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    The June–August Planning Window

    Benefits Planning Starts Before the Q4 Rush

    By mid-year, employers usually have enough plan activity, employee feedback, payroll data, and provider-network information to make better renewal decisions. Starting between June and August gives your business time to compare options, educate employees, review contribution strategy, and coordinate with finance before open enrollment pressure builds.

    Review plan usage before renewal deadlines
    Check provider networks before employees need answers
    Compare carrier and contribution strategies earlier
    Educate employees gradually instead of all at once
    Coordinate benefits decisions with payroll and finance
    Enter Q4 prepared instead of rushed
    Interactive Tool

    The 100-Day Renewal Countdown Checklist

    Set your renewal date and track every step from mid-year review through open enrollment. Your progress saves automatically in your browser.

    Days Until Renewal
    Checklist Progress
    0%
    0 of 20 tasks complete

    100–76 Days Out

    Review & Assess

    0/5

    75–51 Days Out

    Network & Strategy

    0/5

    50–26 Days Out

    Compare & Decide

    0/5

    25–0 Days Out

    Communicate & Enroll

    0/5

    Ready to Start Your Renewal Review?

    Don't wait until October. Book a strategy call today and enter Q4 prepared.

    Book a Strategy Call