Updates by Kylie Artz, Shared Services Manager, Trüpp.

Don’t let anything fall through the cracks with your upcoming benefits renewal. Simplify your open enrollment with this helpful checklist.


1. Inform

  • Establish effective communication and educational plan.
  • Understand and educate employees on the scenarios of health care reform.
  • Educate employees on plan changes and the potential impact of those changes.
  • Highlight the value of your health and benefits program.
  • Communicate early and often to the newly eligible.

2. Improve

  • Make the most of your benefits dollars by surveying employees on their preferences and priorities.
  • Consider adding a wellness program.
  • Use open enrollment as an opportunity to reinforce wellness campaigns.
  • Understand the “hidden” perks your benefits offer employees (EAP, travel assistance, etc.)
  • Make voluntary benefits a big part of the message.
  • Highlight cost-saving opportunities.
  • Capture employee questions, communication preferences, and feedback to improve next year’s open enrollment process.
  • Leverage a broker to provide general user feedback.

3. Innovate

  • Create easy access to benefits information.
  • Leverage technology to increase employee accessibility and transition accountability to the
  • Avoid the nightmare of paper forms by exploring online open enrollment programs and software.
  • Utilize texting and social media platforms to deliver reminders and helpful information to employees.

4. Identify

Identify all the enrollment-related materials that your employees need or are required to have:

  • Open enrollment schedule.
  • Statement of current coverage.
  • Plan-specific changes and rates.
  • Plan-specific summaries.
  • Open enrollment forms.
  • Resource contact information.
  • Other resources such as frequently asked questions, benefit choice comparisons, information on underutilized benefits, etc.

5. Insure

  • Confirm that all forms are complete, accurate, and submitted.
  • Be sure that all employees have received ID cards.
  • Comply with all relevant health care reform requirements.
  • Verify that all payroll deductions and employer contributions are properly adjusted in the payroll system.
  • Distribute all required notices.
  • Use as an opportunity to update addresses and beneficiary information of employees.