Service Calendar Basics
What is a client service calendar in employee benefits?
A proactive schedule of touchpoints, reviews, and deliverables throughout the year
When should a renewal strategy meeting be scheduled?
90-120 Days before renewal
What document is often reviewed during a compliance check-in?
SPD or ACA reporting
Why is a mid-year check-in important?
Helps course-correct, evaluate plan performance
Name a common value-added service HUB provides.
Benchmarking, HR support, wellness resources.
True or False: A service calendar should be reactive.
False – it should be proactive.
What type of meeting should happen after Open Enrollment ends?
Post-OE review/debrief
Name one annual compliance requirement.
5500 filing, non-discrimination testing, etc.
What can be reviewed mid-year to support better renewal outcomes?
Claims data, education briefs with employees, wellness participation, mid-year employee surveys
What platform can help clients with benefit education?
Online portals, benefit administration systems
Name one benefit of using a service calendar with clients.
Consistency, accountability, retention, etc
What quarterly check-in can uncover upsell opportunities?
Mid-year review or utilization check
When should a compliance calendar be reviewed with a client?
Beginning of the plan year or onboarding
What kind of employee feedback tool can be used mid-year?
Pulse survey or engagement survey
What is a “Total Rewards” statement?
A personalized breakdown of comp & benefits.
Who typically manages the service calendar for a client?
Account Manager or Producer
What touchpoint helps reinforce client value year-round?
Regular check-ins or service reviews, persona
What law requires offering COBRA coverage?
ERISA or COBRA
What might signal a need to change plan design mid-year?
High claims, dissatisfaction, new hires if company rules allow
What consulting service helps with workforce planning?
HR or human capital strategy consulting
What’s a common mistake when implementing a service calendar?
Failing to customize it to client needs.
How often should client goals be revisited?
At least twice a year – mid-year and renewal
What penalty might apply for non-compliance with ACA reporting?
IRS fines that are per day, per employee, per penalty
What voluntary product is commonly added mid-year?
Critical illness, accident, hospital indemnity
Name a non-insurance benefit that increases employee loyalty.
Financial wellness, EAP, legal services, etc.,