The GRAT Executive Renewal Calendar is a complete, month-by-month interactive planning system for managing group healthcare and dental benefit renewals — for both Fully Insured and Self-Funded plans.

This annual planner calendar covers every critical task from January through December: claims data review, vendor assessments, RFP timelines, compliance deadlines, enrollment system testing, and open enrollment execution based on Fully insured or Self-Funded plans.

It is designed for Benefits Managers, HR Leaders, Insurance Brokers and Producers, Client Managers, and new benefit professionals.

This calendar gives you:

• 96 pre-built, ready-to-use tasks organized by month, quarter, funding type, and accountability
• Status dropdowns to track every task from Not Started to Completed
• A Summary Dashboard so you can see the big picture at a glance
• Separate Fully Insured and Self-Funded tracks so you only work with what applies to you
• Key Milestone markers so you never miss a critical decision point
• A Notes column to capture every vendor promise, broker commitment, and rate negotiation in writing.

*Also included is a detailed how to use guide in PDF including Terms & Conditions.

NOTE: ALL EXCEL DOCUMENTS HAVE FORMULA CELLS LOCKED & PROTECTED TO SECURE THE INTEGRITY OF THE SUMMARY DASHBOARD.