11
12
13
14
15
16
17
18
19
8
9
Step
1
2
3
4
5
6
7
Implementation Task
Open Enrollment Start Date
Open Enrollment End Date
Underwriting
Gather required documents & data to complete underwriting
Prepare and deliver Executive Summary to client
Make final decisions
Agreements and Contracts
Present Agreement
Sign and execute Agreement
Complete BOR
Meetings and Conference Calls
Internal planning meeting BB&T/EWSC Stakeholders
10
Kick-off meeting with client
New Group Set Up
Complete internal Sold Transition Form
Complete internal Departmental Product Implementation
Documents
Establish group in all EWSC systems
Conduct carrier notification (new plans/terminating plans)
Sign off on New Group Departmental Workflows
Open Enrollment Strategy and Communications
Discuss options for enrollment strategy
Complete Communications Inventory and Calendar
Sign-off of Communications Documents
Distribute Communication per Inventory and Calendar
Complete Enrollment Strategy & Communication Workflows
Train Enrollers
Participants
Broker
Broker
Client
IM
Client
Broker/Client
Broker/EWSC
Target
Date
All
IM
IM
IM
Broker/Client
IM
All
IM
Broker/Client
All
IM
IM
Date
Completed
Comments
Confirm ongoing meeting schedule and deliver the
Project Workbook
Benefits Admin,
COBRA, FSA,
Technology,
Customer Care
Center
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Step Implementation Task Participants
Target
Date
Date
Completed
Comments
26
27
28
29
30
31
20
21
22
23
24
25
Online Enrollment System and Data Management
Complete Playbook (used for system programming)
Complete Data Exchange Calendar
Complete Data Exchange Guide
Send first test census file
Send first sample payroll file
Build Enrollment System
All
IM
All
Client
Client
EWSC
Establish Administrative users and security structure
Test Enrollment System
Test eligibility files with carriers
Conduct data audits
EWSC
All
EWSC
EWSC
Establish URL
Benefits Portal
IM
Load content building from finalized communication documents IM
32
33
34
35
36
37
Review Benefits Portal content
Establish single sign on
Test single sign on
Benefits Administration Protocols
Review Administrative Process Guide w/client
Review Banking and Funding Matrix w/client
Train client stakeholders on routine/ongoing tasks
All
EWSC
EWSC
IM
IM
IM
38
39
40
Health Management
Customize Wellness Calendar
Review incentive strategy
Review sample reports
41
42
Test incentive engine
Train on incentive engine
IM
IM/Client
Note: This timeline is for illustrative purposes only. A detailed internal proprietary Work Plan is managed by the EWSC Implementation
Team.
Definitions:
IM = Implementation Manager
EWSC = Enterprise-Wide Solution Center Team
IM
All
All
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