MAKING BENEFITS CONTENT ACTUALLY ENGAGING
Let’s face it — static benefits guides don’t inspire much confidence. They’re long, dense, and hard to navigate. That leads to poor engagement, low benefits literacy, and a frustrating open enrollment experience for everyone involved.
Employees don’t need more documents — they need better communication. And brokers need a way to stand out. That’s where interactivity comes in.
Digital guides let you layer information so it’s easier to scan. You can incorporate videos, animations, and real-time updates. The result? A clearer, more engaging user experience that drives better decision-making — and ultimately better outcomes.
"Implementing media has been game-changing. If we hadn’t addressed this, we could’ve been left behind." – Vitality
It’s not just about flair. Better formatting and content structure help employees understand their options. That reduces confusion — and calls to HR. When employees are confident in their choices, satisfaction improves, which helps your clients hit retention goals.
Audio and video content also provide flexibility. Think quick explainer clips instead of 10-paragraph sections. The brokers that embrace this shift are positioning themselves as forward-thinking, tech-savvy partners.
"Clients can understand their status and services — all in a clean, responsive format." – CCIG
Clients are also responding well to personalization. Microsites and tailored experiences let brokers speak directly to each client’s needs, strengthening relationships and adding real value.
And with most employees accessing content on their phones, building mobile-first is no longer optional — it’s essential.
BENEFIT GUIDE
ALLIANT
Alliant Saves Over $4,000 Per Client by Switching to Digital for Their Guides. "With Foleon I'm able to get an entire benefits guide done in one to two days where a physical benefits guide is about 25 pages and that's clearly taking me over a week."
EMPLOYEE BENEFIT GUIDE
CCIG
CCIG Improves and Grows Client Communications by 400%
"In our first month of using Foleon, we created 15 documents that went live and were published. Today, less than a year later, we have nearly 200 individual documents."
BENEFITS GUIDE & MORE
AON
Aon is one of the biggest insurance brokers in the US and a leading professional services firm. They use Foleon for employee benefits guides and internal communications, scaling content creation across teams while staying in control of brand and governance.
IMPACT REPORT
LOCKTON
Lockton is the world’s largest independent insurance brokerage. They use Foleon to create polished, on-brand impact reports at scale, standing out in a crowded insurance market.
PROVING ROI WITH EVERY CLICK
One of the most overlooked benefits of going digital is the ability to measure what’s working. Traditional PDFs give you zero insight — once the file’s sent, it’s out of your hands.
Modern brokerages are flipping that on its head. With real-time analytics, you can see which pages clients visit, how long they stay, what they click, and where they bounce. This visibility fuels smarter follow-up, better content planning, and ultimately better results.
"Clients are saying they’re having a better experience all around." – Lockton
When you know what resonates, you can create campaigns that meet your clients where they are. If a renewal page gets tons of traffic, turn that into a sales play. If no one is watching your explainer video, try a shorter format. Analytics make your content smarter over time.
And when marketing teams can show real impact, it changes how content is viewed internally. What used to be considered a cost center becomes a growth engine.
