Open Enrollment meeting assistance is something we love to do! Last week we had the opportunity to join a broker team to assist them with employee meetings.
We know that clear communication is the key to a successful Open Enrollment. Prior to the meeting we had a brief but thorough discussion with the broker to determine their expectations and requirements of us for the meetings. This was an employer group not using a Benefit Admin system so we prepared election forms and an Open Enrollment booklet for the broker to review and approve.
During the OE meetings we spent time with members, had one-on-one discussions about their benefit options, answered questions, noted additional ID card orders, and of course made sure all required information was collected.
Following the OE meetings, we took all forms (securely) to our office and digitized all employee forms into a spreadsheet as well as scanned copies for the broker’s records. All the while the employer group had no idea we were not actually employees of the broker’s office. We operated like a well-oiled machine, even though we had never actually worked with this broker before. It comes from years of experience on the broker’s side as well as ours and working toward a common goal of satisfied members.
If you are a broker or an employer group and think it would be helpful to have an extra set of (experienced) hands at your Open Enrollment meeting, please contact us, we’d love to join you!
I'm Lindsey Crabtree, the Founder and CEO of Right Hand Operations. I love meeting new people and making connections, I love observing the commonalities between our clients and how we all have similar struggles in the business world. As I have time I enjoy reflecting on experiences and sharing what I've learned.