To help ensure a smooth Open Enrollment process, please provide the following as soon as available:
Client checklist
✅ Carrier renewal documents and updated plan rates
✅ Employer contribution strategy and funding details
✅ Requested Open Enrollment start and end dates
✅ Employee-facing materials (Benefit Guides, FAQs, carrier flyers, presentations, carrier website links, etc.)
✅ Notification of any plan, eligibility or contribution changes
Open Enrollment timeline
70 days before your benefit renewal date
Your assigned Open Enrollment Specialist will contact you to introduce the process, discuss key dates and request the information needed to prepare your Open Enrollment event.
At least 14 days before your desired Open Enrollment start date
Clients should submit all renewal documentation, benefit rates, contribution details, enrollment dates and employee communication materials. This allows adequate time for configuration, rate validation, Open Enrollment Wizard setup and client review.
Prior to Open Enrollment launch
Your Open Enrollment Specialist will complete system configuration and provide the enrollment setup for your review and approval.
Open Enrollment begins
Employees receive access to enroll and make benefit elections during the scheduled enrollment period.
After Open Enrollment closes
Final elections are processed and prepared for the upcoming plan year.
Submitting renewal information as early as possible helps ensure sufficient time for setup, review and employee communication prior to your Open Enrollment launch.