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.
What's Included
AI-Powered Questions
Intelligent follow-up questions based on responses
Automated Analysis
Real-time sentiment and insight detection
Smart Distribution
Target the right audience automatically
Detailed Reports
Comprehensive insights and recommendations
Template Overview
27
Questions
AI-Powered
Smart Analysis
Ready-to-Use
Launch in Minutes
This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.
Sample Survey Items
Q1
Chat Message
Welcome! This brief survey asks about your most recent health plan enrollment experience. It should take about 5–7 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.
Q2
Multiple Choice
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
Q3
Multiple Choice
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)
Q4
Long Text
What, if anything, would have made you more likely to review or enroll in a health plan?
Max chars
Q5
Multiple Choice
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)
Q6
Multiple Choice
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)
Q7
Ranking
Please rank the following factors by how important they were in your plan decision. Drag the most important to the top.
Drag to order (top = most important)
Monthly premium
Deductible
Out-of-pocket maximum
Provider network
Prescription coverage
HSA/HRA eligibility
Employer contributions
Q8
Opinion Scale
Overall, how easy or difficult was it to find the information you needed during enrollment?
Range: 1 – 7
Min: Very difficultMid: NeutralMax: Very easy
Q9
Opinion Scale
How clear was the information provided about plan cost breakdowns (premiums, deductibles, copays)?
Range: 1 – 7
Min: Not at all clearMid: NeutralMax: Extremely clear
Q10
Opinion Scale
How clear was the information provided about provider network coverage?
Range: 1 – 7
Min: Not at all clearMid: NeutralMax: Extremely clear
Q11
Opinion Scale
How clear was the information provided about HSA or HRA eligibility and employer contributions?
Range: 1 – 7
Min: Not at all clearMid: NeutralMax: Extremely clear
Q12
Opinion Scale
How clear were the enrollment deadlines and steps you needed to complete?
Range: 1 – 7
Min: Not at all clearMid: NeutralMax: Extremely clear
Q13
Opinion Scale
How confident were you in your ability to compare plan options and choose the best fit?
Range: 1 – 7
Min: Not at all confidentMid: NeutralMax: Extremely confident
Q14
Opinion Scale
How well did you understand the key trade-offs between plan options (e.g., lower premiums vs. higher deductibles)?
Range: 1 – 7
Min: Did not understand at allMid: NeutralMax: Completely understood
Q15
Multiple Choice
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)
Q16
Opinion Scale
How helpful was the support you received during enrollment?
Range: 1 – 7
Min: Not at all helpfulMid: NeutralMax: Extremely helpful
Q17
Multiple Choice
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)
Q18
Opinion Scale
Overall, how satisfied or dissatisfied were you with your enrollment experience?
Range: 1 – 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q19
Opinion Scale
How likely are you to recommend this company's enrollment process to a colleague?
Range: 1 – 7
Min: Not at all likelyMid: NeutralMax: Extremely likely
Q20
Long Text
What could we improve to make the next enrollment clearer or easier?
Max chars
Q21
AI Interview
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.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 6
Q22
Multiple Choice
What is your employment status with the company?
Full-time
Part-time
Contingent/contract
Intern
Other
Prefer not to say
Q23
Multiple Choice
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
Q24
Multiple Choice
Where are you primarily located?
United States
Canada
United Kingdom
European Union
India
Other
Prefer not to say
Q25
Multiple Choice
What is your age range?
18–24
25–34
35–44
45–54
55–64
65 or older
Prefer not to say
Q26
Multiple Choice
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
Q27
Chat Message
Thank you for your feedback! Your input will help us make future enrollments clearer and easier.
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