Case Setup Checklist Follow
After creating a new case, there are several things that can help ensure a successful open enrollment. The attached checklist breaks the preparation tasks into four categories:
Step 1: Customize Your Toolkit (due: as soon as possible after case creation)
Step 2: Add case agents and other stakeholders (due: after toolkit customization)
Step 3: Prepare for text message communication (due: two weeks prior to OE start date)
Step 4: Review the toolkit and prepare for launch (due: 5-7 days prior to OE start date)
Check each item off the checklist for a successful launch. Reach out to email@example.com with questions.