Skip to Content
Holidays, key dates, and all the things you’ll want to communicate in one easy-to-use, comms-focused editorial calendar! icon

Open enrollment communication made simple

Most open enrollment advice stops at “send multiple reminders across multiple channels,” which is helpful, but you’re already there! What makes the real difference is having the copy ready, the timing mapped, and a system you can reuse next year instead of rebuilding from scratch.

So that’s what this kit is: Templates, a full send calendar, and the tips that separate a scramble from a smooth rollout.

In the kit:

  • Helpful tips for nailing your open enrollment comms
  • Templates you can copy + paste
  • Automation guides and ideas

Make this year's open enrollment communications your best yet

Open enrollment is one of the few times all year when everyone reads what you send. It’s your highest-engagement window, and with the right plan in place, it can actually be fun to run. We made this kit to make your open enrollment comms run smoother and your workload feel lighter!

6-week plan

6-week plan

A week-by-week checklist from kickoff to close, ordered by dependency

Email templates

Email templates

Copy-paste ready, with subject lines, preview text, and segment variants

The automation playbook

The automation playbook

The exact build with triggers, delays, and branches

A prompt library

A prompt library

AI prompts to optimize efficiency

Benefits hub ideas

Benefits hub ideas

One link that answers every question, so your emails can get shorter

What to measure

What to measure

The five numbers worth reporting, and how to talk about them

Download the free kit

This workbook is the perfect companion for anyone planning open enrollment communications this year. Happy planning!

Join the Happy Monday Club!

Start your week inspired and energized with our practical newsletter about positive company culture! It features actionable articles and little surprises, sent every Monday morning.

Happy Monday Club