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5 Powerful Open Enrollment Tools From WEX

Posted October 5, 2021


Open enrollment is just around the corner…

Which means the benefits busy season is officially here! 

As you start to prep (or finalize) your plans for a successful open enrollment, here is a list of the top five tools available to you within the WEX benefits platform to easily find employee information, view trends, and help with employee questions as they enroll. Check them out!

Open enrollment tool #1: My HSA Planner

HSA Planner

My HSA Planner is the latest open enrollment tool from WEX that makes it easy for employees (regardless of whether or not they have an HSA) learn:

The best part about My HSA Planner? 

If you’re an employer (or you’re working with employers and trying to lessen their burden during open enrollment), you can share My HSA Planner with employees as a decision support tool to remove the perceived complexity in making an election and deciding contributions, and as a way to educate your employees about the benefits of an HSA (without taking it all on yourself).  It’s a win-win all around!

Check it out today.

Open enrollment tool #2: Portal customization


Beyond customizing the consumer portal with your brand (which is also important!), take advantage of the consumer portal banner feature to share important information and resources with your employee base.

Using consumer portal banners, you can share:

  • Open enrollment deadlines
  • Where to access My HSA Planner and similar open enrollment resources
  • Reminders to check their account balances
  • How to download the mobile app
  • And more!

Better yet? It’s easy to target users based on their account behaviors (ie. whether or not they’ve downloaded the benefits mobile app), what they are enrolled in, and certain demographic information. This means you can serve up relevant information to ensure your messaging is helpful to the user, and drives them toward the action you’re looking for them to take.

Are you a partner and want to get started with portal customization? Reach out to your account executive.

Open enrollment tool #3: Benefit analytics

benefit analytics

Have you ever wondered how employees are using their benefits? What are they choosing to enroll in (or not)? Or what about comparing your benefit offerings to competitors?

While you can use benefit analytics all year long to answer ^those questions, it’s especially important before the open enrollment season to have a baseline of data you can use to see how your benefits are performing.

If you’re a partner and don’t already have access to benefit analytics today, make sure to reach out to your account executive to learn how you can get your hands on data like enrollment by plan type, how often employees are accessing their account, and how your numbers compare to the market.

Open enrollment tool #4: Let’s chat

Let's Chat

Introduced in 2020, let’s chat from WEX is a fast, reliable, secure virtual assistant for employees enrolled in your benefits plan to ask questions (which is especially relevant during open enrollment season).

Here’s why: With let’s chat, employees get instant answers … 24 hours a day, 7 days a week. This includes answers to questions around their balances, claims, debit card, and receipts / valid documentation … right when they need it. (And if let’s chat is unable to answer their question, it can quickly connect them with a member of a service team). 

Better yet? If you’re a partner using let’s chat, you can:

  • Streamline your customer service team’s workflow. With let’s chat as the first line of response for frequently asked questions, your customer service team can spend less time spinning their wheels answering the same question 100x a day, and more time resolving complicated customer tickets.
  • Save time and $$$ spent on customer support. Let’s chat is an AI-driven chatbot built to be your first line of customer support (24/7), and can answer millions of questions at the same time. So instead of paying for the large workforce it would take to do the same (with increased handle time, etc.,), let’s chat does the heavy lifting.

Are you a partner and don’t have let’s chat enabled or want to learn more? Reach out to your account executive to see why it’s a must-have when it comes to lessening the burden on employers and giving employees the customer service experience they’re looking for (and need) during open enrollment.

Open enrollment tool #5: Employer portal

Last, but certainly not least, is the WEX employer portal! Consider it your one-stop OE shop that makes it easy to accomplish tasks, run reports, save time searching for employee-specific information, manage file imports, and more!

With the employer portal, it’s easy for employers to: 

    • Quickly find information they need (right when they need it). Whether they want to know the status of file imports, access reporting, or jump into employee-specific information, they can quickly find what they need with new at-a-glance visuals on the redesigned homepage.
    • Readily access, run, and download reports. Reports (on-demand and recurring) are easy to find and, of course, can be downloaded in the format that works best.
    • Save time searching for employee-specific information. With improved navigation and search capabilities, the employer portal makes it easy to quickly find an employee and then view a summary (or choose to dive into the details) of their enrollments, contributions, and recent activity.
  • Enjoy a seamless connection between CDH and COBRA & direct bill. With the employer portal, you can easily navigate between your CDH and COBRA + direct bill offering with just a couple clicks.

And when time is running short during open enrollment…

The user-friendly + intuitive WEX employer portal puts time back on the calendar for the million other tasks taking place.

So whether or not you’ve started prepping for open enrollment (it’s not too late to start or adjust your plans), make sure these five open enrollment tools make it into your workflow.

The information in this blog post is for educational purposes only. It is not legal or tax advice. For legal or tax advice, you should consult your own counsel.


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