1. 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>

2. [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.