Open enrollment video
Independent TPAs

Member education for third-party administrators

Your open enrollment materials, explained on camera.

Introduction — Misty Robinson

A short video library built from your actual plan and vendor materials, hosted by someone who spent nearly six years inside TPA operations. Built once, then reused across every group in your book, every plan year.

The pattern

The meeting ends. The questions don't.

  • 01Employees forget what they hear in a one-time meeting.
  • 02Enrollment packets get filed in a drawer, unread.
  • 03HR fields the same questions every year.
  • 04Customer service spends valuable time answering what could have been explained once.

There's a better way to do this — and the research backs it up.

What the research shows

The gap is measurable.

35%

of employees don't fully understand any of the benefits they enrolled in — rising to 54% among millennials. Voya Financial

~90%

simply re-select the same plan as the prior year. Voya Financial / HRMorning

Fewer than 20%

of employers believe their employees have a high-level understanding of their benefits. Mercer

66%

of employees want help understanding their benefits year-round — not just at open enrollment. Voya Financial

The case for video

Your enrollment materials already have the answers. Video is how members find them.

People prefer to learn this way — decisively.

83% of people prefer to consume instructional or informational content by watching a video, more than double the next two preferred options combined. TechSmith 2024 Video Viewer Study

And they want a real person delivering it.

87% of viewers prefer a real person over an animated character or AI avatar. TechSmith 2024 Video Viewer Study

Pairing narration with visuals is the evidence-based approach.

Decades of research by Richard Mayer at UC Santa Barbara established the multimedia principle for effective instructional video. Mayer, Evidence-Based Principles for Instructional Video

Consistency and reach.

One library means every group, every location, and every new hire in March gets the same explanation your October meeting delivered. Multilingual versions come from the same source content.

What each video includes

Built from your materials, not a template.

Written from your materials

Scripted off your plan documents and vendor collateral. No generic stock explanation of what an HSA is.

On-camera host

60 to 90 seconds, same presenter across the whole library, so your groups get one consistent voice.

Ready to deploy

Your branding, captions, and files sized for member portals, enrollment email, and group meetings.

Scope

What a video library could include

Plus an individual explainer for every vendor your members will use during the plan year — pharmacy, networks, telehealth, advocacy, and anything else in your stack.

Built once around your vendor stack.Used across every group, every year.

Examples

See what your members would see.

Two examples from a sample library — one group announcement, one vendor explainer.

Open Enrollment Announcement — Sample Group

Pharmacy Benefit Explainer — Sample Vendor

Every library is built around your vendor stack and customized for each employer group.

Timing

Q4 isn't the time to build this. Q3 is.


Production runs three to four weeks from approved scripts, depending on how many vendors are in your stack. Building in late summer means your videos are finished, approved, and ready before your enrollment calendar fills — and every group you onboard afterward pulls from a library that already exists.

Wait until October, and it becomes one more thing competing for attention during your busiest season.

About

Misty Robinson

Misty Robinson

I spent nearly six years inside a TPA in the reinsurance marketing department, handling everything from RFPs and implementation to open enrollment materials.

Today I create professional spokesperson and educational video content for organizations that need to explain complex information clearly.

Next step

Which vendors generate the most repeat questions from your groups?

That's where this should start. Let's have a conversation.

Or reach me directly — misty@thecreativeconnector.org  ·  417-522-3498