4 Tips for a Successful Open Enrollment Meeting | Solstice

You might be asking yourself, what do I present at open enrollment? Making the right first impression with your clients and their employees is key to a successful relationship. These tips for successful open enrollment will help you wow your clients and become an OE expert.

Key Takeaways:

• Set the tone for open enrollment by making a great first impression.
• Understand the needs of your clients and present based on them.
• Make sure your clients understand the information you are providing.
• Ask for client feedback during and after enrollment.
  
  

Know what information to provide. You need to be concise and informative Find out what’s most essential for your client and their employees and cater to that. Once you figure out their needs, make sure you have the right materials. This can include the size and type of provider network, list of covered services, and available online resources. 

Make it easy to understand. Many employees don’t understand their insurance coverage. Some of that comes down to employers who fail to fully communicate health care benefits to their employees. As their broker, it’s vital for you to be well-versed in the information you are providing. You want your clients to understand the benefits so they can make educated decisions on their benefits. Handouts, charts, and promo items are all helpful and simple ways to present to your clients.

Ask them questions. An effective way to gauge how prepared your clients are for open enrollment is by asking for feedback. “Did you read about the telehealth benefit?” or “was the open enrollment flyer helpful?” You will want to have open-ended questions, as you never know what feedback could spark a new idea. You will be able to strategize for an even better open enrollment experience next time.

Bonus: Teaching clients about common health care terms and claims processing can go a long way. It’s better to be educated now than when clients are in a jam and need information quickly.

Open enrollment can become overwhelming with all the benefit plan information and possible changes that come up. With the help of these tips, you will be able to shed some of that overwhelming feeling off your client's minds and give them an open enrollment feeling they will never forget! Want more useful open enrollment tips? Download our free guide by clicking the image below! 

Any questions about your current Solstice products? Login to your portal on https://www.solsticemarketplace.com/ 

Want to start selling Solstice? Give us a call at 877-760-2247 or email us at sales@solsticebenefits.com