Retain Clients With Robust Dental and Vision Benefits Enrollment Support

Dental and vision are among the most widely used benefits. But even the most comprehensive benefits packages don’t deliver if employees don’t understand what benefits they have and how to use them. For dental insurance open enrollment, provide materials educating employees on their benefit options and how the plans work.

Work with a dental and vision carrier that can help you provide a robust enrollment experience for your clients and their employees. Increased education and awareness of their benefits can increase employee participation and plan usage. And you’re more likely to retain clients.

It’s important to customize enrollment support so it fits your client’s specific needs. If clients are not sure what enrollment materials to offer, you can suggest options to help them meet their goals. Here are some materials a dental and vision benefits carrier can offer for a successful enrollment:

Library of digital brochures on benefits topics

Benefits can be hard to explain and understand. Use brochures to give a high-level look at benefits. If there is more than one plan offered, an enrollment booklet could include tips for how to choose a plan based on the employee’s needs. Help educate employees about all aspects of the benefits being offered, like:

• procedure cost estimates
• network provider savings
• incentives or rewards plans

Customized benefits website

The site should outline plan details and may offer FAQs and forms to help employees through the enrollment process. Employees can refer to the site year-round for plan details.

If clients maintain and prefer to use their own branded benefits enrollment booklets or websites, the carrier should provide benefits content that fits the client’s needs. This plan content should be concise and easily incorporated into their materials.

Customized benefits videos

Videos make it easy for employees to learn about plan details and choices.

If they’re hoping to increase dental enrollment and their employee base is broad and in multiple locations, offer to provide a simple video that outlines their dental plan options, costs and health advantages of having dental benefits. Your client can feature it on their employee website or in an employee email newsletter.

Ask questions and focus on the client’s goals

Start by understanding your client’s benefits and business goals. Are they trying to increase plan enrollment, use of benefits, or use of network providers?

Once you know your client’s big picture goals, ask some questions to find out what types of enrollment support fit best.

Does your client:

1. have a website that’s dedicated to employee benefits?
2. promote benefits on an employee website?
3. share benefits information through an employee newsletter or email?
4. Host an in-person or online benefits fair?
5. perform employee benefits enrollment online or on paper?
6. use online benefit enrollment/administration platforms?

These questions will start conversations that allow you to help your clients accomplish their benefits and business goals.

Be your clients’ trusted benefits adviser by working with the benefits carrier to create educational benefits materials.