Executive Guide: Responsibilities, Timelines, and Checklists Designed to Help Strategically Navigate Health Insurance Purchasing and Renewals

There is no better time than now to reapproach the status quo of health plan design. Traditional fully-insured approaches to coverage have been failing working Americans since before the events of 2020 shed light on deeper challenges. 

Competing priorities and health insurance renewal deadlines are oftentimes fast-approaching, so a sturdy guide can be the key to a thoughtful health plan decision. Conscious employers can download this guide and leverage step-by-step strategies and timelines to systematically approach health benefits plan purchasing in order to create a plan that can save money and improve health benefits for both organizations and employees. Topics discussed include: 

  • How first-dollar coverage can benefit your office
  • An overarching strategy for approaching health benefits renewals
  • 1–9 month timeline for health insurance purchasing
  • Checklist with action items per month
  • Suggested action items by role


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