What You Wanted to Happen This Year: [Year] Enrollment Overview <CUSTOMER COMPANY NAME> <Client Logo Here> <Broker Logo Here> What You Wanted to Happen This Year: What Actually Happened: What Worked, What Didn’t Next Steps <Enter client goal for OE here> < Keep it short and simple> <Keep it short and simple>

[Year] Enrollment Overview <CUSTOMER COMPANY NAME> <Client Logo Here> <Broker Logo Here> Employer Per Year $<Enter Amount> Tax Benefit to Employer Per Year Other Important Enrollment Stats* Total Employees <Enter Number> Participating Employees Participation Rate <Enter Rate>% Total New Annual Premium $<Enter Amount> Pre-Tax Premiums Post-Tax Premiums Average Premium per Employee per Year Total Policies <Enter Number> Average Policy Per Employee *Edit the stats here to reflect your client’s priorities.