Test the market, negotiate, implement and carry the year, on the file we set at the start.
Each stage leaves something behind that the next stage uses.
Four that follow the datum.
Each has its own page.
Test the Market
Quotes on a held census, compared like for like.
Negotiate
Worked from the carrier’s own build-up.
Implement
Eligibility files, ID cards, the platform and open enrollment.
Where the promise is kept.
The year after the renewal.
Carry the Year
Billing, compliance and questions, month by month.
Named People
The same five throughout.
Three things.
At every stage.
A Record
Of what was asked, said and agreed.
A Date and a Name
On every step.
A Baseline for Next Year
So the next renewal starts informed.
Questions that come up.
Short answers to the questions we hear most. Each links to the full page.
What happens after I decide to go ahead with a renewal review?
The method runs in four stages that follow the datum: testing the market, negotiating, implementing, and carrying the year. Each stage passes something to the next, and all of them work from the file set at the start, so nothing has to be rebuilt along the way.
Who do I deal with once the work moves from review to implementation?
The same five named contacts stay involved throughout the year. Every step has a date and an owner, and the implementation plan lists who does what and by when. The stages cover eligibility files, ID cards, the benefits platform and open enrollment, so you are not chasing different people.
What do I have in hand at the end of the process?
You have a record of what was requested, said and agreed, a date and a name attached to every step, and a baseline for next year. That baseline means the next renewal starts from documented information instead of from scratch.
Ready? Send us your renewal, or talk it through with someone first. No cost, no obligation.
General information, not legal or tax advice. Plan-specific questions belong with the plan documents, the carrier and counsel.
Send us your renewal.
We’ll tell you whether it looks competitive, where we see opportunity, and the five questions we’d put to your carrier. No cost, and no obligation to move anything.
The renewal letter
Your current plan summary
Contribution split by tier
Enrolled counts by tier
Four documents — two more if your group is 50 or more. Nothing else; every extra one is a reason to postpone.
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