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Benefits Enrollment & Health Plan Selection Survey

Measure how clear and easy health plan choice is during open enrollment or onboarding. Uncover friction and improve benefits communication. Get started now.

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AI-Powered Questions

Intelligent follow-up questions based on responses

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Comprehensive insights and recommendations

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 responses are confidential and reported in aggregate.
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
If you did not enroll or review this cycle, what was the main reason?
  • 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
Q4
Short Text
If you didn’t enroll, what (if anything) would have made you more likely to review or enroll?
Max 100 chars
Q5
Multiple Choice
What would help you feel more prepared for a future enrollment?
  • 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
Q6
Multiple Choice
Which information sources did you use while choosing (or considering) a plan? Select all that apply.
  • Benefits guide or PDF
  • Company benefits site/intranet
  • Online plan comparison tool
  • Recorded webinars or videos
  • Live info session or town hall
  • HR/benefits help desk
  • Insurance carrier websites
  • Family, friends, or colleagues
  • None of the above
  • Other
Q7
Ranking
Please rank these factors by importance in your decision (top = most important).
Drag to order (top = most important)
  1. Monthly premium
  2. Deductible
  3. Out-of-pocket maximum
  4. Provider network
  5. Prescription coverage
  6. HSA/HRA eligibility
  7. Employer contributions
Q8
Opinion Scale
Overall, how easy was it to find the information you needed?
Range: 1 – 10
Min: Very hardMid: Neither easy nor hardMax: Very easy
Q9
Matrix
During your most recent enrollment, how clear were the following?
RowsVery unclearSomewhat unclearNeutralSomewhat clearVery clear
Summary of each plan option•••••
Coverage details and exclusions•••••
Costs: premiums, deductibles, copays•••••
Out-of-pocket examples or scenarios•••••
Eligibility and dependent rules•••••
Key dates and deadlines•••••
Q10
Rating
How confident were you in comparing plan options to choose the best fit?
Scale: 10 (star)
Min: Not confidentMax: Very confident
Q11
Multiple Choice
How well did you understand key trade-offs (e.g., premiums vs. deductibles)?
  • Completely understood
  • Mostly understood
  • Somewhat understood
  • Did not understand
  • Not applicable
Q12
Multiple Choice
Which support channels did you use during enrollment? Select all that apply.
  • HR/benefits email or chat
  • Phone support
  • Live info session or office hours
  • Recorded webinars or help videos
  • Plan comparison or decision tool
  • None of the above
  • Other
Q13
Multiple Choice
If you used any support, how helpful was it overall?
  • Very helpful
  • Somewhat helpful
  • Neither helpful nor unhelpful
  • Somewhat unhelpful
  • Not helpful
  • Not applicable — I did not use support
Q14
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 healthcare needs
  • Website or tool issues
  • Couldn’t find provider in network
  • Other
Q15
Multiple Choice
Attention check: To confirm you’re paying attention, please select “I see this instruction.”
  • I see this instruction
  • I do not see this instruction
Q16
Rating
Overall, how satisfied were you with your enrollment experience?
Scale: 10 (star)
Min: Very dissatisfiedMax: Very satisfied
Q17
Long Text
What could we improve to make the next enrollment clearer or easier?
Max 600 chars
Q18
Multiple Choice
What is your employment status with the company?
  • Full-time
  • Part-time
  • Contingent/contract
  • Intern
  • Other
  • Prefer not to say
Q19
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
Q20
Multiple Choice
Where are you primarily located?
  • United States
  • Canada
  • United Kingdom
  • European Union
  • India
  • Other
  • Prefer not to say
Q21
Multiple Choice
What is your age group?
  • Under 18
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65 or older
  • Prefer not to say
Q22
Multiple Choice
For this enrollment, which coverage best describes your situation?
  • Not enrolled in a company plan
  • Self only
  • Self + spouse/partner
  • Self + child(ren)
  • Family (self + spouse/partner + child[ren])
  • Prefer not to say
Q23
Long Text
Any final comments before you submit?
Max 600 chars
Q24
AI Interview
AI Interview: 2 Follow-up Questions on health plan enrollment
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q25
Chat Message
Thank you for your feedback! Your input will help us make future enrollments clearer and easier.

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