How do you manage a successful benefits plan?
Proactive Strategies & Responsiveness ·
based upon your needs & input
Key Meeting Dates & Action Items
6 Months
Utilization & Performance Review
- claims versus premium results
- detailed reporting
- plan design overview
- trends & relevant industry changes
60-90 Days Prior To Renewal
Pre-Renewal Meeting
- forecast renewal pricing
- comprehensive pre-renewal report
- discuss needs & make recommendations
- form the foundation of policy renewal
45-60 Days Prior To Renewal
Renewal Meeting
- receive renewal from Carrier(s)
- analyze & negotiate · present renewal recommendations
- advise carrier of final rate structure
- drive implementation · additional and customizable reporting as required
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