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Answer every enrollment question before the deadline.

Open enrollment is a narrow window. When employees hit a wall — eligibility rules, how to sign up, which plan fits them — they stall. Chatref answers from your content so every employee enrolls before the window closes.

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Why it matters

The problem this solves.

The challenge

Employees flood HR with the same enrollment questions every open-enrollment season.

What it costs

Unanswered questions mean employees don't enroll — and participation stays low year after year.

The Chatref way

Chatref answers enrollment questions from your program content the moment employees ask, day or night.

Higher enrollment ratesFewer HR inbox emails24/7 availabilityFaster sign-up steps

The Chatref solution

How Chatref handles wellness enrollment.

Fig. 1 · How Chatref handles wellness enrollmentfrom first question to completed sign-up

An employee lands on the wellness portal and asks about eligibility or the sign-up steps. Chatref answers from your enrollment guide with the exact information they need. The employee completes registration without contacting HR — before the deadline.

Real questions

What Chatref answers here.

Am I eligible to enroll if I'm part-time?

How do I sign up for the wellness program?

Can my spouse join the program?

When is the enrollment deadline?

What documents do I need to submit?

How do I finish an enrollment form I started?

Loved by support teams

HR teams, turning enrollment questions into completed sign-ups.

How companies use Chatref to answer enrollment questions the moment employees ask them.

Enrollment questions used to flood our inbox for two weeks every fall. Chatref now handles eligibility, step-by-step sign-up, and deadline questions from our own program guide — most employees enroll without touching us.

Northwind Analytics

New hires used to wait a day to get enrollment questions answered. Now they complete sign-up the same afternoon they join.

Pinehook

It answers from our own program docs, so employees trust the steps. Our participation rate jumped the first year we ran it.

Cardinal CRM
76%

of enrollment questions answered before they reach HR

Shift workers used to miss enrollment because questions came in after hours. Chatref answers at midnight — no one misses the window now.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Can it answer questions about our specific eligibility rules?

Yes. It answers from your own enrollment guide, so the rules match your program exactly.

Does it handle enrollment steps end to end?

Yes. It walks employees through each step — which plan to choose, what documents to submit, where to submit them — from your own content.

What if an employee's question is outside what it knows?

It captures their details and routes them to HR with full conversation context, so nothing falls through the cracks.

Can it support employees after business hours?

Yes. Chatref is available 24/7, so shift workers and remote employees can get enrollment answers at any hour.

How long does setup take?

Minutes. Add your enrollment guide and eligibility content, drop the widget on your wellness portal, and you're live.

Make enrollment the easy part of wellness.

Point Chatref at your program guide, drop one snippet on your benefits page, and let it walk every employee through sign-up — free to start.

Part of Chatref for Corporate Wellness Programs · Healthcare hub · pricing.