Client Communication Resources

A woman reviews a client communication checklist at a desk with a computer, coffee cup, and potted plant.

Practical, adaptable resources for benefits advisors to help clients communicate important benefits information more clearly.

Each resource provides a starting point that can be customized to reflect your client’s benefits program, branding and communication needs.

  • "Benefits Snapshot for Job Prospects" highlights various benefits offered by an employer to help job candidates understand the value of the benefits package.

    Benefits Snapshot for Job Candidates & Interviewees

    A simple way to showcase your benefits plan and help attract new talent by knowing what they’ll gain.

    View Resource
  • A "Getting Started With Your Benefits" handout for new employees, with sections on key dates, taking action, accessing benefits and important reminders.

    Getting New Employees Started With Their Benefits

    A simple way to help new employees understand their benefits and what they need to do next.

    View Resource