Evaluate Benefits Program
- Speak with your employer contact to review the current enrollment process and identify pain points where technology can be leveraged to improve efficiency and accuracy.
- Determine the key performance indicators (KPIs) that will be tracked during the enrollment period and set goals for each metric. Here is a few of our top choices:
Enrollment Completion Rate: The percentage of employees who complete the enrollment process during the designated enrollment period.
Participation Rate: The percentage of employees who enroll in at least one benefit offered during the enrollment period.
Employee Satisfaction: The level of satisfaction among employees with the enrollment process, benefits offered, and communication received.
Cost Savings: The amount of cost savings achieved by implementing the new enrollment process, platform or benefits offering.
Time Spent: The amount of time employees spend completing the enrollment process, and how it compares to previous years or industry benchmarks.
ROI: The return on investment of the enrollment period, including the cost of the platform, technology or benefits offered compared to the savings achieved.
- For 2nd year Trionfo cases: Use the Trionfo platform to generate customized reports that provide insights into employee engagement, enrollment trends, and utilization rates.
Communication Plan
- Define the timeline: Determine when you will communicate with employees and what topics will be covered at each communication touchpoint. Consider sending out an initial email blast to announce the start of open enrollment, followed by reminders throughout the enrollment period.
- Develop a comprehensive project plan that outlines the roles and responsibilities of each internal team member, administrator contacts, and sets clear deadlines for each task. Here is a suggested timeline:
2 weeks before open enrollment: Send initial email to clients and employees introducing the open enrollment process and providing basic information about the enrollment period.
1 week before open enrollment: Send a reminder email to clients and employees with more details about the enrollment process and a link to the enrollment portal.
Day of open enrollment: Send an email to clients and employees to officially kick off the enrollment period and remind them of the deadline for enrollment.
Mid-way through open enrollment: Send a reminder email to clients and employees who have not yet enrolled to encourage them to do so.
Last day before the enrollment deadline: Send a final reminder email to clients and employees to ensure they don’t miss the enrollment deadline.
Here are some items you may want to include in communications:
- Introduction to open enrollment period
- Enrollment dates
- Explanation of enrollment process
- Overview of available benefit options
- Contact information for questions or concerns
- Link to enrollment portal
- FAQ
Strategy and Execution
- Use the Trionfo platform to streamline the enrollment process and reduce the administrative burden on HR and benefits teams.
- Leverage the platform’s decision support tools to guide employees through the enrollment process and help them make informed decisions about their benefits.
- Continuously monitor enrollment progress and adjust the communication strategy as needed to ensure maximum participation.
Post-Enrollment and Next Steps
- Follow up with clients: After the enrollment period, reach out to your clients to make sure they are satisfied with their benefits and answer any questions they may have.
- Conduct a post-enrollment survey: Send out a survey to employees to get feedback on the enrollment process and their benefits experience. This will provide valuable insights to help you improve the process in the future.
- Ongoing support: Provide educational resources to your clients on how adds and terminations should be processed on the platform. Feel free to introduce other areas of the Ben Admin tool like Reporting and Documents Center to provide more value for your clients.
- Conduct regular check-ins: Schedule regular check-ins with your clients to ensure their benefits meet their needs and make any necessary adjustments.