Renewal Checklist

Carrier renewal sent to client
Analysis sent
Renewal meeting (phone/in-person
Decisions made
                                                                                                                                                                                                      
Carrier(s) notified:
    Medical
    Dental
    Life & DI
    FSA/HRA
    Cobra
Employee Communications prepared
    Packets
    Email “library”
    Other flyers:  Mail Order/Telemedicine/Nutrition
SBC and rate grid
Profile and Renewal Lists
Birthdays and email addresses