Platform Broking The IWE Benefits Sectors Resources How It Works About Book a call

Help employees find and use their benefits

Choose one benefit. Explain who can use it, how to start and where to ask a question. This sheet gives you a place to record the message, the channel and the person responsible for keeping it current.

Build the year plan

It works in this page. No email address required. Nothing you type leaves your browser or is saved.

Start with the access instructions

Check the provider's current instructions before writing the message. Record who is eligible, any access code they need, where to start and whom to contact if that first step fails. Keep policy limits and eligibility beside the explanation.

Plan one message

Give the message an owner and a date. Choose a channel employees can use, including people who do not use a work inbox. Decide when the instructions will next be checked. A change of provider or access details needs a new message.

A worked example

Fictional planning example. Replace every placeholder with your confirmed arrangements.
Field	Example value
Benefit	Existing health cash plan
Who can use it	Employees confirmed as members of the scheme
First step	Replace with the provider's current claims instructions
Message	Where to find the claims instructions for your cash plan
Channel	Staff notice and the usual employee message channel
Owner	Benefits administrator
Send date	Enter the agreed date
Next review date	Enter the next date for checking the instructions
How we will check the instructions	Ask colleagues to find the instructions using a fictional question; record any access problem

Check what happened

Record whether people received the message and whether the access instructions worked. Email opens alone do not tell you whether someone could use the benefit. Do not ask employees to disclose medical details to demonstrate that the communication worked.

Use the sheet with your own arrangements

Start with one benefit, complete the fields and test the instructions. Keep the confirmed policy and provider guidance alongside the plan.

Year plan builder

Build the year plan

Choose the benefits you offer and the moments in the year when employees need to hear about them. The plan gives a first-draft prompt for each message, with the owner and channel you enter.

Benefits

Health cash plan Private medical insurance Employee assistance programme Group income protection Group life assurance Pension

Moments in the year

Joining Renewal Enrolment or change window A life event Mid-year reminder

Owner Who keeps the messages current. A role is enough, for example HR lead or Benefits administrator.

Channel Choose a channel employees can use, including people who do not use a work inbox. For example Staff notice.

Benefits communication year plan

One row for each message. The prompts are a first draft: replace each one with wording from the provider's current documents.
Moment	Benefit	What to say	Owner	Channel

Before each message goes out

Check the provider's current instructions before writing the message. Keep policy limits and eligibility beside the explanation.
A change of provider or access details needs a new message.
Record whether people received the message and whether the access instructions worked. Email opens alone do not tell you whether someone could use the benefit.
Do not ask employees to disclose medical details to demonstrate that the communication worked.
The prompts are general. They do not describe any particular policy, and they are not advice on what cover to hold.

Worked out in your browser. Nothing you type is sent anywhere or saved.