Click here to visit your Unum Implementation Page where you can download templates, submit your eligibility file, and view other helpful resources!

PMA Consultants 2023 Dashboard

Your custom communication strategy and engagement updates

Open Enrollment Decision Doc Utilization

Usage as of 9/5/23

Employees Utilized

Total Reports

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

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.

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 Benefit Express and your Intranet sharing 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)

Intranet Banner

Decision Doc Flyer (8.5 x 11 PDF)

Short Blurbs

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 company-wide benefits meeting.

Having a company-wide meeting to go over benefit changes and updates? Use these Benefit Meeting Slides and Talking Points in your meeting to describe what Decision Doc is and how it can help employees.

Supporting Materials (click to download)

Benefit Meeting Slides & Talking Points

5. Include Decision Doc in your OE email communications.

We have included an additional email blurb with language you can include within other OE emails you may already be sending.

Supporting Materials (click to download)

Email Templates

  • Short Email Blurb
  • Intro Email
  • Reminder Email
  • Final Reminder Email

    EmailJoin our mailing list

    Just resources, never spam.