MarCom CX empowers a top-5 benefits broker to optimize open enrollment

Digitizing engagement to enhance enrollment

The broker’s outdated platforms were costly, cumbersome, and failed to leverage all available communications channels. Manual workflows and a lack of real-time data integration made open enrollments a struggle. Messages were sent with stale information that confused the signup process. This created scenarios where some employees weren’t engaged enough to understand their options and deadlines, leading to default selections that didn’t align with their needs.

The broker turned to Broadridge MarCom CX to revamp outreach abilities and better support clients through:

• Centralized composition and distribution hub
• Omni-channel (print, email, SMS, and microsites) delivery
• Automated workflows with real-time data integration
• Employer- and employee-level customization
• HIPAA-compliant security measures

Embracing digital engagement elevated the entire open enrollment lifecycle. Employees receive vital information at the opportune time, leading to more active selections. Clients enjoy more successful enrollment periods and productivity boosts driven by a more satisfied workforce.

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