Venrollment

Using Venrollment without Automated Delivery is like using a smartphone just for texting and calling - you’re missing out on the features that make it truly indispensable. Here’s why you’ll want to turn on Automated Delivery: ?????????? ??????????????, ????????????????????????:?Tap into Venrollment’s suite of education videos and schedule them to go out at regular intervals. Whether it’s at a Monthly, Quarterly, or Semi-Annual interval, there are over a dozen different education videos that can cycle throughout the year, so you can give participants a fresh stream of content with no manual sending required. ???????????? ???? ????????????????????: Consistent touchpoints keep both participants and plan sponsors informed and connected, helping build trust in your role as their advisor. It’s hard to find a case where there isn’t a spike in traffic to the platform following an Automated Delivery. ???????? ??????????: By letting the platform handle routine communications, you can focus on other tasks, such as delivering personalized advice and growing your practice. You don’t use your smartphone only for texting and calling. Or at least, we hope you don’t. Turn on Automated Delivery and see how it changes the engagement your plans get. If you need a walkthrough or refresher on the functionality, you can talk with our team here: https://lnkd.in/eHs_CxZh #Venrollment #401kAdvisors #ParticipantEngagement #AutomatedDelivery

We're excited to have Justin joining the conversation to share his insights! ??

Yesterday, we released a number of enhancements to the platform in response to user feedback and conversations we’ve had with our advisors. Here is a quick breakdown of all the new features we’ve implemented: 1. ?????????????????? ??????????:?Duplicate up to 10 plans at a time to streamline the build process across multiple clients. 2. ???????????? ????????:?Create a new tile with customizable titles, buttons, icons, and logos to enhance flexibility. 3. ???????????? ???????????????????????? ???????? ????????????:?Option for second custom button on the recordkeeper tile, with a configurable title and URL. 4. ???????????????????? ????????????:?Improved aesthetics, now featuring QR codes with embedded logos and active hyperlinks. 5. ?????? ???????? ???????????? ??????????:?Add relevant icons to the advisor contact tile buttons to improve overall look. Options include?Download, Login, Calendar, Website, External Link,?and?Document. Based on the conversations we’ve had with our advisors, we anticipate these improvements will enhance both the build process and the participant experience. If you’re interested in the new features and would like a personalized demo, please schedule some time with our client service team here: https://lnkd.in/eHs_CxZh #Venrollment #ParticipantEngagement #401kAdvisors #BestPractices

Our team is proud to be named a Finalist for the Exceptional Partnership in Support of OneDigital Evolve Award! OneDigital has been a great partner, and the insights from its advisors have played a key role in shaping our platform into what it is today. This recognition is a testament to the dedication and collaboration between our teams, and we’re excited to continue to help delivering value to OneDigital advisors, their plans, and participants. We're looking forward to hearing the winner being announced this upcoming Tuesday! #Venrollment #OneDigital #Collaboration #Partnership

Our most successful advisors aren’t just retirement plan experts, they’re proactive problem-solvers. As a practice grows, keeping every sponsor and participant informed becomes more complex, making scalable engagement essential. Instead of spending hours crafting custom plan materials for every new or prospective sponsor, advisors use Venrollment to deliver education and communication at scale, without sacrificing time or personalization. Here’s how: ?? 5-???????????? ?????????????? ?????????? ???????????????????? – Simplify plan provisions and make complex details easily digestible. ?? ?????????????????? ?????????????? ???????????????? – Keep sponsors and participants informed year-round with fresh, timely updates. ?? ??????-?????????????????? ?????????????????? ?????????????????? – Professionally designed sponsor- and participant-facing flyers to reinforce plan messaging beyond the platform. ???????????????? ???????????????? – Personalize the experience by putting a face to the platform and building trust with participants. The more efficiently you deliver value, the more time you have to focus on growth, deepen client relationships, and expand your impact. That’s how our advisors scale their practice without spreading themselves too thin, by leveraging tools that make engagement effortless and effective. If you’d like more details on any of these features, reach out here: https://lnkd.in/eHs_CxZh What’s one process you’ve streamlined in your practice? #Venrollment #401k #Scalability #ParticipantEngagement

If you’re already using the Venrollment platform, make sure you’re taking advantage of our ??????-?????????????????? ?????????????????? ????????????—an easy, low-effort way to communicate plan details with both sponsors and participants. Here’s how they work: ?? ??????????????-???????????? ???????????? These flyers are designed to help advisors communicate the value of Venrollment to plan sponsors. They’re great for prospecting, client check-ins, and reinforcing the benefits of the platform. Each flyer includes: ? A breakdown of how Venrollment supports sponsors and participants ? The plan’s specific sponsor branding for a professional touch ? A QR code that links directly to the platform for easy access ?? ??????????????????????-???????????? ???????????? Similarly, these flyers highlight how easy it is for participants to access their plan details when they need it. Based on advisor feedback, these are best used at enrollment meetings or posted in break rooms/common areas. These flyers include: ?? Plan-specific branding to create a seamless experience ?? Labels for key platform features, so participants know exactly what’s available ?? A QR code for instant access to their plan’s Venrollment page If you enabled the Spanish Video option when building the plan, you can also generate this flyer in ?????????????? ???? ??????????????, ensuring that participants can engage in the language they’re most comfortable with. That’s it. No extra customization needed, just a polished, professional way to get the right info to the right people, ?????? ???? ?????? ???? ?????????????????? ???????? ?????? ?????????? ???? ?? ????????????. Check out the tutorial video to see how it’s done. ???? Or, if you want to? see the tutorial directly on our new Help Center, click here: https://lnkd.in/e37nJ9KK #Venrollment #ParticipantEngagement #AdvisorMarketing #401kAdvisors #ClientService

Even though we pride ourselves on Venrollment’s ease of use, we’re always looking for ways to shorten the learning curve and make things more intuitive on the platform. That’s why we’re excited to introduce the ?????????????????????? ?????????? ???????? ????????????—?????????? ???? ?????? ???????? ???? ?????? ????????????????! This new resource features ???? ?????????? ???????????? (??-?? ?????????????? ????????) covering key platform features such as ?????????????? ?? ???????? and ?????????????????????? ????????????????, helping our advisors find quick answers when they need them. Accessing it is easy! After logging in, you could either: ? Click the Visit Help Center link in the top right corner ? Use the Help Center tab in the left-hand navigation pane ???????? ?? ?????????? ??????’?? ???????? ??????????????? Use the "Need More Help?" form at the bottom of the Help Center to submit suggestions for future videos. Our goal is to continually expand this resource based on user feedback, ensuring we address areas that could use more clarity or deeper explanation. Whether it’s a specific feature or a best practice you’d like to see in action, we’re here to make Venrollment even easier to navigate. If you’d like to schedule time to talk to our team about this feature, you can here: https://lnkd.in/eHs_CxZh Otherwise, the next time you’re building and have a question, check it out and let us know what you think! #Venrollment #ProductUpdate #Support #401kAdvisors

We’re always analyzing how users engage with our platform to better understand its impact. Recently, we came across something that caught our attention. One advisor utilizing the Venrollment platform ?????????????? ???? ?????????? ???? ?? ???????????? ??????. At first, we thought it had to be a test—or maybe just someone clicking around. But that wasn’t the case. This advisor built 30 fully branded client microsites, each tailored to its respective sponsor. Each microsite included: ?Customized plan explainer video ?Hand-selected education content ?Plan feature highlights ?Relevant contact information & documentation ?????? ?????????????????? ???? ???????? ?????? ??????. We often emphasize our platform’s scalability and ease of use once users get past the initial learning curve. But this story speaks for itself. For many retirement advisors, managing 30 plans is a significant portion of their business. ??????, ?????????????? ???????????????? ????????????????????????, ?????????? ?????????????? ???????????????????? ???????? ?????????????????? ?????????????????????????? ?????? ?????? ???? ?????????? ?????????? ???? ?? ???????????? ??????? If that kind of efficiency could benefit your business, it might be time to take a closer look at our platform. To schedule a demo click on the link here: https://lnkd.in/eHs_CxZh #Venrollment #Advisors #Scalability #Video

This Week's Poll Answer ???? ????! If you guessed ??,??????, you’d be…incorrect! Last week, we contacted????????? ??,?????? ???????? ???????????????? ???? ???????????? ???? ?????? ????????????????, delivering this month’s automated education video content. This marks one of the largest monthly outreach campaigns we’ve ever done, with messaging expected to reach tens of thousands of participants. What’s Driving This Growth? It’s a mix of new advisors joining the platform and current users expanding their use of Automated Delivery functionality. ?????????? ???? ?????? ?????? ????? 1?? ?????????????? ?????????? ?????????????? ?????????????????? ?????????? ????????????????? No action needed—sit back and let the automated content flow seamlessly to your plans. 2?? ???????? ?????????????????????? ?????? ?????? ?????????? ?????????????? ?????????????????? ?????????? ????????????????? With 14 videos (and counting), you can provide year-round, relevant content to your plans effortlessly. 3?? ??????’?? ???????? ?????????????????????? ??????? See how our advisors are transforming communication for thousands of plans. Schedule a demo using the link our bio and experience the benefits firsthand. Did you guess the correct number in our poll??? #Venrollment #401kAdvisors #Education #Video

This time of year naturally inspires people to take stock of their personal finances, including their retirement plans. For 401(k) advisors, it’s the perfect opportunity to connect with participants and stay top of mind. Many of our advisors are already leveraging this opportunity, utilizing our Monthly Education Video Delivery feature to share fresh, automated education content with their plans. Can you guess how many plan sponsors we contacted on behalf of our advisors last week? We'll reveal the answer on Thursday. And more importantly—are you already using this powerful functionality to connect with your participants? If not, please reach out by scheduling time here: https://lnkd.in/eJfKdrnf #Venrollment #401kadvisors #Video #Education