
Open Enrollment:
A Year Long Roadmap to Success
Your Month-by-Month Guide to Streamlining Open Enrollment with Strategies, Tools, and Resources

Take the Stress Out of
Open Enrollment
Open Enrollment works best when it’s treated as a year-round process. By breaking it into monthly milestones, this roadmap helps you avoid last-minute chaos, build momentum, and ensure you aren’t caught off guard.
What’s Inside the OE Roadmap?
Each month brings new opportunities to optimize your benefits strategy. Here’s a sneak peek: