How to help small business owners prepare for open enrollment

Open enrollment sneaks up on many employers. For small to mid-size business owners who wear multiple hats during the year and have a small or even no HR department, that annual time to choose health insurance can creep up especially fast.

Dealing with an important decision like whether to renew or switch health plans is already hard enough. But when you factor in limited time and many other important responsibilities to manage, it becomes even more critical to have the right resources on hand to help make an informed decision.

According to the Employee Benefit Research Institute, 83% of employees say health insurance is very or extremely important when deciding to stay at their current job. The quality and coverage of insurance plays heavily into this decision, so deciding on a plan that will satisfy employees’ needs isn’t a task to be taken lightly.

To make that task easier, we created an e-book with a complete guide to help benefits advisers to prepare their clients for a health plan renewal—or for a possible switch.

Here’s what you will find in our detailed e-book:

1. A five-point pre-renewal checklist that will help employers answer key questions to help select the right plan for their employees and their company.

2. A ready-made survey that makes it easy to gather feedback from employees to inform coverage decisions.

3. Some quick tips to help employers get the most out of their chosen plan(s).

If you’re juggling many clients who have the same renewal or effective dates, the e-book can also take some of the burden off your shoulders. The guide includes a list of the company, employee, and financial information that you need from your clients. Together with the guiding questions, you’ll get what you need to advise your clients based on their individual needs.

Download your free e-book today to share and work on with your employer clients. With it, they’ll have the tools they need to make informed decisions that will benefit both them and their employees.

Download the guide

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