Benefits Communication Toolkit for Brokers

Be the first broker on your block to offer your clients annual enrollment and ongoing benefits communications.
Our benefits communication toolkit is an end-to-end solution for annual enrollment and ongoing health and wellness benefits education. Everything you need to plan, implement and manage a communications campaign for your clients is inside.

This toolkit is so easy to use that you really can do it yourself.

The multi-license version is ideal for benefits brokers who want to set themselves apart from competitors by supporting annual enrollment or ongoing benefits communication for clients—strategically.

For an investment of $18,000, you’ll get a complete package you can use with as many clients as you like:

Sample benefits guide cover. Click on the design gallery link to see more.

• Planning tools & templates to build communication strategies and timelines for your clients
• Best practices & guidelines for effective benefits communication
• 10 cover designs you select from our design gallery. Additional cover designs can be purchased for $250 each
• Identity & formatting guide
• Ready-to-use communication templates:
  • Benefits enrollment guide
  • New hire enrollment cover letter
  • Employee enrollment cover letter
  • Enrollment poster
  • Benefits facts flyer
  • Employee presentation
  • Benefits newsletter
  • Annual enrollment email announcements
• Training via webinar for your team

The identity and formatting guide that comes with the kit will reflect your design choices.

BONUS! Interested in more great tools? With the purchase of your Benefits Communication Toolkit, you’ll get the Marketing Your Business with Social Media Toolkit.