Broker’s Guide to Open Enrollment: Marketing Templates Your Clients Need

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Open enrollment is here—let’s make it count.

This is a crucial time for employee benefits brokers, and the perfect moment to help your clients drive more confident health and financial decisions across their workforce.

That’s why we’ve created these open enrollment marketing templates with brokers in mind. You’ll get:

  • Complete email campaign sequences—pre-written messages your clients can send at key enrollment milestones
  • Direct mail postcard templates—crafted to connect with those hard-to-reach employees
  • Announcement flyers—professionally designed and in an easy-to-distribute format
  • Digital promotion assets—intranet ads and banners
  • Office posters—fill-in-the-blank designs for physical workspaces

Whether your client is guiding a first-time enrollee or helping someone who’s nearing retirement, these templates make it easy to engage employees with clear, actionable messaging. All you have to do is download, add your personal touch, and share with your clients.

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