Insero CPA 2023 Dashboard

Your custom communication strategy and engagement updates

New Hire and QLE Engagement Updates

Engagement as of  2/14/2023
Participation will be updated monthly.

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.

One of the benefits of Decision Doc is that it’s available to you and your employees for the entire plan year!

Your dedicated Customer Success team is here to help brainstorm engagement ideas.

New Hire and QLE Materials

 

Check out the Optimizing Decision Doc Engagement overview for ideas on how to optimize engagement with your new hires! 

Include Decision Doc in your New Hire Onboarding process.

New Hire Onboarding: use the New Hire Flyer and New Hire Email Templates to help new hires understand how Decision Doc can help them choose benefits during the onboarding process.

The MyHealthMath team can also send reminder emails to your new hires on your behalf! Please reach out to your Customer Success team if you would like us to send out Decision Doc reminder emails.

Remind employees that Decision Doc is available for Qualifying Life Events.

Qualifying Life Events: use the QLE Flyer to spread the word that Decision Doc is available to employees experiencing a QLE.

Supporting Materials (click to download)

QLE Flyer (8.5 x 11 PDF)

Final Engagement Update

Engagement as of 11/28/2022

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 Implementation Meeting, we’ve put together guidance and materials you can use to make Decision Doc stand out to employees.

www.myhealthmath.com/inserocpa2023

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)

Letter to your IT Department

2. Add the Decision Doc URL to Navigator and intranet page

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
3. Include language in your benefit guide.

Based on typical benefit guides 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
4. Add the Decision Doc PPT slides to your benefit meeting presentation.

You mentioned some benefit webinars. Use these Benefit Meeting Slides and Talking Points in your webinar to describe what Decision Doc is and how it can help employees.  We have provided a brief presentation with highlights, as well as an extended version, to suit all your benefit meeting needs!

Supporting Materials (click to download)

Benefit Meeting Slides & Talking Points

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)

Email Templates

  • Short Email Text
  • Full Intro
  • Full Reminder

Flyers

EmailJoin our mailing list

Just resources, never spam.