Download - ALEX presents: Ready, set, plan!
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By David Daskal Benefits Communication Expert, Jellyvision
presents…
Ready, Set, Plan! How to Learn from 2015 and Set Yourself Up for Success in 2016
© 2015 The Jellyvision Lab, Inc. All rights reserved. NOTICE: We have put a lot of work into this webinar. Please don’t take this material and put it into your own material without first talking with us. Seriously.
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Your host, David Daskal
• Benefits communication expert
• Supermarket free sample expert • Author of benefits-themed haiku
• Lover of anagrams
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We survived!
Now what?
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Today, we’ll talk about:
• Conducting a productive post-OE review
• Creating a helpful early 2016
benefits communications plan
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Taking Stock: How to Conduct a Post-Open
Enrollment Review
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Plans never go…as planned
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“What Went Well?” and
“What Could’ve Been Better If…”?
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1. Reflect on your 2015 OE goals • What were you trying to accomplish specifically
during OE this year?
• Consider both hard and soft goals
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2. Make a WWW – CBBI list
What Went Well: Could’ve Been Better If:
• Benefits questions to HR went down by 20%
• All employees successfully enrolled in benefits
• 401(k) contributions went up by 30%
• Communications materials were well-received by C-suite
• Traffic to benefits portal didn’t
cause downtime • We hit our CDHP enrollment
goal • More employees enrolled
earlier in the open enrollment process
• We had more traction with voluntary benefits
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3. Critique your 2015 benefits communications Ask how you might you have made your messaging: • More eye-catching and engaging • Easier to scan or digest • Less confusing, or boring, or overwhelming • More timely
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4. Survey your employees
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Sample survey questions
1. How effective were our communications in helping you make confident choices about your benefits?
• Effective • Somewhat effective • Neither effective nor ineffective • Somewhat ineffective • Ineffective
2. Would you prefer if we texted reminders about HR matters to you rather than email?
• Yes • No
3. Which parts of choosing benefits feel most confusing – and what might we do to help you understand better?
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5. Choose two guiding words for next year
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Planning Ahead: Identifying Your Early 2016 Benefits
Communications Priorities
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Benefits messaging themes for Q1 2016
1. New plan reminder messaging 2. “Fresh start” wellness messaging 3. What the heck is a 1095 form?! messaging
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New plan reminder messaging
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• Provide FAQs about pharmacy visits, doctor visits, and HSA reimbursement
• Walk employees through interpreting an EOB form
• Promote price transparency and cost comparison tools
What about high deductible plans?
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• Send email the first week of January
• Send a follow-up message the week plan cards arrive in the mail
• Use a third-party explainer tool
How to communicate it:
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“Fresh start” wellness messaging
Smoking cessation programs
Health and fitness programs
Financial wellness programs
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• A poster and/or
banner ad campaign
Ideas for communicating about health-related programs
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• An email sent
first 2 weeks of January…with links
Ideas for communicating about health-related programs
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Ideas for communicating about financial wellness programs January: • Send an email about
budgeting
• Create a newsletter, private Facebook group, or blog
• Tie end of year bonuses with messages about investing
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Ideas for communicating about financial wellness programs February: • Send an email reminder
about 401(k)s
• Send a reminder to join your group or follow your blog
• Send your financial wellness newsletter!
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Ideas for communicating about financial wellness programs March:
• Send reminder emails about FSA fund deadline
• Send “Tax Day is coming” message about the benefits of FSAs and HSAs
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Form 1095 messaging
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• What is this new form? • Why am I getting it? • What do I do with it? • Do I owe more taxes because of it? • How many of these will I get? • Do I send this in somewhere or what? • How will I know if I did everything right?
Anticipate their questions:
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Create clear, simple answers
• Use clear, ordinary language
• Consider creating a FAQ list
• Add visuals!
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Create a multi-platform communication plan
• Emails • Postcards • Posters • Intranet pages • Fliers with paychecks?
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JANUARY - FEBRUARY MARCH - APRIL MAY - JUNE JULY -AUGUST
PROMOTE: Pricing transparency, prescription transparency
REMIND EMPLOYEES: You can make HSA changes, FSA fund deadlines
EXPLAIN: How the deductible works
REMIND EMPLOYEES: About HSA flexibility
PROMOTE: Budgeting tools, 1095 awareness
REMIND EMPLOYEES: Tax advantages of HDHPs
REMIND EMPLOYEES: About pricing transparency
REMIND EMPLOYEES: About HSA reimbursement
REMIND EMPLOYEES: How HSA funds work
PROMOTE: Free preventive care, provider’s EOB resources
PROMOTE: Provider’s EOB resources
*Begin preparing your Open Enrollment materials
REMIND EMPLOYEES: How HSA reimbursement works
PROMOTE: The value of low premiums!
2016 Benefits Communication Theme Calendar
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Let’s review!
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1. Reflect on your goals 2. Make a “What Went Well/
Could’ve Been Better If” list 3. Conduct benefits communication
critique 4. Survey your employees 5. Choose two guiding words
Taking Stock
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1. Send new plan reminder messaging 2. Stagger “Fresh start” wellness messaging Jan- March 3. Create helpful 1095 FAQs – and a communication plan by Jan 2016
Planning Ahead