What Worked, What Didn’t, and What’s Next
Your post-annual enrollment debrief
Benefits are an organization’s second-largest investment after payroll, and enrollment deserves more than rushed clicks and confusion. With rising healthcare costs and lean HR teams, you and your people deserve a partner that delivers unmatched support and technology to make every step clearer and easier.
Now’s the time to pause and reflect
How did your annual enrollment go?
Use this checklist to review what worked well and what could be improved across a few key dimensions. Reflection now can make next year’s enrollment cycle more efficient, accurate, and user-friendly.
How was your experience leading up to enrollment?
If you implemented a new benefits administration partner this year, did your implementation last fewer than 8-12 weeks?
Were you able to take a backseat through the process, stepping in only for validation and testing (rather than running reviews and ongoing configuration)?
Did your implementation process feel guided and automated, rather than manual and time-intensive?
Did your data validation tools catch issues before go-live?
Did your benefits, eligibility, and payroll systems sync without disruption?
How was your service?
Did you have dedicated support throughout annual enrollment?
Did your benefits administrator provide proactive updates before, during, and after enrollment?
Were you given clear updates on deliverables, timelines, and escalation paths?
Looking back, did your benefits administration partner relationship support your success?
How was communication?
Was your communication plan finalized early enough to build momentum?
Did you use AI-powered tools or templates to personalize messages?
Did employees know where to find help during enrollment?
Were your messages consistent across email, portal, and print?
What did employees think?
Did your benefits platform sufficiently guide and educate employees?
Could employees easily compare best-fit benefits based on their needs?
Were your self-service tools and contact center aligned to reduce confusion?
Did your mobile experience perform reliably throughout enrollment?
Did your employees feel confident about their decisions after enrollment?
Do your employees know how to engage with their new benefits?
Ready for a better partner?
If you answered no to any of the above questions, it may be time for change.
With decades of experience across benefits and HR technology, the PlanSource team understands what customers truly expect from a partner. A platform that works seamlessly, support that’s proactive and strategic, and a relationship that extends far beyond implementation or annual enrollment — one built to last all year, every year.
Choose a partner that makes every enrollment easier than the last.
Great Benefits Tech Isn’t Enough. Service is What Makes It Work.
Greg Mercer
Chief Growth Officer