Quarterly Newsletter: July 2026

The SmartConnection

SPOTLIGHT

Preparing for Open Enrollment With SmartConnect

Simplifying Medicare for your workforce just got easier.

As Open Enrollment approaches, make sure to position SmartConnect as a flagship resource in your benefit packets.

SmartConnect offers free, personalized consultations to help working or retiring adults confidently evaluate employer plans against Medicare options. By sharing their dedicated phone number and digital brochures, you help your people unlock major savings while saving your HR team valuable time.

Visit your partner portal today to grab the latest OE engagement materials.

If they are ready for personalized guidance, direct them to the SmartConnect Medicare Recommendation Tool—it’s the perfect first step to moving forward and found prominently in their Connection Portal.

PARTNER CHECKLIST

Q3 Action Items for Employee Engagement

1
Prepare For Open Enrollment With Co-Branded Materials
Log into your partner portal to download co-branded brochures, email templates, and flyers. Make these digital resources easily accessible to employees by uploading them to your internal HR portal, benefits intranet page, or employee resource center well ahead of the Open Enrollment kickoff.
2
Share Upcoming Webinars
Share SmartConnect’s upcoming public webinar calendar and flyer with your team. These live, educational sessions provide a low-pressure environment for employees and their families to learn the basics of Medicare and understand how it compares to group coverage.
Want a more tailored approach? Reach out directly to your SmartConnect Account Manager to schedule and host a private, dedicated webinar exclusively for your organization. This allows your employees to ask questions specific to your company's timelines and group health plan structures.
Webinar Flyer
3
Open Enrollment Already Passed? 
If your organization's Open Enrollment period has already concluded for 2026, SmartConnect remains a 365-day solution for your employees regardless of the time of year. To continue supporting your team, we recommend taking the following steps:
  • Download our NEW "How to Connect" flyer from your HR Portal and use the "365 Day Solution" email template to remind employees that they can transition to Medicare at any time with SmartConnect.
  • Continue promoting upcoming public webinars by sharing reminders and updating company calendars.
  • Share the "Helping a Loved One" flyer to highlight holistic support for family members year-round.
  • Keep your account and census data up-to-date on the HR Portal to ensure accurate engagement and direct marketing
View All Email Templates
4
Sync Your Internal Communications With Our Calendar
Plan and organize your Q3 communications using our SmartConnect communication and events calendar.
SmartConnect HR Calendar
Q3 HR UPDATES

TRACK YOUR IMPACT

New Utilization Reporting In Your Portal

You may have recently received an email introducing our brand-new Utilization Reporting feature! This new tool is now available in your partner portal, allowing you to log in each month to see how your employees are engaging with SmartConnect and tracking those who move forward with our recommended Medicare plans.

Not seeing the engagement numbers you want?

Think of this monthly report as your strategy guide. If you want to spark more interest and make sure your associates aren't missing out on these vital Medicare resources, here are a few highly effective ways to boost your numbers:

  • Schedule a Strategy Call: Reach out to your dedicated Account Manager! We are passionate about developing customized, high-impact strategies that effectively promote your benefits.
  • Book a Private Webinar: Let us do the heavy lifting by hosting an exclusive, private educational webinar tailored specifically for your team.
  • Audit Your Internal Touchpoints: Ensure the SmartConnect tool is easily accessible by embedding it into your company newsletter, employee benefit guides, or your internal HR benefits portal.

Log into your portal today to check your company’s utilization, and let’s connect to keep your team moving forward with confidence!

WEBINARS

Upcoming HR Webinars: Strategies for Success

Mark your calendars! We are hosting three exclusive HR webinars this quarter. Designed specifically for your role, these sessions will give you the tools and insights you need to effortlessly support your employees through their Medicare transitions.

Here is what we will cover:

  • Review Engagement Resources: We’ll explore the full suite of marketing and communication materials available to you so you can easily promote them internally.
  • Master Medicare Basics: We’ll break down high-level fundamentals of Medicare, empowering you to have confident initial conversations with your team and seamlessly direct them to us for specialized guidance.
  • Strategic Next Steps: Get actionable, practical strategies you can implement this quarter to maximize employee engagement and capture plan savings for your group.
  • Live Q&A: We will wrap up every session with an open Q&A to answer your specific questions in real time.
Save the Date!
Pick the session that best fits your schedule and join us:
Friday, July 17
12 pm CT
Register Here
Friday, Sep. 18
10 am CT
Register Here
Friday, Sep. 18
2 pm CT
Register Here
QUICK TIPS

Medicare Minute

Focus on making sure your employees know how to find their Medicare resources.
Where is your SmartConnect employee website posted?
This serves as your peoples' always-on digital connection to Medicare. Ensuring it's in a visible, accessible location — on your intranet, in common areas, etc. — helps drive engagement and gets you the most out of partnership.
Do your employees know how to find our direct phone number?
If your people are ready to connect, a direct line to our advisors is present on nearly every resource we provide. This can be found in your Connection portal, on co-branded materials, and in other communications.

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