One: Plan - Map Out Your Strategy
One Month Prior to Open Enrollment
Starting a month (or more) before OE, you should get your communications plan together. You will want to determine which types of communication make the most sense for your employees, the number of resources you have and the duration of communications. You’ll definitely want to communicate in multiple ways to reach different subsets of your population, so map out who gets what and when.
Here are some of the tasks to get done in the weeks leading up to OE:
Two: Inform & Create Awareness
Two Weeks Prior to Open Enrollment
Start raising awareness and getting OE dates ingrained in your employees' minds about two weeks before OE. Keep your message clear and simple, and use a memorable theme.
Send email announcing OE dates
One Week Prior to Open Enrollment
At one week out, OE dates will hopefully be top of mind, so now you can start getting more specific, with details of what is new, login instructions and other updates.
“What’s New” e-mail
Send “Open Enrollment Begins Tomorrow” email
Three: Energize! Drive Employees to Action
Throughout Open Enrollment Period
Once OE starts, your primary objective is to get folks to enroll and inform them about the benefits options they have available. We recommend sending a gentle reminder email and/or text message every day during OE. See email and text templates here.
Some things to keep in mind for communications during OE:
Use multiple forms of communication (email, text, video, skywriting)
Send daily “did you know” communications that highlight new benefits and changes
Use attention-getting email subject lines and text
Include calls-to-action that create a sense of urgency
Incorporate your theme to sprinkle in the fun
Four: Follow Up - Explain Next Steps
Post Open Enrollment Communications
Keep the magic of open enrollment alive by following up with employees about how to access their benefits information, when they can make changes due to life events and other pertinent communications.
Things to do after open enrollment:
Change the message to focus on how to use the benefits
Educate employees about making changes after open enrollment with a qualified life event
Take a well-deserved beach vacation
Need Custom Employee Benefit Communications?
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