Open enrollment is over, and the rush of meetings, emails, and plan comparisons has finally subsided. But for brokers, the work isn’t done. December is the ideal time to transform enrollment data into insights that will drive more innovative strategies in the year ahead.

Every enrollment season generates a wealth of information: participation rates, benefit selections, supplemental adoption, pre-tax account usage, and more. By carefully reviewing this data, brokers can identify patterns, uncover gaps, and recommend targeted improvements to their clients. 

Which benefits were most and least utilized?
Understanding participation trends helps identify gaps in engagement or communication. Did employees skip supplemental benefits, FSAs, or HSAs? Where is education needed?

Where did employees miss key financial opportunities?
Look at whether employees took full advantage of employer matches, pre-tax accounts, or other incentives. This reveals both missed savings for employees and opportunities to demonstrate ROI to the employer.

What patterns emerge across employee segments?
Analyze choices by department, age group, or job level. Are younger employees underutilizing retirement contributions? Are families skipping dependent coverage? These insights can guide targeted education in the future.

How effective were communications and enrollment tools?
Which emails, presentations, or decision-support tools resonated with employees? Where did confusion persist? Evaluating this helps improve engagement for next year.

What changes should be made for next year?
Based on the data, what adjustments could improve participation, reduce confusion, or increase supplemental benefits uptake? This may include changes to plan design, communication timing, or the introduction of smarter guidance tools.

Answering these questions isn’t just about accountability. It’s about preparing clients for next year. Brokers who translate enrollment results into actionable guidance help employers make more strategic decisions about plan design, employee education, and engagement tactics. This proactive approach positions brokers as true partners in their clients’ benefits strategy rather than just service providers during open enrollment.

Let’s connect on how SAVVI solutions can strengthen your strategy heading into open enrollment. Click here to schedule a 30 minute chat. Or simply call 781-583-7017 or email at sales@savvifi.com.