Page 2 - Pate Downs & Pinkerton LLP

Build an enrollment strategy

that’s right for your employees

Customize your benefits

communication and education

Without impacting your budget, we can provide customized
benefits communication and education with full-service, end-to-
end enrollment. Your employees will be better informed to make
the best decisions for their personal financial situations.

Communicate and educate

Whether it’s the insurance you provide or employee-paid voluntary benefits, we can educate
your employees on all of their enrollment options with customized communications. Most
materials are available in Spanish.

Email campaign Digital Postcard Youville

This series of emails provides learning The employer can email this customizable Our benefits learning website can be
options and simple steps employees can landing page to all employees. used before and during enrollment
take during their enrollment. to educate employees for their 1-to-1
Benefits of the postcard:
Benefits of the email campaign: „ House all core/voluntary benefits benefits counseling session.

„ Help employees understand information at a high level Benefits of the website:
their benefits „ Share personalized benefit
„ Embed videos and insert
„ Increase awareness, external links recommendations
participation and appreciation „ Track number of views and clicks „ Offer guidance on changing needs
of benefits offered with detailed analytics and different life stages
„ Provide a single site to view core
and voluntary benefits information

Digital benefits booklet Customizable materials

The digital benefits booklet provides a These fliers, posters and booklets can educate employees on
more engaging way to educate employees their upcoming enrollment.
on their benefit options. Benefits of the customizable materials:
Benefits of the booklet: „ Promote the appropriate enrollment method: 1-to-1, call center,
„ Embed images or videos co-browsing or self-enroll
„ Link to internal pages or „ Display the account logo and enrollment dates
external URLs „ Feature core benefits, if offered
„ Insert voice-overs „ Include the account’s custom Youville site link or provide contact information

Enroll