Cooley Group 2023 Dashboard
Your custom communication strategy and engagement updates
Final Engagement Updates
Engagement as of 01/23/2023
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 Implementation Meeting, we’ve put together guidance and materials you can use to make Decision Doc stand out to employees.
www.myhealthmath.com/cooleybrand2023
This is your unique link to Decision Doc.
Follow these 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’ve made 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)
2. Add the Decision Doc URL to your benefit enrollment platform
Here are some materials and suggested opportunities to share Decision Doc:
- Welcome Announcement
- Your official enrollment page
- Accompanying your plan documents and plan cost details
- Pair with your contact information
Supporting Materials (click to download)
3. Include language in your employee handbook.
Based on typical benefit handbooks we’ve seen, here are some suggestions for where you might include language:
- Eligibility and Enrollment Section
- Plan Overview and Cost Section
- HSA Section
- Medical FSA Section
- Q & A Section
Supporting Materials (click to download)
Benefit Platform & Employee Handbook Language
4. Add the Decision Doc PPT slides to your ‘411 Call’ presentation.
You mentioned some upcoming “411 Calls”. Use these Benefit Meeting Slides and Talking Points in your meetings to describe what Decision Doc is and how it can help employees.
Supporting Materials (click to download)
5. 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.
Pro Tip: Consider including the Employee Flyer as an email attachment!
Supporting Materials (click to download)
- Short Email Text
- Full Intro
- Full Reminder
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