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Open Enrollment Communication Templates

Increase employee awareness and engagement for your next OE period with these customizable email and text message templates. Our pre-built templates arm you with an entire pre, during and post-open enrollment communications campaign for your employees.

Use them with PlanSource’s automated communications tools, load them into your own ben admin system, or send them out through Outlook … the choice is yours! We recommend starting your open enrollment communications to employees about 2 weeks prior to OE kickoff, so you have enough time to raise awareness and boost employees’ understanding about their benefits plans and options.

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2024 Benefits Trends Report

2024 Benefits Trends Report

We’ve identified the top 5 trends that are most impactful this year. Learn more as you prepare for Open Enrollment and beyond. Read how rising claims and benefits costs, prioritizing preventative care access, AI, and more are evolving to impact the outlook of benefits in 2024.

The Source Tool-Kit for Customers

The Source Tool-Kit for Customers

Resource Download: The Source Toolkit for Customers The Source Toolkit for Customers Everything you need to build, implement and communicate The Source to your employees. The tool-kit gives you access to configuration instructions, example emails, text messages and...

Guided Product Demo

Guided Product Demo

Interactive Product DemoThe PlanSource product tour is a helpful tool for those who are new to the software. The tour provides an overview of the PlanSource interface and its key features. Gain access by filling out the form below!You Might Also Like