Participant materials
Client-ready materials, generated from data you already have.
Enrollment season should not mean a week in PowerPoint. The plan data is already in the system, so the materials come out of it — with your firm’s branding, not a template someone has to update.
Contact card
Who to call, on one page.
A single-page flier with the real faces behind the plan — the advisor, the relationship manager, the education coordinator — plus the recordkeeper’s details and a QR code that takes them to the sign-in page for their plan’s chat.
Plan overview
Their plan, explained.
An employee-facing deck covering how the plan works, what the match is, how to enroll, and where to go with questions — built from that plan’s actual provisions rather than a generic enrollment template. Advisors can present it live or run it as a webinar for employees who can’t attend in person.
Narrated video
The same deck, narrated.
Not every workforce can stop what they’re doing to attend an enrollment meeting. The overview becomes an animated, narrated video — built for that, and for employers to use at onboarding and beyond. Each language is its own version with its own shareable link.
Reach
Narrated in 14 languages.
Manufacturing floors, hospitality groups, agricultural employers, health systems — plenty of plan populations don’t read English comfortably. Handing a committee a video their entire workforce can actually watch can be the difference between a good pitch and a signed engagement.
- English
- Spanish
- Mandarin
- Cantonese
- Tagalog
- Vietnamese
- Arabic
- French
- Korean
- Russian
- Hindi
- German
- Japanese
- Haitian Creole
See a set generated live.
Bring a plan and we will produce the card and the overview from it during the call.