Checklists

Open Enrollment Checklists

Stay on track and on time with thes downloadable checklists. Click the image below to download the flyer.



New Client Enrollment Checklist

This checklist walks you through the process of submitting the new client application, signing the Administrative Sercie Agreement, submitting enrollments, and meeting your dedicated Client Experience Specialist.



Employer Enrollment Checklist

This checklist takes you step-by-step from completing your Online Renewal Agreement to uploading your enrollments and reviewing your Post-Enrollment Report.

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