for their situation.

Plan Comparison Calculator:

• Input family size, expected medical usage, and prescription needs
• Receive personalized cost projections across available plans
• See total cost of coverage (premiums + out-of-pocket) for realistic comparison
• Understand which plan is most cost-effective for their situation

HSA & FSA Decision Tool:

• Guided questions assessing which account type fits their needs
• Contribution recommendation based on anticipated expenses
• Tax savings calculator showing actual dollar benefit
• Eligibility verification ensuring they can participate

Coverage Level Decision Guide:

• Employee-only vs. family coverage cost comparison
• Coordination of benefits assessment when spouse has coverage
• Strategic enrollment guidance for different family situations

Today's employees expect information accessible from their phones, not just desktop computers or printed booklets. Our mobile-enabled benefit guides deliver comprehensive information optimized for smartphone and tablet viewing.

Digital Guide Features

Always Accessible:

• No app downloads required—works in any mobile browser
• Responsive design adapting to any screen size
• Fast loading even on cellular connections
• Bookmark-able for quick reference throughout the year

Comprehensive Content:

• Complete plan summaries with coverage details
• Premium rates and contribution amounts
• Provider network search links
• Carrier contact information and customer service numbers
• Claims and ID card information
• FSA/HSA details and eligible expenses
• Voluntary benefits descriptions
• Important dates and deadlines

Smart Navigation:

• Searchable content finding answers quickly
• Organized by benefit category for intuitive browsing
• Quick links to most commonly needed information
• Integrated with carrier sites and tools when applicable

Interactive Elements:

• Embedded decision support tools and calculators
• Video content playing directly in the guide
• Contact forms connecting employees to support
• Enrollment links directing to application platforms

Personalization Options:

• Show only benefits relevant to each employee's eligibility
• Highlight plan selections after enrollment
• Bookmark favorite sections for quick access
• Set reminders for important deadlines

Employees have comprehensive benefits information in their pocket—accessible 24/7 whenever questions arise.

No single communication method reaches everyone effectively. Our strategy integrates multiple channels creating redundancy and reinforcement:

• Meetings introduce concepts and allow Q&A
• Videos reinforce key messages with engaging visual content
• Office hours provide personalized support
• Webinars offer flexible education opportunities
• Decision tools guide choices with data
• Mobile guides serve as ongoing reference resources

Employees encounter benefits information through multiple touchpoints, increasing comprehension and confidence.

While open enrollment is the communication peak, effective benefits engagement happens all year:

Quarterly Touchpoints:

• Wellness challenges and preventive care reminders
• HSA/FSA contribution and usage updates
• New benefit feature announcements
• Carrier and vendor resource spotlights

Life Event Communications:

• Triggered messages when qualifying events occur
• Just-in-time education about coverage changes
• Enrollment assistance for adding dependents
• Deadline reminders preventing missed opportunities

Ongoing Engagement:

• Monthly benefits tips and money-saving strategies
• Success stories from employees using benefits effectively
• Provider quality and cost transparency resources
• Mental health awareness and destigmatization content

Consistent communication keeps benefits top-of-mind and maximizes utilization throughout the year.

We don't just create communications—we track their effectiveness:

• Email open and click-through rates
• Video view completion rates
• Meeting and webinar attendance
• Office hours utilization
• Decision tool usage
• Enrollment completion rates by population segment
• Post-enrollment satisfaction surveys

These metrics inform continuous improvement, ensuring your communication strategy gets more effective each year.

Your benefits program deserves to be understood and valued. Our comprehensive communication strategy ensures employees have the information, tools, and support they need to make confident decisions and appreciate your investment in their wellbeing.