Health Plan Enrollment Experience Survey
Evaluates the clarity, ease, and satisfaction of employer-sponsored health plan enrollment. Designed for HR and benefits teams seeking to identify communication gaps, decision-support needs, and friction points during open enrollment or new-hire onboarding.
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Welcome! This brief survey asks about your most recent health plan enrollment experience. It should take about 12 minutes. Your participation is entirely voluntary, and you may stop at any time. There are no right or wrong answers — we are interested in your honest opinions. All responses are confidential and will be reported only in aggregate to help improve future enrollment experiences.
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Preguntas de ejemplo
Una vista previa del contenido de la plantilla. Todas las preguntas son editables antes de publicar.
In the last 12 months, did you select or review a health plan (during open enrollment or as a new hire)?
- Yes, during the most recent open enrollment
- Yes, as a new hire in the last 12 months
- No, I did not review or enroll
What was the main reason you did not review or enroll in a health plan this cycle?
- I was already satisfied with my current coverage
- Covered under a spouse/partner or parent
- Not eligible this cycle
- Missed the deadline
- Planning to enroll later due to a qualifying life event
- Other (please specify)
What, if anything, would have made you more likely to review or enroll in a health plan?
What would help you feel more prepared for a future enrollment? Select all that apply.
- Short plan comparison checklist
- Plain-language explainer on key terms
- Cost calculator for typical scenarios
- Live Q&A with the benefits team
- One-page summaries for common situations (single, family, etc.)
- Earlier reminders and clear timelines
- Other (please specify)
Which information sources did you consult before or during enrollment? Select all that apply.
- Benefits guide or PDF
- Company benefits site or intranet
- Online plan comparison tool
- Recorded webinars or videos
- Live info session or town hall
- HR or benefits help desk
- Insurance carrier websites
- Family, friends, or colleagues
- None of the above
- Other (please specify)
Please rank the following factors by how important they were in your plan decision. Drag the most important to the top.
- Monthly premium
- Deductible
- Out-of-pocket maximum
- Provider network
- Prescription coverage
- HSA/HRA eligibility
- Employer contributions
Overall, how easy or difficult was it to find the information you needed during enrollment?
How clear was the information provided about plan cost breakdowns (premiums, deductibles, copays)?
How clear was the information provided about provider network coverage?
How clear was the information provided about HSA or HRA eligibility and employer contributions?
How clear were the enrollment deadlines and steps you needed to complete?
How confident were you in your ability to compare plan options and choose the best fit?
How well did you understand the key trade-offs between plan options (e.g., lower premiums vs. higher deductibles)?
Which interactive support channels did you use during enrollment? Select all that apply.
- HR or benefits email or chat
- Phone support
- Live info session or office hours
- Recorded webinars or help videos
- Plan comparison or decision-support tool
- None of the above
- Other (please specify)
How helpful was the support you received during enrollment?
What, if anything, made choosing a plan difficult? Select all that apply.
- Too many plan choices
- Benefits jargon was confusing
- Costs were hard to estimate
- Conflicting or inconsistent information
- Not enough time to decide
- Uncertain about my future healthcare needs
- Website or tool issues
- Couldn't confirm my provider was in network
- Nothing — the process was straightforward
- Other (please specify)
Overall, how satisfied or dissatisfied were you with your enrollment experience?
How likely are you to recommend this company's enrollment process to a colleague?
What could we improve to make the next enrollment clearer or easier?
Based on your responses, we'd like to explore a few of your experiences in more detail. An AI moderator will ask you 1–2 brief follow-up questions.
What is your employment status with the company?
- Full-time
- Part-time
- Contingent/contract
- Intern
- Other
- Prefer not to say
How long have you been with the company?
- Under 6 months
- 6–12 months
- 1–3 years
- 3–5 years
- Over 5 years
- Prefer not to say
Where are you primarily located?
- United States
- Canada
- United Kingdom
- European Union
- India
- Other
- Prefer not to say
What is your age range?
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65 or older
- Prefer not to say
Which coverage tier best describes your current enrollment?
- Not enrolled in a company plan
- Self only
- Self + spouse/partner
- Self + child(ren)
- Family (self + spouse/partner + child[ren])
- Prefer not to say
Thank you for your feedback! Your input will help us make future enrollments clearer and easier.
Qué incluye
Seguimientos con IA
Preguntas adaptativas sobre las respuestas abiertas que sacan detalles que un formulario estático pasaría por alto.
Controles de atención
Protecciones integradas frente a respuestas apresuradas y participantes de baja calidad.
Textos redactados por IA
Redacción, orden y ramificaciones escritos por la IA, ajustados a su objetivo de investigación.
Informe automático
Los temas, las citas y un resumen en lenguaje claro se escriben solos en cuanto llegan las respuestas.
Cómo se compara
Revisamos las plantillas más parecidas de otras herramientas de encuestas. Esto es lo que hacen bien, y dónde esta plantilla va más lejos.
Por qué esta plantilla
- Combines closed-ended opinion-scale ratings on cost clarity, network coverage, HSA/HRA eligibility, and deadlines with an open-text question asking what would improve the next enrollment cycle.
- Uses a ranking question to surface which decision factors (e.g., premiums vs. coverage trade-offs) actually mattered most to employees, not just satisfaction scores.
- Includes an AI follow-up interview that adapts based on each respondent's prior answers, letting HR teams probe specific friction points instead of relying only on static multiple-choice options.
- Segments results by employment status, tenure, location, age range, and coverage tier so HR/benefits teams can identify communication gaps for specific employee groups.
Jotform
Benefits Open Enrollment Form TemplateThis is a form for administering open enrollment elections (plan selection, dependent info, signatures) rather than a survey measuring the enrollment experience itself. It's fielding-ready as an intake form but doesn't ask employees to evaluate clarity, satisfaction, or decision difficulty. Useful for the transactional side of enrollment, not for feedback collection.
Qué hace bien
- Purpose-built for capturing plan elections and dependent/beneficiary data during enrollment
- Drag-and-drop form builder with e-signature and conditional fields typical of Jotform templates
- Likely integrates with Jotform's broader HR form ecosystem
Dónde se queda corta
- No mechanism to measure satisfaction, clarity, or friction points in the enrollment process
- Static form fields only — no adaptive follow-up questioning based on responses
- No built-in scoring or reporting on communication gaps or decision-support needs
SurveyMonkey
CAHPS® Health Plan Survey 5.0This is a standardized CAHPS instrument measuring member experience with a health plan (getting care, customer service, plan information) rather than the enrollment/decision process specifically. It's a recognized, fielding-ready template for regulatory or benchmarking purposes, but it isn't designed around open enrollment clarity or plan-selection friction. Best suited to health plans and payers, not employer HR/benefits teams running enrollment.
Qué hace bien
- Based on a standardized, widely recognized CAHPS methodology used in healthcare quality reporting
- Fielding-ready survey template hosted on an established survey platform
- Useful for benchmarking against other CAHPS-based results
Dónde se queda corta
- Not focused on open enrollment or plan-selection experience — it targets ongoing care/member service experience
- Static question set with no adaptive AI follow-up to probe individual pain points
- No transparent prompt or methodology disclosure for any AI-driven analysis
QuestionPro
Health insurance coverage survey questions + sample questionnaire templateThis page presents sample questionnaire content and question ideas for health insurance coverage satisfaction rather than a single ready-to-field enrollment-specific survey. It's a useful reference for question wording but reads more like a guide/question bank than a packaged enrollment-experience instrument. Employer HR teams would need to assemble and customize it themselves.
Qué hace bien
- Broad bank of sample questions covering coverage satisfaction topics
- Backed by QuestionPro's established survey platform and distribution tools
- Flexible starting point for teams wanting to build a custom insurance satisfaction survey
Dónde se queda corta
- Reads as a question-bank/guide rather than a single deployable enrollment-experience survey
- No adaptive AI interviewing or voice interview option to follow up on low ratings
- No automated per-response quality scoring or auto-generated report shown
Preguntas frecuentes
¿Qué preguntas incluye la plantilla «Health Plan Enrollment Experience Survey»?
La plantilla incluye 25 preguntas listas para usar, empezando por: «In the last 12 months, did you select or review a health plan (during open enrollment or as a new hire)?» · «What was the main reason you did not review or enroll in a health plan this cycle?» · «What, if anything, would have made you more likely to review or enroll in a health plan?». El conjunto completo se muestra arriba y todas las preguntas son editables.
¿Cuánto se tarda en completar esta encuesta?
Los participantes suelen terminar las 25 preguntas en unos 12 minutos.
¿Puedo personalizar esta plantilla?
Sí: cada pregunta, cada opción de respuesta y el orden son editables antes de publicar. Puede añadir o quitar preguntas, o pedir al editor con IA que rehaga la encuesta en torno a su objetivo de investigación.
¿Esta plantilla es gratuita?
Sí. Ábrala en el editor y empiece a personalizarla ahora mismo: no necesita cuenta para probarla, y el plan gratuito cubre la publicación de su encuesta.
¿Listo para publicar?
Abra esta plantilla en el editor. Todo es suyo para cambiarlo antes de que lo vea el primer participante.
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