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Open Enrollment:
A Year Long Roadmap to Success

Your Month-by-Month Guide to Streamlining Open Enrollment with Strategies, Tools, and Resources



Step-by-Step Planning

Take the Stress Out of
Open Enrollment

Open Enrollment works best when it’s treated as a year-round process. By breaking it into monthly milestones, this roadmap helps you avoid last-minute chaos, build momentum, and ensure you aren’t caught off guard.

What’s Inside the OE Roadmap?

Each month brings new opportunities to optimize your benefits strategy. Here’s a sneak peek:

Ready to Take Control of
Open Enrollment?