Customer success story

Personalizing enrollment and education tools

Learn how we addressed the complex enrollment needs of 5,500 employees across hundreds of locations with personalized enrollment and education tools.

Company profile

  • vet icon
    Veterinary industry
  • employee icon
    5,500 employees, multiple shifts
  • location icon
    300 locations nationwide


  • Deliver a personalized enrollment strategy focused on employee wellbeing in the midst of a global health crisis
  • Complex enrollment needs amplified by global pandemic
  • Improve employee engagement with benefit options
  • Reduce the client's administrative burden related to managing their benefits program


Colonial Life addressed the client's complex enrollment needs with virtual enrollment tools and a personalized benefits communication and education strategy, enabling employees to have 1-to-1 benefits counseling convenient to their schedules. This approach boosted employee engagement and decreased the client's administrative burden.

Key tactics for success

  • A team of local and national Colonial Life benefits experts dedicated to every aspect of the enrollment, from pre- to post-enrollment and beyond
  • A highly trained National Enrollment Team committed to educating each employee on their benefit options
  • Holistic focus on employee wellbeing
  • Flexible enrollment technology


  • results icon
    Nearly 1,000 employees attended 1-to-1 benefits counseling via co-browsing or telephonically. Flexible enrollment options, combined with a robust communication strategy, helped employees obtain personalized education on their core and supplemental benefits as well as key wellness resources, like an Employee Assistance Program (EAP).
  • results icon
    77% of employees who attended enrollment added voluntary coverage. When employees receive personalized education on their benefit options, they're able to make informed decisions about financial protection for their unique needs.
Learn how our tailored approach to enrollment ensures a well-informed, engaged and protected workforce.