Open Enrollment Without the Chaos: Communicate benefits like 7 of the 10 largest US brokerages
Wed, September 30, 2026 – 1:00 pm - 2:00 pm ET
times shown are in Eastern Time
Description
As brokers prepare for the 2027 open enrollment season, benefit guides remain an important tool for helping employers communicate plan information clearly and effectively. But the way these materials are created, distributed, updated, and used continues to evolve.
This Running Your Business-sponsored webinar will explore practical strategies to improve the benefit guide workflow, from initial development through ongoing client and employee engagement. Drawing on insights from thousands of benefit guides, the presenters will share best practices that brokerage teams can use to make benefit communications more accessible, easier to maintain, and more useful throughout the enrollment process.
During this session, attendees will learn how to: Apply current best practices when developing employee benefit guides
- Improve the way benefit information is shared through digital links, QR codes, and email
- Make real-time updates without repeatedly distributing new PDF versions
- Use engagement data to better understand which benefits and resources receive the most attention
- Organize benefit guides, agreements, SBCs, and related materials into one centralized digital resource for clients and employees
The session will also demonstrate how digital benefit communication tools can support a more efficient workflow for brokerage teams while creating a more streamlined experience for clients.


