01
Discovery
Plan the case
We start with the workforce, current benefits, contribution strategy, payroll, platform, and target date.
What leaves this phaseA documented case plan with owners, dates, and next decisions.
How Cory District works
A visible operating plan from the first call to ongoing service.
Every case is different, but the work should not feel improvised. Cory District uses four phases with defined decisions, responsibilities, and outputs.
At a glance
Four phases that move the account forward.
Timing depends on data quality, platform requirements, plan decisions, and employee availability. The sequence remains consistent.
02
Typically 1 to 2 weeks
Build the enrollment
Plans, rates, eligibility, and employee communications are coordinated in the client's platform or in Employee Navigator provided by Cory District.
What leaves this phaseA tested enrollment experience and an approved communication schedule.
03
Often 2 to 4 weeks
Educate and enroll
Licensed benefits counselors explain the options one employee at a time by phone and screen-share.
What leaves this phaseCompleted elections, participation reporting, and a clean close to the enrollment window.
04
First 60 days and ongoing
Reconcile and support
The work continues through the first invoice, administrator onboarding, new hires, claims questions, and the next plan year.
What leaves this phaseA supported account with clear service contacts and repeatable operating steps.
The detailed handoff
Know who owns the next move.
01Discovery
Plan the case
We start with the workforce, current benefits, contribution strategy, payroll, platform, and target date.
Your team
Share the census, current benefits, pay frequency, effective date, and desired lines.
Cory District
Clarify the objective, identify missing information, and shape the case for quoting.
OutputA documented case plan with owners, dates, and next decisions.
02Typically 1 to 2 weeks
Build the enrollment
Plans, rates, eligibility, and employee communications are coordinated in the client's platform or in Employee Navigator provided by Cory District.
Your team
Approve plan details, the employee message, and the enrollment calendar.
Cory District
Scrub the census, coordinate the build, prepare communications, and confirm enrollment readiness.
OutputA tested enrollment experience and an approved communication schedule.
03Often 2 to 4 weeks
Educate and enroll
Licensed benefits counselors explain the options one employee at a time by phone and screen-share.
Your team
Support the communication plan and give employees time to complete their appointment.
Cory District
Staff the schedule, monitor participation, report progress, and offer a second opportunity when needed.
OutputCompleted elections, participation reporting, and a clean close to the enrollment window.
04First 60 days and ongoing
Reconcile and support
The work continues through the first invoice, administrator onboarding, new hires, claims questions, and the next plan year.
Your team
Review the first invoice and route service questions to the named coordinator.
Cory District
Reconcile enrollment, help resolve billing issues, establish the new-hire process, and schedule future touch points.
OutputA supported account with clear service contacts and repeatable operating steps.
Operating principles
What makes the process useful.
One owner at every stage
A task without an owner becomes a delay. The process makes responsibility visible before the due date.
Employee data stays in secure channels
Census files belong in the secure upload, not in ordinary email.
Participation is monitored during enrollment
Progress is useful while there is still time to communicate and schedule another conversation.
The first invoice is part of implementation
The account is not finished when enrollment closes. Reconciliation and administrator onboarding belong in the plan.
Start with a conversation
Start at the phase your group is in today.
Tell us about the group, the timing, and what you want the benefit program to accomplish.