CSM - 2027 Renewal Guide

General Resources

• Carrier Master Sheet
• CSM Renewal / Onboarding Checklist (domo)
• Escalation Guide
• Renewal Meeting Talk Track
• Meeting Lifecycle

September 

• Complete QBR 3 for all clients - Find template here
  • Add NOE dates - Find dates here
  • Add Renewal Funding Amount - Find amounts here  (please include known churns / churn risks)
    • Renewal Funding Talk Track
• Remind Employers to send 90-day notice (ER must send by 10/1) - Send this email template
• Create 2027 Coverage Period between 9/20/26 - 9/30/26 - Find instructions here
• Run Projection Models for Large Groups - Find template here

October

• All Contracts Created / Signed - Find instructions here
• Confirm all Census' Have been Updated - ER follows these instructions
• Contributions Finalized for All Groups
• Send Employee Training Webinar Link - Link when available
• Send Renewal Funding Reminder by October 21st to groups renewing in November - Send this email template

November

• Send Renewal Report information - Find instructions here
  • Send list of EE's who still need to elect a 2027 plan half way through a groups enrollment
  • Send list of EE's who changed carriers and need to cancel their 2026 plan after the groups enrollment days end
• Send Renewal Funding Reminder by November 18th to groups renewing in December - Send this email template