Service Timeline
Please see the proposed calendar of service interactions below, designed to support you throughout the year.
New Plan Year Kick-off Meeting Debrief on Open Enrollment and the renewal process What worked and what could improve. Finalize goals for the upcoming year and work on the multi-year strategy. Benefit program financial and claim deep dive. Launch any well-being initiatives
Quarter 01
Quarterly Check-in
Quarter 02
Discuss trends from the first quarter. Review any program updates and a communication/engagement check-in.
Mid-year Check-in Review claims and findings from the first half of the plan year. Renewal prep and finalize recommendations for marketing. Finalize recommendations for carrier, plan, rate and benefit changes. Plan and finalize communications strategy for Open Enrollment.
Quarter 03
Open Enrollment Kick-off
Quarter 04
Begin Open Enrollment Period Host education webinars and in-person meetings as needed Pre and mid open enrollment check-ins Finalize and close open enrollment Finalize year end projections. Make notes for next years strategies and recap the years successes and challenges.
New Plan Year
Monthly
Monthly Claim Reporting A cadence of calls (weekly, bi-weekly or monthly) based on the time of year to address any open items and check-ins
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