Linking Enrollment Sessions to Statements
Enrollment meetings and recorded sessions can refer to the statement directly, so employees bring their own numbers to the conversation.
How it works in practice
Enrollment meetings and recorded sessions can refer to the statement directly, so employees bring their own numbers to the conversation.
Linking sessions to statements makes enrollment meetings more useful, because employees arrive with their own numbers. Questions get specific instead of general.
Recorded sessions work the same way. The employee watches with the statement open and applies what they hear to their own figures.
Tell employees when the statement will arrive, so the first session is not their first look at it.
Three places to go next
Open enrollment messaging
What to tell employees and when.
Open enrollment integration
Statements delivered alongside open enrollment.
Employee decision support
Help employees choose the plan that fits them.
Questions employers ask.
How do sessions refer to the statement?
The presenter points to the statement directly, and employees follow along with their own numbers.
Does it work for recorded sessions?
Yes. Employees can watch with the statement open.
What changes in the questions?
They become specific to the employee’s own tier, plan and cost.
Where this comes from.
This page describes how CFH builds and times total compensation statements and related materials for employer clients. It uses no outside statistics. The related guides below cover the wider process.
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