STEP BACK BEFORE PROCEEDING!

• What are the key business issues for the upcoming year?
• Are shareholder expectations changing?
• Are organizational/infrastructure changes on the horizon?

MOVING FORWARD…..

• Preparing for Discovery, new planning year
• Open enrollment support
• Scheduling of carriers to support open enrollment meetings
• Strategic input on enrollment communications
• Implementation support
• Plan design, billing, eligibility, structure, review of contracts, rates, etc
• Working as a liaison between the client and the vendor
• Develop preliminary initiatives for the upcoming year
• Establish preliminary financial goals
• Delivery of Partnership Report
• Comprehensive review of team’s accomplishments
• Financial impact (ROI) of strategy implementation
• Meeting with key stakeholders to review