Free Resources
Nobody Told Me That
Free stuff that’s actually useful
Three things I built because I needed them and nobody had them.
Each one takes an email address. You get the file straight away, then roughly one benefits email a week. Unsubscribe in one click whenever you want, no hard feelings.
Open Enrollment
The Open Enrollment Emails
The emails you have to send every year, already written. Stop starting from a blank screen in October.
- Ready-to-send templates in Word and PDF, so you can edit them rather than rewrite them
- The five rules for OE communication that keep the question volume down
- Active versus passive enrollment, and how to know which kickoff email you should be sending
After Open Enrollment
The Post-OE Audit Toolkit
Open enrollment is over. This is how you find out what it missed, before it turns into a claim problem in March.
- A field guide that walks five phases of the audit, in the order things actually go wrong
- An Excel tracker so you can work through it without building your own spreadsheet
- The discrepancies worth chasing first when you don’t have time to chase all of them
Employee Questions
The Plain-English HSA
Three word-for-word scripts for the HSA questions you get asked every single year.
- One page, no financial jargon, nothing you need a licence to say
- Written to be read out loud in a meeting or pasted into a reply
- Covers the three questions that come up most, including the one nobody answers well
Nearly 20 years running US benefits, for companies as small as 500 people and as large as 60,000. These are the things I wish somebody had handed me.