Make Open Enrollment Clear, Confident, and Stress-Free

A Step-by-Step Framework to Run Open Enrollment Smoothly

Most teams face tight timelines, complex systems, and constant questions. With the right plan and tools, open enrollment can shift from reactive and overwhelming to organized and effective.

Inside you’ll find guidance on how to:

• Build and align your benefits strategy
• Prepare systems and stakeholders
• Communicate clearly and consistently
• Educate and support employees
• Monitor progress and adapt in real time
• Wrap up and improve for next year

Bonus Resources
Use these tools alongside the guide to stay organized:

Open Enrollment Timeline — milestones and deadlines from planning to post-enrollment.

Open Enrollment Checklist — a detailed to-do list covering strategy, communication, execution, and follow-up.

Open enrollment isn’t just about managing a deadline—it’s about delivering value to your people.

Download our Open Enrollment Guide and start building a smoother experience for your team and your employees.