ENROLLMENT TIMELINE TEMPLATE
TIMELINE CONSIDERATIONS Before enrollment
EVENT/ACTIVITY
PARTICIPANTS
Acquisition Phase (new account) Preliminary Planning (existing account) Business Partnership Decision Account has 2,000+ benefit Account Information Form signed eligible employees- Working Conditions established Contact Major using the Enrollment Success Plan Accounts to register Colonial product options and core account. benefit options finalized Account has less than 2,000+ benefit eligible employees - proceed with planning below Gather Account Information Meet with opener to Document Commitments and review account information that has been collected Meet with plan administrator to complete the Welcome Call, request HR Data, Census Data, detailed location list, confirm the communications plan and establish the Enrollment Timeline Consider timing Business Set Up Paper Work needed to gain Submitted commitment of out of- Account Information Form and Group state enrollers Master App (if group products are involved) Submit Account Commission Account Sheet Information Form Sales Auto Enrollment Database prior to Welcome Call Request Form or Harmony Set Up (new account) Request Form (If Home Office is building Database or Harmony site) Core Set Up Sheet Completed (If Home Office is preparing the sales auto database or Harmony site Allow time to If Group products are involved: submit new census confirm initiation of renewal process to Underwriting for (existing accounts) anniversary processing Welcome Conference Call (for New
Opener
Coordinator
Opener, Coordinator
Coordinator
PA,
JUNE 07 TEMPLATE
ENROLLMENT TIMELINE TEMPLATE Accounts) Consider who will Sales Auto Database or Harmony build the database or site created enrollment site (Home Pull Policy Level Data for Sales Office or sales office) Auto Database (existing accounts) Consider time required to receive data and build the database Consider time to Enrollment Communications develop and distribute Prepared Sales SuccessWriter materials to each audience Allow time for the Enrollment Guide prepared Enrollment Guide to be distributed to enrollers before training Consider time the Enrollers assigned to locations enrollers will need to contact and schedule locations Consider who will Schedule Group Meetings and Oneconduct group on-One Meetings meeting Consider time PA will need to review data (applicable to enrollments with communication or enrollment of core benefits Review and approval of Core Report (benefit sheets, rates and calculations) Coordinator, New Account Service Center Coordinator
Coordinator
Coordinator
Coordinator
Coordinator, Enrollers
PA
Will training be handled via face to face meeting or conference call
Enrollment Guide distributed to enrollers Enroller Training
Coordinator Coordinator
Consider time to
Sales Auto database available for download Harmony site available for enrollers Pre-enrollment Communications
Coordinator
PA, Coordinator
JUNE 07 TEMPLATE
ENROLLMENT TIMELINE TEMPLATE order, receive, and distribute the materials. distributed to managers and employees
JUNE 07 TEMPLATE