Workflow · Employee Health & Benefits
Renewal Preparation
Prepares a client renewal: builds the renewal timeline backward from the effective date, audits the renewal file against what the client's program requires, flags missing or conflicting items, and drafts ready-to-send requests for the gaps. Ends with a readiness verdict and the recommended next analysis.
What goes in
The client, renewal and effective dates, plans in scope, and renewal objectives; the renewal file materials — plan documents or SBCs, rate and contribution schedules, enrollment and census, claims or utilization reports, carrier renewal proposals, prior renewal files, and any agency SOP or carrier deadlines and lead times.
What you get
A Renewal Readiness Package as a Word document: the renewal timeline with back-calculated milestone dates and status, the classified requirement ledger, a rate version summary, conflicts and validation issues, grouped missing-information requests ready to send, renewal risks with owners and due dates, and a readiness verdict — not ready, partially ready, ready for strategy analysis, or ready for carrier marketing.
How it works
- 1Establish the renewal: confirm the client, effective date, plans and carriers in scope, funding arrangements, and renewal objectives in one organized intake.
- 2Build the timeline: milestones are worked backward from the effective date — data collection, marketing, quotes, client decision, paperwork, open enrollment — each marked on track, approaching, at risk, or overdue.
- 3Audit the renewal file: rates, contributions, enrollment, and renewal terms are checked against what this renewal requires, and every item gets a clear status.
- 4Chase what's missing: ready-to-send requests are grouped by responsible party — client, carrier, vendor, or internal team — while the rest of the preparation continues.
- 5Deliver: a Renewal Readiness Package as a Word/PDF document with the timeline, checklist, conflicts, requests, and risks — closed by a readiness verdict and the recommended next analysis.
Related pages
What this workflow delivers
A Renewal Readiness Package as a Word document: the renewal timeline with back-calculated milestone dates and status, the classified requirement ledger, a rate version summary, conflicts and validation issues, grouped missing-information requests ready to send, renewal risks with owners and due dates, and a readiness verdict — not ready, partially ready, ready for strategy analysis, or ready for carrier marketing.
3+ hours
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off