Kickoff Call KICKOFF CALL <Name of Company> Renewing Plan Year 112020 12312020 Discovery Benefits will complete this document Item Description Example Reason Needed ...
Filetype Excel XLSX | Posted on 08 Aug 2022 | 2 years ago
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...Sheet kickoff call lt name of company gt renewing plan year discovery benefits will complete this document item description example reason needed renewal project overview presentation discuss the and determine what benefit client mercer how frequently do should we have calls ensure everyone is on same page with needs to be done where re at expectations are for review current customizations list customization sent you a week ago all up date included as during file changes discussion feeds if there any vendors or debit card sub new carriers carrier need substantiation identified update allow us start working them soon possible mergeracquisition such which coinciding your impact may participants who added system nothing missed due merger that typically isn t involved in standard process takeovers plans taking over they include carryover activity open enrollment dates amp consideration means won until late november files provided early december cards when delayed knowing held received over...