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Free OE STRATEGY GUIDE

The Open Enrollment Strategy Guide

A before, during and after playbook for busy HR and broker teams who want better enrollment, without the chaos.

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Phase-by-phase checklists for pre-, during and post-enrollment
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Ready-to-use communication calendars that show what to send, when and on which channel
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A channel mix across email, SMS, video, print and internal messaging
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Five best practices for better OE engagement
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Open Enrollment Strategy Guide

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Why OE strategies fall short

OE doesn’t have to feel like chaos

Most strategies don’t fail because HR teams aren’t trying. They fail because the approach is reactive, tool-heavy and focused on logistics.

One channel

Relying on a single communication channel limits who you actually reach.

Launching too late

Starting close to the enrollment window leaves employees scrambling to understand changes.

Assuming they’ll “just get it”

Dense PDFs and portals leave employees confused, and HR answering the same questions on repeat.

You don’t need more tools. You need a tighter, smarter communication plan.

What’s inside

A playbook for every phase of OE

Key goals, a step-by-step checklist and a pro tip for before, during and after enrollment.

Phase 1 · Pre-enrollment

Set the stage before enrollment starts

Key goals
Build awareness of key dates and tools, and start education before OE opens.
Checklist
Launch a teaser campaign (email, Slack, flyers)
🔒 3 more steps in the guide
Phase 2 · During enrollment

Make decisions easier, not harder

Key goals
Reduce confusion, drive confident selections and support high-value plan adoption.
Checklist
Send benefit guides with built-in decision support
🔒 3 more steps in the guide
Phase 3 · Post-enrollment

Reinforce choices. Minimize questions.

Key goals
Improve confidence in elections, reduce HR follow-up and set up year-round education.
Checklist
Send confirmation messages with next steps
🔒 3 more steps in the guide

Sneak peek

Know exactly what to send, and when

Color-coded calendars map every email, text, video, print and internal touchpoint, from the first teaser to the post-OE survey.

EmailVideoSMSInternalPrint
Pre-enrollment, week 4
Mon
Email
Announcing OE dates with link to benefits education guide
Tue
Wed
SMS
OE dates with link to benefits education guide
Thu
Fri
Email
Step by step: how to prepare for OE
🔒 Unlock all three calendars

Best practices

Five habits of high-engagement OE

Most OE strategies are still stuck in the past. These are the shifts that change how employees actually engage.

1

Meet people where they are

Employees skim email between meetings and read on their phones. Make plan content easy to reach wherever they are.

2

Multichannel beats single channel

Blend print, email, SMS, QR codes, Slack and signage so the message is seen more than once.

3

Personalization is the baseline

Tailor by location, role or eligibility to reduce confusion and improve plan fit.

4

Use visuals to reduce cognitive load

Plan comparison tables, decision trees and callouts make dense content scannable.

5

Create a theme people remember

A consistent, branded campaign cuts through the noise across every touchpoint.

Get the full playbook, checklists and calendars
Get the free guide →

FAQ

Open enrollment strategy questions

Quick answers before you request the guide.

What’s inside the Open Enrollment Strategy Guide?

Phase-by-phase checklists for pre-enrollment, open enrollment and post-enrollment, ready-to-use communication calendars for each phase, and five best practices for better OE engagement.

Who is the guide for?

HR and People leaders, and the broker teams who support them, who have run open enrollment before and want employees to actually understand and engage with their benefits.

When should open enrollment communication start?

Before enrollment opens. The guide’s pre-enrollment calendar starts about a month ahead with key dates, a “what’s changing this year” overview and early access to guides, so employees aren’t scrambling once the window opens.

Which channels should an OE communication plan use?

More than one. The guide recommends blending email, SMS, video, print, internal channels like Slack and in-office signage with QR codes, because people need to see a message several times, in several formats, before it sticks.

Is the guide free?

Yes. Enter your work email and our team will send it to your inbox.

Run your smoothest open enrollment yet

Built for broker & HR teams who’ve been through the OE grind and want employees to actually understand their benefits.

Get the free guide