Fourth quarter is quickly approaching with important deadlines. During this one-hour session, our team will demonstrate key tools and knowledge to help you manage the upcoming renewal season confidently and effectively.

You’ll walk away with:

• Key timelines for renewal releases by carrier

• A clear breakdown of differences between Level-Funded (LF) and ACA/Fully Insured (FI) workflows

• How to access and retrieve group surveys and renewals on your own inside your OCI Account

This session is perfect for:

• Agents who are new to working with OCI

• Anyone seeking current process information before Q4

Know someone in your office who handles renewals? Forward this invite—they’ll be glad you did.