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Open Enrollment Season – A Checklist for Employers

SIMA Financial Group > Benefits  > Open Enrollment Season – A Checklist for Employers

Open Enrollment Season – A Checklist for Employers

Here at SIMA we offer a comprehensive set of tools and support materials to ensure your employees remain engaged, educated, and, most of all, enrolled in a plan that helps them make better decisions for a healthy physical and financial future.

Here are just a few things to do before, during, and after the enrollment period.

Pre-Enrollment:  4-10 weeks before Open Enrollment

  • Plan kickoff event around enrollment
  • Send a letter, email, or text message about upcoming enrollment period
  • Print flyers or order materials to hand out at enrollment event

Open Enrollment:  1-2 weeks before and during Open Enrollment

  • Send reminders about enrollment period
  • Display posters or other materials at event
  • Schedule benefits meetings

Ongoing Communications:  After Open Enrollment

  • Keep engagement going with timely reminders about benefits