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Automated Employee Outreach for Brokers

Fill Every Appointment Slot.
Automatically.

Multi-channel outreach that ensures no employee is left behind. SMS, email, and IVR campaigns that drive participation and fill your enrollment calendar—without you lifting a finger.

98%

SMS Open Rate

42%

Email Open Rate

67%

Response Rate

The Enrollment Communication Problem

The benefits are in place. But getting employees to actually show up? That's where most enrollments fall apart.

  • Emails go unopened or land in spam
  • HR lacks time for personal outreach
  • Employees forget or miss scheduling deadlines
  • Manual follow-up is tedious and inconsistent

The EnrollTools Solution

We take over all employee communications—from first announcement to final reminder. Our multi-channel approach ensures every employee gets the message, understands the deadline, and has an easy path to scheduling.

  • Automated SMS with 98% open rates
  • Professional email sequences that convert
  • Self-service scheduling that fills calendars
  • Persistent follow-up until action is taken

Every Channel. One Unified Campaign.

We orchestrate communications across every touchpoint to maximize employee engagement and enrollment participation.

SMS Text Messaging

The highest-engagement channel for employee outreach. Direct, personal, and action-oriented with links to schedule instantly.

  • 98% open rate
  • Personalized messages
  • One-tap scheduling links
  • Compliant opt-out handling

Email Campaigns

Professional, branded email sequences that educate employees about their benefits and drive them to take action.

  • 42% open rate (2x industry avg)
  • Employer-branded templates
  • Benefit highlight content
  • Click-to-schedule CTAs

Self-Service Scheduling

Employees book their own enrollment appointments at their convenience—no back-and-forth required.

  • 24/7 online booking
  • Automatic confirmations
  • Calendar sync (Outlook, Google)
  • Reminder sequences

IVR Phone System

Automated voice outreach for employees who prefer phone communication or need additional support scheduling.

  • Automated appointment reminders
  • Press-to-schedule options
  • Multi-language voice prompts
  • Callback request handling

Custom Landing Pages

Employer-branded enrollment hubs that house all information and scheduling in one central location.

  • Company branding
  • Benefit summaries
  • Embedded scheduling
  • Mobile-optimized

Post-Enrollment Surveys

Capture employee satisfaction and feedback immediately after enrollment to ensure quality.

  • Automated survey delivery
  • Satisfaction scoring
  • Counselor performance insights
  • Executive summary reports

The Communication Flow

Automation Flow
Employee Roster
SMS + Email
Landing Page
Self-Schedule
Confirmation
Reminders
Enrolled

Every step is automated. Every message is tracked. Every employee is reached.

Your Enrollment. Our Execution.

Here's how we transform your employee roster into a calendar full of scheduled appointments.

1

Send Us the Employee List

Just share your employee roster via email or secure upload. Names, phone numbers, and email addresses—that's all we need. We'll handle the rest.

2

We Build Your Campaign

Within 24 hours, we create a complete communication campaign: branded landing page, email templates, SMS sequences, and scheduling calendar—all customized for your enrollment.

3

Automated Outreach Begins

Our system launches personalized messages across SMS and email. Employees receive clear instructions and direct links to schedule their benefits meeting at their convenience.

4

Persistent Follow-Up

Non-responders receive escalating reminders. SMS nudges, email follow-ups, and IVR calls ensure no employee is left behind. We follow up until they take action.

5

You See Appointments Fill

Watch your enrollment calendar populate in real-time. You receive daily progress reports showing scheduled appointments, pending responses, and participation rates.

Zero Tech. Zero Hassle.

We built EnrollTools for busy brokers and HR teams who don't have time to learn new software. Our white-glove service means you never touch a dashboard, configure a setting, or troubleshoot a campaign.

If you can send an email, you can work with us. Share your roster and enrollment details via email. We handle every technical aspect while keeping you informed with simple progress reports.

  • No software to learn or manage
  • No login credentials to remember
  • No technical support calls needed
  • Daily email updates keep you informed
Calendar Filling Up

What You Provide

  • 1. Employee roster (Excel, CSV, or any format)
  • 2. Enrollment dates and time slots
  • 3. Company logo and any branding preferences

What We Handle

  • Landing page creation and hosting
  • SMS and email campaign setup
  • Scheduling calendar configuration
  • All message personalization
  • Follow-up automation
  • Reporting and analytics

Why Multi-Channel Works

Different employees prefer different channels. By using all channels strategically, we ensure your message gets through—no matter how employees prefer to communicate.

98%

SMS Open Rate

42%

Email Open Rate

67%

Response Rate

24hr

Campaign Launch

Channel Industry Avg EnrollTools
SMS Open Rate 90% 98%
Email Open Rate 20% 42%
Response Rate 15% 67%

Often Fully Subsidized

Major carriers like Aflac, Colonial Life, Unum, and others provide technology subsidies that typically cover our communication services. In the majority of cases, these subsidies fully cover our services, meaning you pay nothing out of pocket for professional employee outreach.

During our demo call, we'll review your carrier relationships and confirm if your enrollments qualify for subsidized communication support.

Check Your Eligibility

Frequently Asked Questions

How much does this service cost? +

In most cases, nothing. Major carriers like Aflac, Colonial Life, Unum, and others provide technology subsidies that typically cover our entire communication service. We'll confirm eligibility during your demo call.

How quickly can you launch a campaign? +

Within 24 hours of receiving your employee roster and enrollment details. For urgent needs, we've launched campaigns same-day.

What format should the employee list be in? +

Any format works—Excel, CSV, Google Sheets, even a forwarded email. As long as we can extract names and contact information (email and/or phone), we can work with it.

Can we customize the messaging? +

Absolutely. We tailor all messaging to your specific enrollment, including employer branding, benefit highlights, and scheduling details. You'll review and approve before launch.

Is the SMS and email outreach compliant? +

Yes. All communications include proper opt-out mechanisms and comply with TCPA, CAN-SPAM, and other relevant regulations. Our platform is HIPAA-compliant for handling employee data.

See It In Action

Schedule a 20-minute demo to see how our communication platform can transform your enrollment outreach. We'll walk through a real campaign example tailored to your needs.

In This Demo

  • Live campaign walkthrough
  • Sample SMS and email sequences
  • Landing page and scheduling demo
  • Reporting and analytics overview

You'll receive a confirmation email with meeting details immediately after booking.

Let's Fill Your Calendar

Ready to see how automated employee outreach can boost your enrollment participation? Our team is here to help.

Phone: (213) 589-3591

Email: support@enrolltools.com

Web: www.enrolltools.com

Schedule Your Demo

Or call us directly at (213) 589-3591