1.
How many employees are in your organization?
1-99 employees
100-249 employees
250 or more employees
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2.

Do any of your employees speak a language other than English or Spanish?

No
Yes
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3.
Do your employees often need additional support during open enrollment to help them make coverage decisions?
No - Our employees navigate enrollment on their own
Yes - Our employees frequently need guidance or decision support
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4.
How often do you manage life events that require related document changes (e.g., marriage, birth, divorce)?
Rarely
Occasionally
Frequently
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5.
How much customization does your employee enrollment experience require?
None - A standard experience works fine
Some - Minor theme or wording adjustments
Significant - Custom text, branding, and workflow processes
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6.
How do you prefer to handle renewals and open enrollment changes?
We manage everything internally
We want employees to self-serve as much as possible
We’re not sure yet
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7.
Do you offer complex or less common plan types, such as ICHRA or buy-up plans?
No
Yes
Not Sure
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8.
How important is access to enrollment analytics and reporting to your team?
Not a priority
Moderately important
Very important — We rely on data to guide our benefits strategy
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