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  • Ned Schaut

Design a More Efficient Open Enrollment

Updated: Nov 4, 2019


The more prepared you are for your Open Enrollment the easier your sign-up period will feel.


Consider using a step-by-step process to ensure critical actions are taken accurately and on time throughout your enrollment. From getting an early enough start to using checklists to stay organized, a precise plan and generous schedule will greatly reduce stress and increase success.


Start with efficiently communicating with employees about need-to-know information and important deadlines. Begin early, so you can repeatedly give them clear information they will retain. Make time to answer questions, and be available to clarify any confusion.


10 Steps to Increase Efficiency and Accuracy During Open Enrollment

Follow through on important paperwork, like making sure your employees get their ID cards delivered quickly and their claims processed efficiently. The easier you can make it to use their benefits, the more participation you’ll experience.


Track how your employees rate the ease of using their plan and regularly review your policies to gauge their effectiveness. It’s important to evaluate what works and what doesn’t so you can continue to tweak and adjust to best suit your needs.


For more ideas on how to make your Open Enrollment a (relatively) stress-free success, call us at 916-742-7842. We know how challenging it can be to keep track of all the details that keep a successful enrollment on track, so we created a checklist for you to download and reference. Review it before you dive into your new enrollment period to help you fill any gaps in your existing approach. Click here for the checklist 10 Steps to Increase Efficiency and Accuracy During Open Enrollment.

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