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Benefits Overview Redesign

Turn a confusing benefits PDF into an executive-clean guide employees actually use.

Employee-friendlyBrand-alignedEnrollment-ready

Executive summary

Problem

  • Employees cannot find what matters (costs, eligibility, deadlines).
  • Too much broker language; not enough clarity.
  • HR spends time answering basic questions during enrollment.

Intervention

  • Restructure content into a clean narrative: what you get, what it costs, how to enroll.
  • Create a one-page summary plus detail pages by plan type.
  • Add a FAQ section that reduces back-and-forth.

Outcome

Enrollment confusion
Down 25–40%
clear tables + steps
HR questions
Fewer repeats
FAQ + single source
Adoption
Higher usage
looks good, reads fast
How you use this: you get an executive-ready package that is easy to adopt, easy to audit, and simple to maintain.

Deliverables

  • Executive-clean overview layout (client-branded)
  • Plan summary tables (employee-friendly)
  • Enrollment steps + deadlines
  • FAQ page (top 12 questions)
  • Print-ready PDF export
All samples below are client-safe placeholders that show the structure, tone, and level of detail.

Sample documents

One-page plan summary
At-a-glance
Sample
PlanWho it's forKey cost note
Medical (HMO/PPO)Most employeesPayroll deductions vary by tier
DentalFamily coverage includedAnnual max applies
VisionLow cost add-onFrames + lenses discount
Life/AD&DBase coverage + optionalEvidence of insurability may apply
Enrollment steps
Simple + compliant
Sample
  • Review plan options and costs.
  • Confirm dependents (names, DOBs) and required documents.
  • Submit elections in the system by the deadline.
  • Save confirmation and keep plan IDs for reference.
FAQ excerpt (client-safe)
Top questions
Sample
QuestionAnswer (short)
When does coverage start?Typically first of month after eligibility; confirm in your guide.
Can I add a spouse later?Yes, with a qualifying event + documentation.
Do I need to enroll every year?If your plan requires active enrollment, yes.
How do I find in-network providers?Use the carrier portal with your plan name.

Next step

If you want this built for your organization, book a discovery call and I will confirm scope, timeline, and what data I need from your team.