5 steps to a successful open enrollment webinar


Open Enrollment

97% of employers agree

that OE consumes at least 50% of their

time1

16% of respondent

were confident they weren’t making

mistakes3

1. http://www.shrm.org/hrdisciplines/benefits/articles/pages/passiveenrollment.aspx2. http://www.benefitspro.com/2012/08/27/employers-fail-to-provide-enough-enrollment-info3. http://www.benefitspro.com/2012/08/27/employers-fail-to-provide-enough-enrollment-info

1 in 4 people make the

wrong plan choice during OE2


MillennialGeneration X

Get to Know Your Workforce

Baby Boomer

• Born 1961 - 1981• Stuck in the middle• Empowered by choice• Struggling with financial

wellness

• Born: 1982 – 1997 • Risk Averse• Financially responsible• Planning for future• Starting off in debt

• Born 1943 - 1960• Strong work ethic• Working past retirement

ages• Need benefits education the

most

http://www.iscebs.org/resources/bq/documents/bq214a.pdfhttp://www.pewresearch.org/fact-tank/2014/06/05/generation-x-americas-neglected-middle-child/http://www.shrm.org/hrdisciplines/benefits/articles/pages/generational-attitudes-health-benefits.aspx


Identify Process Improvements

Why was last year so difficult?What needs to change?

How do I make it better?


Tailor Plan Design

• Give them the data

• Lead them down the right path

• Make it easy and simple


Plan Communication Early

What is your communication

strategy?


Plan early, use new tactics to create

excitement about open enrollment

Benefit fairs that fit the family

Plan your nudges through OETailor them to avoid email fatigue

Videos are a great way to begin your campaign

Use multiple channels of communication

Ask your employees what they thought and stay connected

September October November DecemberAugustJuly

Some people prefer paper


• Extended support team

• Consider support off hours

• Speak their language

• Provide access to ‘someone like me’

Offer More Help


How will you make open enrollment better this year?

Offer More HelpPlan Communication

Early

Tailor Plan Design Identify Process Improvements

Get to Know Your Workforce

SuccessfulOpen Enrollment

5 steps to a successful open enrollment webinar

Software