Project Management

Open enrollment is stressful. It can be overwhelming to manage all the moving parts while still focusing on strategic planning and finalizing renewals. Organizing an effective open enrollment strategy is our expertise. We provide high-touch project management to map out the timeline, coordinate with carriers, oversee the technology build, and plan for the unexpected. Let us do the heavy lifting while keeping you in the loop every step of the way.

Our Implementation Process

Knowing each client is unique, we begin every engagement by understanding their goals and objectives.  This enables us to develop a customized implementation plan that is managed through consistent communication.  Our diligent planning ensures open enrollment runs smoothly.  Post enrollment, we continue to oversee important deadlines and make sure all stakeholders receive accurate data and reports.

Step One: Discovery

Step Two: Planning

Step Three: Enrollment

Step Four: Wrap Up

Ongoing: New Hires

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