The Group Healthcare Renewal Advantage Digital Toolkit - for Medical, Dental and Vision renewals. The Excel Bundle package includes all 3 excel document tools is designed to empower benefits professionals and HR leaders, Insurance producers and brokers, client managers, and those just starting out and need a clear roadmap of what happens when — and why it matters. Enables them to confidently navigate, track, and simplify the group healthcare renewal process through digital interactive checklists, and strategic group renewal planning tools.

Included in the Excel bundle: (for a 46% savings!)

• RFP/Renewal Medical, Dental, Vision Carrier Assessment scoring Excel model -Score up to 4 various carriers across 10 weighted categories, allows for 3 independent scorers: CEO, Broker, Benefits Manager, Auto-calculating Excel dashboard — no manual math

• 2027 Interactive 12-month annual planning Excel roadmap (Jan–Dec) based on Fully Insured vs. Self-Funded models. Each tab tracks: Q1 Analyze → Q2 Strategy → Q3 Execute → Q4 Enroll, with summary dashboard

• 2027 Open Enrollment Interactive Excel Checklist - Step-by-step checklists-5-phase structured checklist from September 2026 – Jan 2027

*Also included free is the detailed How to use guide for each tool (3 PDF docs) with terms and conditions - downloadable PDF

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

IN THE RFP TOOL - THE KEY FACTORS CAN BE CHANGED BASED ON YOUR COMPANY’S PRIORITIES, HOWEVER, THE WEIGHTS/FORMULAS CAN NOT BE CHANGED.