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4 Helpful Enrollment Tools You May Not Have Thought Of

Posted on by Jenny Wan
Woman confused about enrollment benefits

4 Helpful Enrollment Tools You May Not Have Thought Of

Fall is around the corner and for many companies, it’s the kickoff to enrollment season. Now more than ever, plan members are preferring to go online to get help, research benefits and enroll online. According to MetLife’s 12th Annual U.S. Employee Benefits Trends Study, more than 50% of employees noted they need more help understanding how their benefits work and if they meet their needs.

If your company is looking to streamline the enrollment process, whether you need help organizing data or switching to online enrollment, the HPS web portal has a solution for you. However, we also offer other tools you may not have thought of which can make the open enrollment process easier and smoother for you and your enrollees.

Below are 4 HPS tools that will make your enrollment season less daunting:

1. Live Chat

A key way to increase enrollment is integrating tools plan members already feel comfortable using. The HPS web portal offers tools for secure live chat, which can significantly reduce incoming call volumes, while allowing your team to easily communicate and assist enrollees with their benefits questions.

According to study, 41% of plan members prefer to enroll via a computer, with 70% of Gen Y finding tools like live chat helpful in the decision making process. As a result, offering these types of online tools can help plan members enroll and communicate in a way they are most comfortable with.

2. Online Help and Content Editing

In order to increase enrollment, companies must ensure their benefits communications are understandable for everyone to read, meaning less jargon and more concise wording. In fact, about 60% of those surveyed noted they find targeted messaging helpful with benefit communications.

The web portal has numerous Content Management tools that help with communicating benefits to the end-user. Features like help buttons, FAQs, and customized messaging on enrollment pages enable you to communicate a message that is clear and relevant depending on who’s reading it

3. Email Notifications

The web portal also sends email notifications to plan members informing them about various updates such as confirmation of enrollment submission, update of enrollment status or directing the user back to the portal for more information.

These email notification templates can be customized by user type, company, or division and can be edited any time with our easy-to-use Template Editor. This helps to ensure that the plan member stays up-to-date and engaged throughout the enrollment season.

4. Document Management Tool

The Metlife study indicates that 63% of plan members find continuing educations about benefits helpful to them. The web portal supports these efforts by giving clients a Document Management tool that allows them to upload and share documents specific to members within certain groups or plan types. This gives your team a central place to manage the various enrollment documents members need to make informed enrollment decisions.

Since plan members prefer to research benefits information online, the portal is a natural solution. Benefits and enrollment-related documents can be viewed online and when plan members are ready, they can enroll online in the portal as well. All the information they need is located in a central place so they can refer back to it whether at home or at work.

These are only some of the ways the HPS web portal can make enrollment season a smoother process for your company. Schedule a demo to learn more about how our enrollment solutions will fit the unique needs of your business.

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