Reflections from 2025 OE: A Practical Roadmap for 2026
Open Enrollment 2025 may be behind us, but the lessons it revealed—and the actions that should follow in early 2026—are critical to building a smoother, more successful Open Enrollment cycle. Join Mike Blink, VP of Customer Experience, and Melissa McAllister, Senior Customer Success Manager, for an honest, practical discussion on what really happened during the 2025 Open Enrollment season and how organizations should respond in Q1 2026. This session will connect what went wrong in 2025 to a clear roadmap for the year ahead, with a focus on the early steps HR teams, brokers, and benefits administrators can take now to reduce risk and set 2026 up for success.
From communication gaps and data inaccuracies to vendor coordination issues and employee confusion, we’ll spotlight the most common Open Enrollment pitfalls and walk through actionable fixes—starting with post-OE cleanup, early planning, and alignment in Q1—so teams aren’t scrambling when the next OE season begins.
Key Takeaways
Identify the biggest Open Enrollment pain points from 2025—and address them early in 2026
Understand what to prioritize in Q1 to strengthen data, workflows, and vendor alignment
Improve benefits communication and employee engagement strategies
Build a clear, practical roadmap for a smoother, more confident 2026 Open Enrollment
Why Attend:
This session is designed for brokers who want to leverage 2025 Open Enrollment lessons to achieve stronger client outcomes in 2026. Learn how to lead post-OE cleanup, guide early planning in Q1, and position yourself as a year-round strategic advisor—helping clients reduce risk, improve engagement, and avoid repeating the same OE challenges.
