Free Resources
Free stuff that’s actually useful
Four 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.
The Open Enrollment Emails
The emails you have to send every year, already written. Stop starting from a blank screen in October.
- Five ready-to-send email templates in Word, plus a PDF field guide on why each one works
- The five moves behind them, so next year you write your own
- Two kickoff versions for active and passive, plus the five facts to verify before you send
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
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
The COBRA Cheat Sheet
Every COBRA deadline, in days, on one page. The numbers, the notices, and the new-hire part nobody mentions.
- The clock in days, how long coverage lasts, who can elect, and what it costs, all on one page
- The gotchas that bite: FMLA, Medicare, the Marketplace, and the vendor who mails your notices while you hold the liability
- Two checklists you can run on the spot, one for new enrollees and one for qualifying events
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.