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.
Dependent Verification Savings Calculator
How much could you save with automated dependent verification from PlanSource? Use our interactive Dependent Verification Savings Calculator to estimate your total savings and ROI.
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,...
Benefits Software RFP Template
Resource Download:Benefits Software RFP TemplateMake Sure You're Making the Right Benefits Technology Decision Download our free Request for Proposal (RFP) template below to help your team or your clients select the right benefits software solution. Our customizable...
