Open Enrollment: Overview & Email Campaign Templates
Open Enrollment: Overview & Email Campaign Templates
What Is Open Enrollment?
Open Enrollment is the annual period when individuals select or update their health insurance plans for the upcoming year.
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Typical timeline: October 15–January 15 (exact dates may vary by provider or employer)
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Customers can choose a high-deductible health plan (HDHP) to become eligible for an HSA
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Customers may also enroll in an FSA if their employer offers one
Why Open Enrollment Matters for Your Business
If a customer chooses an HSA-eligible plan or opts into an FSA, they can spend pre-tax dollars on qualified health-related purchases—including your eligible memberships and fitness programs.
This means:
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Qualified customers save ~30% when using pre-tax, HSA/FSA funds
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Customers plan ahead—educating them now helps them budget for 2026
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HSA contributions roll over year to year, meaning more long-term buying power
Key point: Most consumers don’t fully understand their benefits, and the value of selecting a high deductible plan with an HSA or FSA. Helping them plan now builds loyalty and future revenue.
Email Design Templates (Stripo)
Open Enrollment Email Campaign (Copy Templates)
Use this 3-part email sequence to engage customers throughout November:
Email 1: Kickoff (Send Nov 1)
Subject Line:
Want to save ~30% next year on [product_name]? It starts with your health plan.
Header: Choose a plan that lets you shop smarter in 2026
Body: Open Enrollment is your annual chance to choose a health plan that works harder for you.
✅ To qualify for an HSA, choose a high-deductible health plan (HDHP) ✅ For an FSA, enroll if your employer offers one
Both let you spend pre-tax income on eligible memberships & fitness programs—like some of those at [Merchant Name].
Qualified customers who reimburse their membership with pre-tax HSA/FSA funds using Truemed save ~30%*
*On average, 30% of gross income is paid to state and federal tax. Individual tax rates vary. To see your estimated savings, checkout the TrueSavings Estimator.
CTA: [Find Out if you Qualify]
Email 2: Mid-Month Reminder (Send Nov 14)
Subject Line: HSA/FSA = one of the smartest ways to invest in your health
Header: Use pre-tax money for memberships and fitness programs that support prevention
Body: Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are tax-free spending tools, designed to help you save money while prioritizing your health.
✅ HSA: Available if you select a high-deductible health plan ✅ FSA: Offered through many employer-sponsored plans
These accounts let you set aside pre-tax dollars for qualified health purchases—including eligible memberships & fitness programs from [Brand Name].
When paying with pre-tax HSA/FSA funds through Truemed, qualified customers save ~30%*.
*On average, 30% of gross income is paid to state and federal tax. Individual tax rates vary. To see your estimated savings, checkout the TrueSavings Estimator.
CTA: [Find Out if you Qualify]
Email 3: Final Push (Send Nov 30)
Subject Line: Time is running out: choose a plan that lets you save in 2025
Header: Last chance to fund your HSA or FSA before the year ends
Body: Open Enrollment ends soon—make sure you’ve selected a plan that gives you access to one of the most powerful health spending tools out there.
✅ HSAs come with high-deductible plans and offer flexibility + rollover ✅ FSAs are employer-based and must be used by year-end
Both let you use pre-tax dollars on eligible purchases—like some from your favorites from [Brand Name]. Qualified customers who reimburse their membership and fitness programs with pre-tax HSA/FSA funds using Truemed save ~30%* with just a few extra steps.
*On average, 30% of gross income is paid to state and federal tax. Individual tax rates vary. To see your estimated savings, checkout the TrueSavings Estimator.
CTA: [Start Saving with HSA/FSA Funds →]
Pro Tip
- Add a homepage banner or callout during Open Enrollment with language like: “Open Enrollment is here—choose an HSA plan and save ~30% at checkout with Truemed.”
Planning an open enrollment campaign and have questions? Feel free to email us at merchants@truemed.com
