Step 1: Renewal Begins (90 Days Before Your Plan Start Date)
Your renewal is now available in the Employer Portal. Follow the guidance panels in the portal, which will walk you through each step of the renewal process.
What You Need to Do
- Log in to the Employer Portal.
- Review your renewal order form.
- Complete and accept the Terms & Conditions.
- Review and confirm your plan configuration, including:
- Payroll calendars (if applicable)
- Plan details
- COBRA rates
- Upload your employee enrollment file (if applicable). If your enrollment information is not yet available, you can return to the Employer Portal later to complete this step.
Need to make changes?
You can update your order form directly in the Employer Portal at any time before your final submission.
Step 2: Processing & Review
Once you've submitted your renewal information, our team will begin reviewing your renewal.
During This Stage
- Your renewal status will show as In Progress.
- Our team will review your renewal information, including:
- Plan setup
- COBRA rates
- Employee enrollment data
- If additional information or updates are needed, we'll contact you for clarification.
Step 3: Renewal Complete
Your renewal is complete once:
- Your renewal agreement has been finalized.
- Your plans have been configured for the upcoming plan year.
- Your employee enrollments have been uploaded and processed.
Once all steps have been completed successfully, you'll receive a confirmation that your renewal is complete.
