Build better surveys with these categories

Recommend clients cover these key areas in their employee benefits surveys:

General benefits satisfactionOverall impressions, understanding and usefulness of current benefits.
Health care coverageAffordability, coverage depth, network satisfaction and mental health access.
Retirement and financial wellnessConfidence in retirement readiness and desire for financial education.
Work-life balance and flexibilityPTO, remote work, flexible hours and family support.
Wellbeing and developmentParticipation in wellness programs, satisfaction with mental health support, and learning opportunities.

Encourage surveys to be:

Concise (5-10 minutes max)
Anonymous
Actionable: Collect data that can directly inform renewal and plan design decisions

Post-survey: Clients need a plan, and you’re the guide

Don’t let your clients stop at collecting data. Help them:

Analyze survey insights for trends and opportunity areas
Segment findings (e.g., by age, family status, or job function) to personalize strategies
Prioritize actions based on feasibility and impact

Create an implementation timeline that includes:

Short-term wins (low-cost, high-impact adjustments)
Mid-term changes (plan design or contribution tweaks)
Long-term initiatives (like rolling out a new benefit category)

And most importantly please help them communicate back to employees what’s changing and why. This closes the feedback loop and builds trust ahead of open enrollment.

Final thought for benefits advisors

With so much at stake during renewal season, you have a golden opportunity to go beyond compliance and cost containment. By helping clients survey smartly and implement confidently, you position yourself as a trusted advisor, not just a transactional partner.

Instant Insights /

Renewal season is coming: Help clients listen, learn and lead

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