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.

• 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.