Whether you’re using ChatGPT, Claude, Gemini, or another AI assistant, the right prompts can help you move from blank page to first draft in minutes, giving you more time to focus on the work only humans can do.
This prompt pack is organized around the biggest open enrollment jobs to be done, from planning your communication strategy to preparing for broker meetings and building employee education campaigns. Simply copy, paste, and customize.
AI prompts to build your open enrollment strategy
Every successful open enrollment starts with a plan. Use these prompts to create timelines, organize stakeholders, identify risks, and build a communication strategy before the busy season begins.
Copy-and-paste prompts:
- Create an 8-week open enrollment project plan for a company with [X] employees. Include milestones, owners, dependencies, and key communication deadlines.
- Build an open enrollment communications calendar that includes email, Slack, manager talking points, intranet updates, and reminder messages. Ensure all comms exclude any HR/benefits/or healthcare jargon. Make it succinct and easily understood.
- Create a project checklist for an HR team of [X] people preparing for open enrollment.
- Identify the biggest risks that could derail an open enrollment project and recommend ways to prevent them.
- Prioritize my open enrollment tasks if I only have [X] hours each week to dedicate to planning.
AI prompts to create employee communications
Writing open enrollment communications from scratch takes time. Use these prompts to draft clear, approachable messaging that helps employees understand what’s changing and what they need to do. Even if you just use them to get started and then add in your own tone and voice, getting the first draft done can get the wheels in gear.
Copy-and-paste prompts:
- Write a friendly open enrollment announcement email for employees. Keep the tone conversational, explain what employees need to do, and include placeholders for enrollment dates and benefit changes.
- Rewrite this email using plain language that is easy for employees to understand: [paste email].
- Make these emails more succinct and remove any HR or healthcare jargon: [paste emails].
- I need fun, interesting subject lines that catch the eyes of our employees and get them to open our open enrollment emails.
- Write a Slack announcement encouraging employees to begin open enrollment.
- Create manager talking points so supervisors can remind their teams about open enrollment during team meetings.
- Write an FAQ answering the 10 questions employees are most likely to ask about open enrollment.
AI prompts to prepare for your broker meeting
Your annual broker meeting is one of the best opportunities to shape your benefits strategy—not just review renewals. These prompts will help you prepare smarter questions, uncover opportunities, and make the most of your broker relationship.
Copy-and-paste prompts:
- Help me prepare for my annual broker meeting. What strategic questions should I ask beyond plan pricing?
- Review this renewal proposal and identify any missing information or follow-up questions. [paste proposal]
- Create an executive summary of this benefits renewal report for company leadership. [paste renewal info]
- Based on these renewal changes, what employee communication challenges should I prepare for?
- Recommend questions I should ask my broker about year-round employee engagement, decision support, and benefits technology.
AI prompts to incorporate financial wellness into open enrollment
Open enrollment isn’t just about selecting benefits, it’s one of the biggest financial decisions employees make all year. Use AI to build creative communications that help employees connect their benefits choices to their financial goals.
Copy-and-paste prompts:
- Create an employee communications (email, Slack message, intranet notifications) that positions open enrollment as an annual financial check-up.
- Explain how an HSA can help employees save money now and in the future using plain language. Feel free to include fun examples, metaphors, or opportunities to infuse humor into a topic some might find boring.
- Write an email encouraging employees to review whether last year’s benefits still fit their current life circumstances. Offer examples and descriptions that real people can relate to. Use a friendly and approachable tone so people don’t just glaze over the email.
- Suggest ways to highlight financial wellness benefits during open enrollment without overwhelming or boring employees. Feel free to use creative examples, metaphors, or situational humor.
- Create messaging about open enrollment and the opportunity to check in on financial wellness and cater to employees at different life stages, including new hires, growing families, and employees nearing retirement.
AI prompts for small HR teams
For small HR teams, AI can help you accomplish more without adding more hours to your week, or overwhelming your team. These prompts focus on prioritization, automation, and practical execution.
Copy-and-paste prompts:
- I am an HR team of [X] supporting [X] employees. Build a realistic open enrollment communication plan I can execute with limited time.
- Offer suggestions for the parts of open enrollment that I can responsibly automate using AI.
- Create a lightweight open enrollment plan that focuses on the highest-impact activities first. I’m thinking: timeline, email templates, tips on better engaging employees, slide templates for managers to present open enrollment to team members.
- I’ve copied last year’s open enrollment strategy below, offer ways I can build on it this year, or ways we can leverage AI to better communicate to our employees without overwhelming our team. [paste last year’s plan]
- Help me identify which open enrollment tasks require human review and which are safe to delegate to AI.
AI prompts for enterprise HR teams
Large organizations often face additional complexity, from multiple audiences and locations to varied plan offerings and communication channels. These prompts help you scale your planning without sacrificing clarity.
Copy-and-paste prompts:
- Build an open enrollment communication strategy for a company with [X] employees across multiple locations.
- Recommend a communication plan for employees with different eligibility groups and benefit offerings.
- Create manager toolkits for leaders responsible for communicating open enrollment across multiple departments.
- Develop a multilingual communication strategy for open enrollment.
- Recommend ways to personalize communications for different employee populations while maintaining consistent messaging.
AI prompts to review and improve existing content
One of AI’s greatest strengths isn’t creating content—it’s improving what you already have. Use these prompts to make your existing open enrollment materials clearer, shorter, and easier for employees to understand.
Copy-and-paste prompts:
- Rewrite this benefits communication at an eighth-grade reading level without removing important details: [paste content].
- Identify confusing or overly technical language in this document and suggest simpler alternatives. Feel free to offer opportunities to inject real world examples, levity, or humor.
- Turn this benefits guide into an employee-friendly FAQ. Avoid all healthcare, benefits, or HR jargon.
- Summarize this open enrollment guide into a one-page overview highlighting only the most important actions.
- Review this communication for clarity, readability, and opportunities to reduce employee confusion.
AI prompts to gather feedback and improve next year’s open enrollment
Once open enrollment wraps up, it can be tempting to move on. But the days immediately following enrollment are when employee feedback is most valuable. Use AI to quickly create post-OE surveys, analyze the results, and uncover insights that will make next year’s enrollment smoother for everyone.
Copy-and-paste prompts:
- Create a 10-question post-open enrollment employee survey designed to measure satisfaction, identify areas of confusion, and gather ideas for improvement. Include a mix of rating-scale, multiple-choice, and open-ended questions.
- Draft an email inviting employees to complete our post-open enrollment survey. Keep the tone friendly, explain why their feedback matters, and encourage participation.
- Analyze these survey results and identify the five biggest themes, recurring questions, and opportunities to improve next year’s open enrollment. [paste survey results]
- Using these survey responses, recommend changes to our communication strategy, employee education materials, and enrollment process for next year. [paste survey results]
- Create a post-open enrollment retrospective agenda for my HR team that summarizes what went well, what didn’t, and the top priorities to address before next year’s enrollment.
Let AI automate the busywork. Then, let ALEX Home transform the experience.
These prompts can help you move faster, communicate more clearly, and spend less time starting from scratch. But the best open enrollment experiences don’t rely on AI alone—they combine thoughtful planning with technology that helps automate the work, personalize the experience, and surface the insights that matter.
ALEX Home is built to be that partner. It helps HR teams manage open enrollment from end to end with personalized decision support, automated communications, benefits administration, real-time reporting, dashboards, and post-enrollment analytics that reveal trends and opportunities for next year. So while AI helps you manage the workload, ALEX Home ensures you deliver the best experience—giving your team more time to focus on the people behind every enrollment decision.
