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CSM - Renewal Modeling Talk Track

Use this script when discussing contribution modeling changes with an employer or agent, typically ahead of a 2027 renewal decision.

Before the meeting

  • Confirm the group's current contribution model first:

    • Search HubSpot notes for the company, August–November 2025

    • Or check the model's name for clues

    • If neither gives an answer, ask the agent directly — before or during the meeting

Call flow

The full decision tree below — questions are in orange, outcomes/notes in teal, the pre-meeting prep step in gray.