Unum 2023 Communications Dashboard

Your custom communication strategy for Decision Doc, powered by Sherpa Score

Final Engagement Update

Engagement as of 11/21/2022

Total Unique Engagements

Total Engagements

Total Unique Engagements is the number of unique employees who have used Decision Doc, while Total Engagements is the number of reports delivered. An employee who ran multiple scenarios in Decision Doc will be counted once under Total Unique Engagements, but may be counted 4 times under Total Engagements.

Communication Strategy

Embedding Decision Doc in your open enrollment (OE) strategy will make Decision Doc feel like a natural part of the enrollment process. Based on our discussion, we’ve put together guidance and materials you can use to make Decision Doc stand out to employees.


This is your unique link to Decision Doc. You can download the QR code here.

Four steps to optimize enrollment

1. Add the Decision Doc domains to your Allow List

To create a seamless experience for employees, we need to ensure our domains are on your Allow List. We will make this easy by creating a Letter to your IT Department. Sending this to your IT team is critical, so please let us know if you have any questions!

Supporting Materials (click to download)

Letter to your IT Department (coming soon!)

2. Add the Decision Doc URL to your MyBenefits Site

Here are some materials and suggested opportunities to share Decision Doc.

  • Welcome Announcement: a Welcome Banner that is linked directly to Decision Doc. Consider including this welcome banner in multiple places on your MyBenefits Site.
  • Accompanying your plan documents and plan cost details: Include reminders about Decision Doc anywhere you share plan details and cost information. Use the Short Messaging Blurbs, the Employee Flyer (with QR code), Custom 2-minute Video and Decision Doc Icon to help employees understand how Decision Doc can help them choose a benefits package.
  • Pair with your contact information: Is your most common question from employees: “which plan should I enroll in?” We’ve created a specific Short Messaging Blurb you can include next to your contact information.
3. Include Decision Doc in your OE email communications

Direct emails to employees about Decision Doc is one of the best ways to encourage participation.

We have created a set of email templates to make this easy: Intro Email, Reminder Email, Email from your Executive Leadership, and Final Reminder Email.

Supporting Materials (click to download)

Email Templates

  • Intro (page 1)
  • Reminder (page 1)
  • From your executive leadership (page 2)
  • Final Reminder (page 2)


4. Additional Materials

Here are a few other materials we have created for you, based on some best practices from other companies we’ve worked with.

  • Newsletter Language: we heard you talk about company newsletters so we pulled together a few additional Short Messaging Blurbs for you to choose from.
  • Electronic Slide: if you have large TV monitors throughout your building, feel free to use this Electronic Slide with a QR code to notify employees about Decision Doc.
  • Messaging App Blurbs: some companies have messaging platforms they use to communicate with employees. We’ve provided a couple short messaging blasts you can use, if this applies to you!
  • Decision Doc Logo: feel free to include this logo with the messaging blurbs we have provided.

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