すべてのテンプレート
Employee & HR

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.

設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全27問・約12分
Q01
メッセージ

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.

Q02
選択式

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
Q03
選択式

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)
Q04
選択式

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)
Q05
オピニオンスケール

Overall, how easy or difficult was it to find the information you needed during enrollment?

スケール: 1 – 7
最小:Very difficult最大:Very easy
Q06
選択式

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)
Q07
オピニオンスケール

Overall, how satisfied or dissatisfied were you with your enrollment experience?

スケール: 1 – 7
最小:Very dissatisfied最大:Very satisfied
Q08
選択式

What is your employment status with the company?

  • Full-time
  • Part-time
  • Contingent/contract
  • Intern
  • Other
  • Prefer not to say
Q09
メッセージ

Thank you for your feedback! Your input will help us make future enrollments clearer and easier.

Q10
自由回答(長文)

What, if anything, would have made you more likely to review or enroll in a health plan?

Q11
ランク付け

Please rank the following factors by how important they were in your plan decision. Drag the most important to the top.

  1. Monthly premium
  2. Deductible
  3. Out-of-pocket maximum
  4. Provider network
  5. Prescription coverage
  6. HSA/HRA eligibility
  7. Employer contributions
ドラッグして順位を付ける
Q12
オピニオンスケール

How clear was the information provided about plan cost breakdowns (premiums, deductibles, copays)?

スケール: 1 – 7
最小:Not at all clear最大:Extremely clear
Q13
オピニオンスケール

How helpful was the support you received during enrollment?

スケール: 1 – 7
最小:Not at all helpful最大:Extremely helpful
Q14
オピニオンスケール

How likely are you to recommend this company's enrollment process to a colleague?

スケール: 1 – 7
最小:Not at all likely最大:Extremely likely
Q15
選択式

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
Q16
選択式

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)
Q17
オピニオンスケール

How clear was the information provided about provider network coverage?

スケール: 1 – 7
最小:Not at all clear最大:Extremely clear
Q18
選択式

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)
Q19
自由回答(長文)

What could we improve to make the next enrollment clearer or easier?

Q20
選択式

Where are you primarily located?

  • United States
  • Canada
  • United Kingdom
  • European Union
  • India
  • Other
  • Prefer not to say
Q21
オピニオンスケール

How clear was the information provided about HSA or HRA eligibility and employer contributions?

スケール: 1 – 7
最小:Not at all clear最大:Extremely clear
Q22
AIインタビュー

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.

Q23
選択式

What is your age range?

  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65 or older
  • Prefer not to say
Q24
オピニオンスケール

How clear were the enrollment deadlines and steps you needed to complete?

スケール: 1 – 7
最小:Not at all clear最大:Extremely clear
Q25
選択式

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
Q26
オピニオンスケール

How confident were you in your ability to compare plan options and choose the best fit?

スケール: 1 – 7
最小:Not at all confident最大:Extremely confident
Q27
オピニオンスケール

How well did you understand the key trade-offs between plan options (e.g., lower premiums vs. higher deductibles)?

スケール: 1 – 7
最小:Did not understand at all最大:Completely understood

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • 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 Template

This 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.

優れている点

  • 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

物足りない点

  • 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 5.0

This 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.

優れている点

  • 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

物足りない点

  • 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 template

This 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.

優れている点

  • 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

物足りない点

  • 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

よくあるご質問

「Health Plan Enrollment Experience Survey」テンプレートにはどのような設問が含まれていますか?

すぐに使える設問が27問含まれており、最初の設問は次のとおりです:「Welcome! This brief survey asks about your most recent health plan enrollment experience. It should take about 12 minute…」・「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?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか?

回答者は通常、27問を約12分で回答し終えます。

テンプレートは編集できますか?

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか?

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか?

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

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