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1
RENEWAL DATA
Action Taken
CarrierCarrierCarrierCarrierCarrierCarrier111000
2
Client:2
3
Renewal Date:September4
4
Account Manager:5
5
Ben-Admin System:6
6
Carriers:7
7
Medical8
8
Dental9
9
Vision10
10
Life11
11
Vol. Life12
12
LTD13
13
STD14
14
Worksite15
15
Flex/Dep Care:
16
16
HRA:17
17
HRA Adminstator18
18
Total Employees19
19
Covererd Medical Employees20
20
21
21
PROCESS22
22
Carrier Renewal Received:23
23
Renewals on server in folder:24
24
Census Data with elections on server:
25
25
Broker Builder Current Data Correct:
26
26
RFP Generated Medical:27
27
Date of RFP 28
28
Date of Receipt of RFP29
29
RFP Ancillary30
30
Dental31
31
Vision32
32
Life33
33
Vol Life34
34
LTD35
35
STD36
36
Date of RFP 37
37
Date of Receipt of RFP38
38
Spreadsheets on server:39
39
Group Renewed:40
40
Broker Builder updated:41
41
Plans:42
42
Rates Inputted:
43
43
New Lines:44
44
Cobra - Send updated rates to vendor
45
Send updated salaries to ancillary carrier
46
EOI's sent to group
47
True OE for ancillary?
48
Life increase
49
Basic Life: 45
50
Voluntary Life: 46
51
45
52
46
53
OPEN ENROLLMENT47
54
Meetings scheduled and on calendar:
48
55
Enrollment Guide updated:49
56
Website updated:50
57
Website webinar to review:51
58
Date of OE & Website Renew:52
59
Ben-Admin system updated with new deductions:
53
60
Plan change deductions to clients54
61
FSA/Dep Care Elections to Administrator
55
62
New Business Associate Agreement signed:
56
63
57
64
POST-RENEWAL REVIEW58
65
Email to Client on Renewal End:59
66
Survey sent to client and completed:
60
67
Broker Sign off on Renewal:61
68
Date of Sign Off:63
69
64
70
65
71
66
72
67
73
68
74
69
75
70
76
71
77
72
78
73
79
74
80
75
81
76
82
77
83
78
84
79
85
80
86
81
87
82
88
83
89
84
90
85
91
86
92
87
93
88
94
89
95
90
96
91
97
92
98
93
99
94
100
95