System Email Templates

The  Send Communications tool lets you communicate with your employees by sending email messages from Maxwell Health. Maxwell Health provides email templates for you to use. You, your Advisor(s), and fellow Administrators can customize many of these templates to speak to your employees more personally. If any of the customizable templates listed below aren’t listed, contact your Advisor to make them available. You can read the full body text of customizable templates by clicking Tools > Communications > Templates.

In this article, you'll find:

Emails customizable by Advisors and Administrators

These emails are available under Tools > Communications > Templates.

Name Example Recipient Sends automatically?
General Welcome An employee who is new to Maxwell, but who is not new to the employer, and are not about to shop for benefits through an open enrollment No
General Welcome with Concierge

 

An employee who is new to Maxwell, but who is not new to the employer, and is not about to shop for benefits through an open enrollment, but is eligible for the Health Advocate product

No
Welcome & Plan Select - New Hire A new hire No

Welcome & Plan Select - New Hire (w/Concierge)

A new hire who is eligible for the Health Advocate product No
Welcome & Annual Open Enrollment An employee who is new to Maxwell, but not new to their employer, and are about to go through an annual open enrollment No
Kick Off Annual Open Enrollment An employee who is not new to Maxwell, nor their employer, and is about to go through an annual open enrollment No
Open Enrollment Reminder An employee who is in an open enrollment and has not yet checked out, and confirmed their benefits No
Form Signature Reminder An employee who has a pending form No
Approve Change Request and Open Products
An employee who has experienced a change and can now change their product elections No, but you will be prompted to send when you make a change or approve a change request. Make sure you have this set up under Settings Preferences
Approve Change Request An FYI to an employee who has just experienced a change No, but you will be prompted to send when you make a change or approve a change request. Make sure you have this set up under Settings > Preferences.
Employee Form Sign Request

If you don't see this template listed, it's because you are on the new forms system. See "Employee has forms to sign" email below
An employee who is sent a form (either manually or due to Product Assignments and QLE Assignments) Yes, an employee will automatically be sent this message after they click Submit Enrollment in the shopping experience, if one of the products they elected has a form attached to it. You can change the template that's sent under Settings > Preferences. You can also send this manually. 

 

Standard Maxwell email templates that are not customizable by Advisors and Administrators
These emails will not appear under Tools > Communications > Templates.

Email Subject     Sends automatically?
Employee password reset Maxwell Health- Password Reset Request Yes, an employee will automatically be sent this message if they click Reset Password on their login screen. You can also send this manually from the employee's profile in the Admin view.
Administrator password reset Maxwell Health- Password Reset Request Yes, an Administrator will automatically be sent this message if they click Reset Password on their login screen. You can also send this manually by going to Settings > Administrators > Credentials.
Employee has forms to sign


Note: This email only applies to employers using the new forms system
You have forms to sign in Maxwell Health! Yes, an employee who is a new hire or rehire will automatically be sent an email notification after they complete entering their personal information if "Auto-Sending" is turned on for onboarding forms. 

You also have the option of sending an employee an email notification when you send them any types of forms manually.
Employee needs to authorize changes to a form

Note: This email only applies to employers using the new forms system
Your action is required on a form in Maxwell Health Yes, an employee will be sent an email notification if an Administrator makes changes to a form the employee has already signed. 
Administrator credentials Welcome to Maxwell Health, you have been added as an Administrator. No, you will send this manually under Settings > Administrators > Credentials.
Employee confirmation of benefits Thank you for confirming your benefits! Yes, an employee will automatically be sent this message after they click Submit Enrollment in the shopping experience.
Open Enrollment automatic reminder email

Reminder! Please make your benefit elections by {{enrollmentDate}}

Yes, if the "Reminder Emails" setting is turned "ON" when setting up an annual Open Enrollment in Maxwell, an employee who has not yet checked out of shopping will automatically be sent this email 2 business days before the Open Enrollment End Date.
  

Preview of email templates that are not customizable

Open Enrollment automatic reminder email

Employee password reset

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Administrator password reset

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Employee has forms to sign

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Employee needs to authorize changes to a form

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Administrator credentials

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Employee confirmation of benefits

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Note: All emails are sent from noreply@maxwellhealth.com.

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