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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.

27 questions · ~4 min
Q01
Long Text

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.

Q02
Multiple Choice

In the last 12 months, did you select or review a health plan (during open enrollment or as a new hire)?

Q03
Multiple Choice

What was the main reason you did not review or enroll in a health plan this cycle?

Q04
Multiple Choice

Which information sources did you consult before or during enrollment? Select all that apply.

Q05
Long Text

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

Q06
Multiple Choice

Which interactive support channels did you use during enrollment? Select all that apply.

Q07
Long Text

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

Q08
Multiple Choice

What is your employment status with the company?

Q09
Long Text

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

Q10
Long Text

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

Q11
Long Text

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

Q12
Long Text

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

Q13
Long Text

How helpful was the support you received during enrollment?

Q14
Long Text

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

Q15
Multiple Choice

How long have you been with the company?

Q16
Multiple Choice

What would help you feel more prepared for a future enrollment? Select all that apply.

Q17
Long Text

How clear was the information provided about provider network coverage?

Q18
Multiple Choice

What, if anything, made choosing a plan difficult? Select all that apply.

Q19
Long Text

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

Q20
Multiple Choice

Where are you primarily located?

Q21
Long Text

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

Q22
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.

Q23
Multiple Choice

What is your age range?

Q24
Long Text

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

Q25
Multiple Choice

Which coverage tier best describes your current enrollment?

Q26
Long Text

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

Q27
Long Text

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.