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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
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?
Which information sources did you consult before or during enrollment? Select all that apply.
Overall, how easy or difficult was it to find the information you needed during enrollment?
Which interactive support channels did you use during enrollment? Select all that apply.
Overall, how satisfied or dissatisfied were you with your enrollment experience?
What is your employment status with the company?
Thank you for your feedback! Your input will help us make future enrollments clearer and easier.
What, if anything, would have made you more likely to review or enroll in a health plan?
Please rank the following factors by how important they were in your plan decision. Drag the most important to the top.
How clear was the information provided about plan cost breakdowns (premiums, deductibles, copays)?
How helpful was the support you received during enrollment?
How likely are you to recommend this company's enrollment process to a colleague?
How long have you been with the company?
What would help you feel more prepared for a future enrollment? Select all that apply.
How clear was the information provided about provider network coverage?
What, if anything, made choosing a plan difficult? Select all that apply.
What could we improve to make the next enrollment clearer or easier?
Where are you primarily located?
How clear was the information provided about HSA or HRA eligibility and employer contributions?
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 age range?
How clear were the enrollment deadlines and steps you needed to complete?
Which coverage tier best describes your current enrollment?
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)?
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.