Open Enrollment
Best Practices

Follow these tips and O and E will be your new favorite vowels

Watch the Webinar  Download OE Playbook

Who says Open Enrollment has to be stressful?

Sure, there is a lot to manage, but with the right plan and a good strategy, you can be a benefits champion. We’ve put together some open enrollment best practices that make enrollment easy, engaging and (dare I say it?) fun!

Make a Plan

Treat your open enrollment communications like a full-scale marketing campaign. Build a timeline for what you are going to communicate before, during and after OE. As a best practice, include multiple touch points and integrate lots of different media.


View Timeline

open enrollment best practices timeline

Know Your Audience

Sometimes the who is more important than the what. Adapt your communications to fit your employee demographics.

Survey Your Employees

Ask about their communications preferences.

Demographics are Important

Millennials will read your texts but don’t count on email catching them.

Tailor the Message

New employees need more info than experienced employees.

Use Multiple Communication Channels

Use whatever you think will get employees’ attention: videos, websites, letters, puppet shows, washable tattoos, text messages, megaphones. You get the picture.

Need help putting together a custom employee communications plan for your employees?

Watch a Webinar

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Use a Custom OE Template

We have developed a range of open enrollment templates to help you get the word out to employees and boost engagement in the OE process. Simply pick the theme you want to use, add your OE dates, upload your logo, and voilà!—you can download customized PDFs. Attach to emails, use on your benefits site, or print and mail them to employees directly. The poster and flyer are sized to fit standard printers, but for best results, we recommend you use a professional printer (especially for the postcards).

View our Custom Design Templates

Appeal to Different Learning Styles

People learn in many different ways. Some learn by doing, others learn by reading or seeing videos, and still others learn best listening and asking questions. Choose educational materials with a mix of  meetings, print materials, digital messages (email and text messaging), and videos.

Educational Videos

Educate employees with short and entertaining videos

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Contact Center

Offer live support from licensed insurance representatives

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Customized Design Templates

Fun themed templates stand out in the sea of digital messages

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Video Postcard

A new and engaging way to announce your open enrollment

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Text Messages

A cost-effective way to reach employees with a 98% open rate

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Live Meetings

Hold a benefits webinar and invite spouses to tune in too

Apply Email Marketing Best Practices

There’s a reason marketers love sending emails! Email is easy, simple, efficient and – it works! However, employees receive hundreds of emails a day, so make sure to apply these best practices:

Use attention-getting
subject lines

Keep them short
and sweet

Include calls-to-action
and deadlines

them scannable

Incorporate your
OE theme

Test your emails on
a mobile device

Put yourself in
their shoes

Explain the Basics
Even If You Think They Know It!

Only 7% of Americans could define the four basic benefits concepts: premium, deductible, coinsurance and out-of-pocket maximum. That’s why we’ve created these resources that you can use to educate your employees before, during or after open enrollment:

Benefits Cheat Sheet Poster
You can distribute this handy guide to
common health insurance terminology
or post it in your locations

View the Educational Poster

Understanding Health Insurance Video
Send your employees a link to
this video, or include it within the
benefits shopping experience

Download the Educational Video

Make it Easy to Compare

At first glance, many medical plans can seem similar, especially if they are offered by the same carrier. But choosing an HDHP when you really need a PPO can have serious consequences! To avoid acronym confusion, make it easy for your employees to view your plans side-by-side.

PlanSource helps employees make the right choices with plan comparison tools and personalized plan recommendations that take into account employee preferences, expected usage and estimated cost.

Learn More


open enrollment software screen

Showcase the Full Value of Benefits

Benefits are a major expense, yet most people spend more time researching a new cell phone than they do their benefits choices! This explains why nearly 50% of employees don’t understand their benefits and 30% don’t perceive value in them, according to the International Foundation of Employee Benefits Plans.

Don’t be shy about showing employees what their benefits cost: consider sending them total compensation statements, either printed or online!

Learn More About Total Compensation Statements

Printed Statements   Online Statements

Need Custom Employee Benefit Communications?

PlanSource can provide custom websites, guidebooks, videos, postcards, brochures, total compensation statements that reflect your company's unique brand, culture and workforce.

Learn More