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Plain-English guides for small business owners and whoever runs their benefits. Print them, use them, bring them to your next renewal meeting.

First page of the guide, showing the first three questions with space to write answers.

Renewal season · 6 pages

15 Questions to Ask Your Broker Before You Sign the Renewal

Print it, bring it to the meeting, write down what your broker says. No broker? The questions work just as well on a carrier rep or a payroll company.

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The What's Changing page of the Open Enrollment Guide template, a table of this year's changes and what each one means for employees.

Open enrollment · Word template

Open Enrollment Guide Template

Fill in the blanks, delete what you don't offer, send it out. Comes with sample wording for the hard news and two ready-to-send emails.

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The table of contents of the 2027 Benefit Notices Package, listing the notices in three parts.

Compliance · Word + Excel

2027 Benefit Notices Package

Every notice you owe your employees, grouped by when it goes out, plus a checklist that tells you when to send each one.

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More guides are on the way. Got a question none of them answer? Ask your benefits question.