Aug. 23, 2023

Best Practices for a Successful Renewal Cycle with Account Management
Applies to small groups

What you Need to Know:

• Go to the microsite for all your renewal, fliers and account management needs.  We update the site continuously.
  
  
• Anniversary date changes, off-cycle and billing cycle changes may have important submission dates. Review the details at the microsite.
  
  
• When sending emails, include the account name and group number in the subject line.
  
  
• When responding to emails, include the issued reference number for further use.
  
  
• The small group account management team does not have access to membership and claims data. We must re-direct inquiries to the correct area — and this can add additional time before you receive a response.
  
  
• Use our contact sheet (located on the microsite) for direct phone numbers and email addresses to various service areas. New group sales should be directed to your sales contact.
  
  
• Encourage members to review and compare drug lists from year to year — to identify potential changes.
  
  
• Educate your groups on key health insurance terms such as deductible and “out of pocket” prior to open enrollment.
  
  
• Review the terms.
  
  
• Make certain that any groups electing to make plan changes fully understands that increases to the deductible and/or out-of-pocket costs may affect the member’s cost-share. Remember, these amounts are based on the calendar year, not policy year.
  
  
• Streamline benefits during renewal season: Add dental, life, STD and vision with us.