HR ebooks, guides, toolkits, & templates

The Open Enrollment Toolkit is filled with useful and actionable resources that help HR teams and HR brokers engage employees and reach their open enrollment goals.

In this new toolkit, you’ll receive the following:

• A free employee video (Benefits Key Terms, Explained).
• Three email templates to copy/paste for your open enrollment outreach.
• A detailed action plan and calendar, complete with outreach ideas across the full OE cycle.
• Our OE Case Study and Trends Report, a deep dive into the learning lessons from 250+ campaigns to ~775,000 employees.
• Our OE Playbook, which goes over the six most common challenges with OE, and how to solve them.