CHECKLIST | COMPLIANCE

Open Enrollment Planning Checklist

When you have a clear roadmap, the process becomes manageable, and your employees get the experience they deserve. Whether you're coordinating with carriers, communicating changes to staff, or tracking compliance deadlines, staying organized from the start makes all the difference.

Download this practical checklist to stay on top of every milestone, meet key deadlines, and give your employees a seamless enrollment experience.

Download the Checklist
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What's Inside:

  • Reminders around important enrollment deadlines to keep you on top of your compliance requirements
  • Need to know Affordable Care Act compliance
  • An overview of several mandatory notices (including, but not limited to CHIPRA, Medicare Part D Creditable & Non-Creditable Coverage, HIPPA, and Summary of Benefits Coverage)
  • Details about electronic communications, medical carrier considerations, and new requirements implemented for the year
Download the Checklist

Frequently Asked Questions

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