Beyond the Platform: Choosing the Right Tech Partner for Open Enrollment

When Open Enrollment hits, it’s not just about having a platform that works—it’s about having a partner you can count on.
Sure, features matter. But so does knowing who to call when your team has a question at 7:45 a.m. on launch day. Or whether your system can adjust when plan eligibility rules shift at the last minute.
A strong tech partner does more than deliver a product—they deliver peace of mind. And during OE, that makes all the difference.
Tools vs. Partners: What’s the Difference?
A tool gives you the functionality. A partner gives you support, strategy, and solutions when you need them most.
The best benefits technology platforms don’t just sit on the shelf until OE season. They evolve with your team, adapt to your org chart, and help you work smarter all year long.
If you’re only thinking about your tech during OE, you might have a tool. If you’re thinking about it with someone else year-round? That’s a partner.
5 Signs You Have the Right Tech Partner
1. You have a dedicated support team
Not just a help center or a ticket queue—real people who know your team, your setup, and your OE goals.
2. They proactively prep you for OE
Your tech partner should be reaching out before Q4 with timelines, checklists, and resources to help you get ahead.
3. They offer tools that lighten your load
Do they help you automate enrollment reminders? Offer employee education templates? Reduce manual data entry?
4. They can personalize workflows
Not every workforce is the same. Can your system accommodate part-time rules, multiple EINs, or union groups?
5. They offer real-time insights
Great tech partners give you dashboards and reporting tools that help you see what’s working—and what’s not—before it’s too late.
Questions to Ask Your Current Vendor
- How do you help clients prepare for OE?
- What kind of support is available during OE season?
- Do you provide resources or best practices for employee communication?
- Can your platform segment messages or workflows by role, location, or eligibility?
- How do you support ACA reporting and compliance tracking?
If the answers sound vague or generic, it might be time to explore new options.
What Partnership Looks Like at Selerix
At Selerix, we don’t just hand over a product and wish you luck. We work with HR teams throughout the year to:
- Map out OE goals and timelines
- Train admins and benefits staff
- Configure custom workflows for eligibility and plan selection
- Automate communications via Selerix Engage (email, SMS, intranet)
- Track enrollment engagement in real time
- Support ACA compliance and reporting needs
We’re not just here for go-live day. We’re here from kickoff to closeout—and every step in between.
Take the Next Step
If you’re still relying on duct tape and spreadsheets to get through OE, or if your current platform makes you feel more alone than supported, it might be time to make a switch.
Talk to a Selerix expert about what a true tech partnership can look like.
Or start by assessing your current tools: Download the Tech Audit Checklist to see how your platform measures up.
Because OE is too important to go it alone—and you don’t have to.
