Check enrollment readiness
Case decisions
Document plans, rates, eligibility, contribution approach, pay frequency, and the target effective date.
Census quality
Confirm required fields are complete, resolve obvious duplicates, and transmit the file through the approved secure path.
Platform path
Confirm the existing benefits platform or Employee Navigator provided by Cory District, along with the required payroll or administration output and agreed access.
Employee access
Confirm how employees will receive announcements, schedule conversations, and complete elections.
Communication approval
Approve the message, timing, reminders, and the internal contact for employee questions.
Counselor schedule
Plan appointment windows around employee availability, time zones, and expected participation.
Progress reporting
Agree when the employer and broker will review participation updates and who decides on follow-up.
Close and reconciliation
Plan for final elections, outstanding questions, and the first-invoice review.
Ask three questions before opening the window
Access
Can every eligible employee understand how to get help?
Ownership
Does each operating task have a named owner?
Handoff
Is the next handoff clear when enrollment closes?