Renewal Readiness Checklist
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A Strategic 120-Day Roadmap for a More Successful Benefits Renewal
For self-funded employers, renewal season is more than just reviewing rates and signing contracts. It is one of the most important opportunities of the year to evaluate plan performance, review claims data, optimize vendor relationships, control costs, and position your health plan for long-term success.
Unfortunately, many organizations wait until renewal is around the corner before beginning the process, limiting their ability to negotiate effectively and make strategic decisions.
This complimentary Renewal Readiness Checklist provides a step-by-step framework to help employers and benefits teams prepare for renewal with confidence.
Inside the Checklist, You'll Learn:
✓ What should be completed 120, 90, 60, and 30 days before renewal
✓ Critical claims, stop-loss, and pharmacy reviews to conduct
✓ Vendor performance and contract evaluation best practices
✓ Budget planning and contribution strategy considerations
✓ Key renewal negotiation opportunities and decision points
✓ Compliance, communication, and implementation readiness requirements
Who This Checklist Is For:
Employers, HR leaders, finance teams, benefits professionals, and brokers responsible for managing or supporting benefits renewals.
Download Your Free Checklist
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