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Sample Timeline 1
ABC COMPANY SERVICE TIMELINE 2017
MONTH
ACTIVITIES / DELIVERABLES
RESPONSIBLE
January
- Renewal Presentation/RFP Results
- Renewal Option Follow-Ups/Claims Updates
- Contribution Strategies and Calculations
- Open Enrollment Communication Drafts
- Quarterly Claims Dashboard
- Monthly Compliance Updates
CBIZ/ Client
CBIZ/ Client
CBIZ/Client
CBIZ/Carriers
CBIZ
CBIZ
February
- Renewal Decisions (additional option evaluation)
- Open Enrollment/Communication Strategy Implementation
- Open Enrollment
- Monthly Compliance Updates
- Quarterly Claims Dashboard
Client
CBIZ/Client/Carriers
CBIZ/Client/Carriers
CBIZ
CBIZ
March
- Open Enrollment
- Enrollment Feeds to Carriers/Administrators
- Monthly Compliance Updates
CBIZ/Client/Carriers
BenefitsDirect
CBIZ
April
- Renewal Effective Date
- Monthly Compliance Updates
CBIZ/Client/Carriers
CBIZ
May
- Post Open Enrollment Review
- Monthly Compliance Updates
CBIZ/Client
CBIZ
June
- 2017 Contract Reviews
- Monthly Compliance Updates
CBIZ/Client
CBIZ
July
- Quarterly Claims Dashboard
- Monthly Compliance Updates
CBIZ
CBIZ
August
- 5500 Preparation
- Monthly Compliance Updates
CBIZ/ Client
CBIZ
September
- Monthly Compliance Updates
CBIZ
October
- 5500 Filing Deadline
- Quarterly Claims Dashboard
- Monthly Compliance Updates
CBIZ/Client
CBIZ
CBIZ
November
- Annual Stewardship Report
- Monthly Compliance Updates
CBIZ/Client
CBIZ
December
- Follow-Up Items From Annual Stewardship Report
- Receive Renewal from BlueCross
- Develop RFP (if applicable)
- Monthly Compliance Updates
- Monthly Financial/Utilization Updates
- Compliance Checklist; Updated Contract and Admin Process Review
CBIZ
CBIZ/Client
CBIZ/Client
CBIZ/Client
CBIZ
CBIZ
As Needed/
Ongoing
- Time Sensitive Communication “At Issue”
- Client Service Support
- Claim Resolution Support
- Billing & Eligibility Errors
- Wellness Newsletters
CBIZ