What do I need to process Open Enrollment?
In order to process Open Enrollment you will need the following information:
- Summary of Benefits and Coverage (where applicable)
- Plan Summaries (where applicable)
- Rate sheets
- Contribution scheme
- Underwriting guidelines for your policy (ies) (waiting periods, termination settings, effective dates, et al)
As a best practice, Zenefits recommends you work with your benefits broker when processing Open Enrollment. If you are looking for a broker to help you with your benefits, Zenefits' has a number of Broker Partners who can help.
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