Group Healthcare Medical & Dental renewal process can be chaotic and leave you scrambling!
My website: payhip.com/GRATGroupHealthcareRenewalAdvantageDigi…
I am licensed with 30+ yrs on the carrier side managing group accounts, renewals, OE, and implementations. I've worked with brokers, CFOs, and benefits managers watching employers leave money on the table at renewal. This channel exists to help you master and simplify the group renewal process.
Who this channel is for:
▸ Benefit professionals overseeing benefit strategy & open enrollment
▸ Producers/brokers and Client Managers who want a structured RFP process
▸ New to group renewal process
What you'll find:
- Educational videos
-EXCEL Digital Tools to download:
1. RFP Vendor Assessment Scorecard
2. Open Enrollment Checklist
3. Annual Renewal Planning Calendar for fully insured and self insured groups
Educational Only | Not Legal or Financial Advice
Debby Holt
Group Health Medical & Dental Plans. Fully Insured vs Self-Funded (ASO)? 90% of employers get this wrong.
Bottom line: Asking for the math costs nothing. 💡
Not sure which one fits? I broke it down in the GRAT Toolkit.
👉 Get the full Group Healthcare Renewal Advantage Digital Toolkit:
payhip.com/GRATGroupHealthcareRenewalAdvantageDigi…
(Link in bio)
Education Purposes Only | Not Financial Advice
#GroupHealthInsurance #EmployeeBenefits #SelfFunded #FullyInsured #ASO #HR #BenefitsBrokers #MedicalBenefits #DentalBenefits #ERISA #PPONetwork #HealthcareCosts #RenewalStrategy #GRATToolkit #AccountManagement
1 month ago | [YT] | 1
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Debby Holt
Nobody hands new account managers a manual to run a book of business. So I made one.
If you're new to group healthcare account management, you already know the feeling. Renewals, implementations, claims meetings, open enrollment, service issues, building relationships. Everything all at once, with no one showing you the ropes. #clientmanager #accountmanager #groupbenefits #insuranceproducer #bookofbusiness #RFP #openenrollment #HRtips
2 months ago | [YT] | 1
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Debby Holt
I'm introducing GRAT- Group Healthcare Renewal Advantage Toolkit - 3 interactive digital excel tools for your group medical, dental, and vision renewal planning. I built this digital toolkit to simplify and keep track of the challenging medical, dental and vision renewal process.
Designed for benefits professionals, HR leaders, insurance producers, client managers, and those new to the renewal process.
There is NOTHING like it on the market — a first-of-its-kind renewal toolkit from inside the industry to help simplify the group medical, dental and vision renewal process.
Complete 3 renewal digital tool bundle: payhip.com/GRATGroupHealthcareRenewalAdvantageDigi…
3 Excel Tools include:
1. RFP/Renewal Medical, Dental, Vision Carrier Assessment scoring Excel model
Score up to 4 carriers across 10 weighted categories,
allows for 3 independent scorers: CEO, Broker, Benefits Manager,
Auto-calculating Excel dashboard — no manual math
2. 2027 Interactive 12-month annual planning Excel roadmap (Jan–Dec) based on Fully Insured vs. Self-Funded models includes Stop Loss & TPA tasks
Tracks: Q1 Analyze → Q2 Strategy → Q3 Execute → Q4 Enroll, with summary dashboard
3. 2027 Open Enrollment Interactive Excel Checklist
- Step-by-step checklists-5-phase structured checklist from September 2026 – Jan 2027
*Also included free is the detailed "How to use guide" for each tool ( PDF docs) with terms and conditions - downloadable PDF
Download at: payhip.com/b/ZljJM
Check out my YouTube channel: lnkd.in/gaC8HAGY
#hrtips #insuranceagent #benefitmanagers #clientmanagement #accountmanagement #openenrollment #insurancemadesimple #rfp #hrleadership #hrleaders #insuranceprofessionals #insuranceagency #insurancetips #ceo
2 months ago (edited) | [YT] | 1
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