Benefits Communication & Enrollment
Effective benefits communication can be tricky and time-consuming. We can run tailored communication campaigns and provide access to highly qualified benefit counselors, saving you and your clients valuable time and ensuring employees make informed decisions regarding their benefits.
Our flexible approach means we can work with companies of any size, from 35 lives to 1000+ lives.
Communication campaigns
We offer open enrollment communication campaigns to provide employee clarity and maximize participation. These highlight enrollment information, changes to plans, key dates, and enrollment options.
Email Marketing
On-Site Flyers
Text Campaigns
Digital Postcards
A direct, mobile-friendly way to reach employees who don't respond to email. Digital postcards deliver key dates, plan changes, and enrollment reminders in a format that gets opened, without adding to inbox fatigue.
- Higher open rates than email for time-sensitive reminders
- No app, login, or download required
- Reinforces email, flyers, and text campaigns
Benefits Microsites
A dedicated, branded microsite for each client's open enrollment — built specifically so employees have one clear place to go instead of hunting through email chains and PDFs. Each microsite includes plan comparisons, key dates, FAQs, and direct links to schedule time with a benefits counselor.
- Mobile-optimized and built for quick employee self-service
- Branded to the client, not to us
- Updated in real time as plan details or deadlines change
- Reduces HR's inbound question volume during enrollment
AI Benefits Chatbot
Employees have benefits questions at 9pm on a Sunday, not just during business hours. Our AI Benefits Chatbot gives employees instant, accurate answers to common plan questions, and knows when to hand off to a live benefits counselor for anything more complex.
- Available 24/7 during open enrollment and year-round
- Trained on the specific plan details for each client
- Escalates to a licensed benefits counselor when needed
- Cuts down repetitive questions to HR and the call center
Highly qualified benefits counselors
Our licensed benefits counselors are available to speak to employees one on one to educate them on their options and help them make choices that best suit their health and family needs.
Highly trained
All benefit counselors go through our rigorous training program and are kept up to do date with training on all types of benefits.
Bilingual
Being based in SoCal, many of our benefits counselors are bilingual and able to service Spanish speaking populations.
True consultants
Our benefit counselors are never commissioned. They are true consultants, not salespeople.
Continued support
Benefits counselors can also be on hand to assist throughout the year.
Trained specifically for your client
For every open enrollment we hold specific training for the benefit counselors that will be working on your client’s enrollment.
We invite the carriers and even HR if they want to make sure that our counselors know the nuances of the benefits, the culture of the company, and any messaging that should be passed along to employees.
On-site or through our call center
Benefits consultations can be handled on-site or through our call center. Screen sharing is available and actively encouraged. We also provide multiple scheduling options for employees to speak with benefits counselors, including online self-scheduling.
All employees will be sent summaries of their elections after they complete enrollment, along with instructions on how to make changes during their enrollment period
Get In Touch
Have questions about our benefits communication and enrollment services? Great, we’d love to hear from you. Please fill out the form below and we’ll be in touch shortly.