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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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Customizable OE Poster Templates

Customizable OE Poster Templates

Make your open enrollment more memorable and FUN with our free OE templates! Pick one of our 14 OE poster template designs to create a branded open enrollment experience for your employees that saves you a ton of time!

PlanSource OE Instructions Template for Employees

PlanSource OE Instructions Template for Employees

Resource Download:PlanSource OE Instructions for EmployeesIt’s pretty easy for employees to get around in the PlanSource system. But just in case your employees need it, we’ve created a short guide that provides instructions on how to navigate the PlanSource system,...

Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Recent Resources
Benefits Technology Partners | The Source: Scott Millson
Benefits Technology Partners | The Source: Scott Millson
OE Communications Timeline Cheat Sheet
OE Communications Timeline Cheat Sheet
Customizable OE Poster Templates
Customizable OE Poster Templates
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PlanSource Summer Product Release

PlanSource Summer Product Release