Enterprise
Employer Benefit Rollout Playbook
A rollout framework for HR teams launching estate planning as an employee benefit.
This playbook helps HR and benefits teams launch BestFarewell smoothly and drive adoption in the first 90 days.
Pre-Launch Checklist
- Define internal owner for benefits rollout
- Align legal and HR stakeholders on employee communication
- Confirm enrollment and support flow
- Set launch timeline and milestones
Start with the Employer Program overview to align on positioning and eligibility before announcement.
Launch Messaging Framework
Your first employee message should answer:
- What the benefit is
- Why it matters now
- How employees enroll
- What happens if they leave the company
Keep language practical and outcomes-focused.
First 30 Days
- Send launch email and manager talking points
- Share one planning use case each week
- Track enrollment and question volume
- Publish FAQs in your benefits portal
Reference Enterprise Onboarding and Team Management for implementation operations.
60-90 Day Optimization
- Segment communication by employee needs
- Highlight real planning workflows and completion milestones
- Identify teams with low adoption and run focused reminders
- Gather feedback for onboarding improvements
Recommended Next Actions
Plan your rollout at BestFarewell for Employers and coordinate enterprise setup on the Enterprise page.
If your team is ready to start implementation, open a request at For Professionals.