Downloads

Group Insurance Enrollment Checklist

1. Pre-Enrollment Preparation

- Assess Business Needs: Determine number of eligible employees, type of coverage, employer

contributions.

- Select a Plan & Provider: Compare carriers, check compliance, consider budget and employee

needs.

- Confirm Eligibility & Compliance: Check participation requirements, verify eligibility, review legal

regulations.

- Gather Employee Data: Collect employee and dependent details.

2. Enrollment Period

- Announce Open Enrollment: Provide timeline, plan summaries, and FAQs.

- Distribute Enrollment Forms & Resources: Ensure access to digital or paper forms, benefits

summaries.

- Encourage Employee Participation: Follow up, offer one-on-one assistance, and set reminders.

3. Submitting Enrollment Information

- Collect Completed Enrollment Forms: Ensure forms are signed and accurate.

- Submit Forms to Carrier: Follow submission deadlines to avoid delays.

- Confirm Enrollment & Issue ID Cards: Verify coverage and distribute necessary materials.

4. Post-Enrollment Follow-Up

- Verify Payroll Deductions: Ensure accurate premium deductions.

- Educate Employees on Plan Usage: Provide telemedicine, cost-saving, and preventive care

details.

- Track Changes & Life Events: Update coverage for qualifying life events.

- Maintain Compliance & Records: Keep documentation for audits and disputes.