Employee Benefits Renewal Guide | CBIZ Employee Benefits

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The countdown is on. Open enrollment will be here before we know it, and renewal season is in full swing. Now is the time to get renewal-ready, but what exactly should your organization be doing to properly prepare, and when is the optimal time to complete each crucial step?

Enter the Employee Benefits Renewal Guide. Inside, you’ll discover the optimal health plan renewal preparation timeline to ensure you’re ready to tackle this crucial process with confidence.

When Should My Organization Start Preparing for Renewal?

While each organization’s renewal timeline will differ slightly depending on their unique needs and processes, we recommend that employers start prepping for renewal season around 180 to 120 days out from open enrollment.

Kicking off the process at least four months in advance will allow you ample time to evaluate your benefits broker, review your previous renewal and current carrier, analyze market and benchmarking data and create a concrete plan for how to proceed.

What If We’ve Already Passed the 180-Day Mark?

It’s never too late to implement our renewal preparation best practices, even if your organization is already in the middle of the renewal timeline. Ensure you’re on track for a successful benefits renewal by adding our guide to your resource toolkit at any point in the preparation process.

What's Inside?

Inside the Employee Benefits Renewal Guide, you’ll discover:

  • The ideal timeline for effective health plan renewal preparation
  • Downloadable resources corresponding to each stage of the timeline
  • The optimal time to start preparing for open enrollment
  • And more
Ready to set your organization up for a successful employee benefits renewal? Download your copy of the Employee Benefits Renewal Guide today.