Open Enrollment Checklist
From the Playbooks for Life Series by Avolv
FREE Checklist
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Make confident insurance elections every year. This Open Enrollment Checklist walks you through evaluating your current coverage and planning for next year's needs before your enrollment window closes, including...
(1) Open Enrollment Timeline
(2) Current Insurance Elections
(3) Future Insurance Elections
(4) Submitting Insurance Elections
(5) Qualifying Life Events
What's Included:
- Open Enrollment Checklist (PDF)
The Result: Walk into open enrollment prepared, knowing which plans, providers, and premiums fit your next season of life, with a clear record of the elections you made.
Pro Tip: Pair it with the Insurance Plan & Provider Tracker to keep all of your plan, policy, and provider details in one secure place.
Perfect For:
- Students (High School, College, Higher Education Programs)
- New Graduates & Working Professionals
- Parents with Rising Adults
- Homeschool Parents & Educators
- Teachers (High School, Higher Education, After School Programs)
- School Administrators
- School Counselors
- Organization Administrators (HR Leaders, Benefits Coordinators, Educational Program Leaders, Nonprofit Administrators)
- Chief Home Officers (If you run your household - bet you didn't know you had such a powerful title!)
