Review in this order
Group and billing details
Confirm the group name, billing contact, billing frequency, effective date, and account identifiers.
Enrolled employees
Compare the billed population with completed elections and documented effective dates.
Benefit elections
Review coverage selections and premium amounts against the final enrollment output.
Payroll deductions
Confirm the deduction schedule and identify timing differences between payroll and billing.
Adds, changes, and terminations
Separate post-enrollment changes from first-bill discrepancies so each item follows the correct process.
Open questions
Document the employee or line involved, the observed difference, the expected result, and the person assigned to follow up.
Close the loop on each issue
Compare the records
Record what the enrollment record shows and what the invoice shows.
Gather support
Identify the supporting information available without sending Social Security numbers or sensitive medical information through ordinary email.
Assign the next action
Name the owner of the next step and agree when the employer or broker should expect an update.