Open Enrollment Toolkit

Open Enrollment Toolkit

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The tools you need to take on open enrollment with confidence 

In today’s digital world, employers must think beyond traditional memos and meetings when it comes to creating a first-class open enrollment experience.  

Our handy toolkit is here to help. Inside, you’ll discover best practices for efficient benefits administration, easy-to-use communication tools, and financial management tips to set your organization up for virtual open enrollment success. 


What's Included?

  • Our comprehensive open enrollment guide 
  • Scorecards and checklists to help you evaluate your virtual open enrollment preparedness
  • The Ideal Open Enrollment Timeline 
  • Live Q&A with CBIZ’s National Director of Communications – Digital Employee Communication in a Remote World 
  • Three-part webinar series – Going Digital: The Secret to Impactful Employee Benefits Communication 


What You'll Learn:


  • How to effectively communicate and engage with your employees in a digitally driven environment. 
  • When your organization should deliver benefits resources and messaging to maximize their impact. 
  • Possible areas of improvement in your digital communication plan. 
  • Emerging technologies to boost participation in your benefits offerings. 


Are you unsure of how to prepare for virtual open enrollment? Let our toolkit be your guide.