A Fresh Set of Eyes

We’ve said this before, but it bears repeating: As you prepare your annual enrollment materials, check your numbers and urls one last time. Making a mistake in your math, transposing a digit in a phone number, or dropping a letter in a url not only results in misinformation, but could also cost you money if you need to reprint.
A good rule of thumb: Have someone who hasn’t been working on your enrollment materials read everything before you go to print. A fresh set of eyes may catch errors that you can’t “see” because you’re too close to the content.

  • Charts or examples: Be careful when updating a chart or example from a previous communication. Make sure all figures are updated to reflect the upcoming year. Mistakes can also occur when an example is edited through multiple versions of materials.
  • Automated comparison tools: If you have an automated plan comparison tool, make sure you update all the numbers used to make the calculations. Once you verify that the numbers are correct, take it for a test drive – run scenarios for every plan and every level of coverage to make sure everything adds up.
  • Contact information: Call every number and look up any addresses to make sure the information you’re providing is accurate. And don’t forget to check every url, too.

Related