- Intensive data gathering – client focused
- Open enrollment results
- Revised demographic analysis
- Multi-year trend analysis of: average age, length of service, gender distribution, salary implications, benefit plan elections, etc.
- Year-end financial analysis
- Budget vs. actual results, per capita cost review, multi-year trend analysis, utilization review, presentation of key metrics to stakeholders
- Intensive data gathering – market focused
- Update of all relevant benchmarking information and market trends
- Analysis of market trends
- Review of carrier, external consultant, and CBG book of business benchmarking
- Review of preliminary goals for upcoming plan year
- Evolution of financial tracking documents for the upcoming year
- Preparation of Financial Performance Measures
- Monthly budget review vs. actual results
- A review of updated documents
- Contracts, SPD’s, and billing processes
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