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You were handed a benefits program with no manual, no training, and real consequences for getting it wrong.
The complete starter kit for your first 90 days: the 90-Day Playbook, an 11-tab Carrier Command Center with your compliance calendar built in, and two bonus guides. 2027 and 2026 IRS limits already filled in — every figure sourced.
Somebody handed you the benefits program with no manual and no training. This is the roadmap that should have come with it.
Nobody Told Me That: The 90-Day Playbook — $47 value
Five CLEAR stages that take you from your first plan document to running open enrollment like you’ve done it before. Checklists, a 19-term glossary, and the compliance filings you personally own.
BONUS — The Broker & Carrier Conversation Code — $17 value
The exact questions to ask your broker and every carrier in your first 30 days — including how your broker is actually paid.
$64 of tools for $47.
Two PDFs · instant download · yours permanently · 30-day guarantee
Open enrollment is the one season where every mistake has a deadline attached. This is the whole cycle — March through January.
Open Enrollment Survival Guide — $47 value
26 pages, seven phases. The 8-week file build rule, the new-hire dual-window trap, and the carrier questions that prevent January 1 coverage gaps.
OE Timeline Checklist — $27 value
Every task with an owner and a target date. Critical items flagged, not buried.
OE Rate Calculator — $27 value
A 12-tab Excel workbook. Five contribution scenarios side by side, cost per paycheck, and a live ACA affordability check that runs before you commit.
BONUS — OE Compliance Calendar — $13 value
Part D, SBC, gag clause, 1095-C — each with the rule behind the date.
$114 of tools for $67.
Two PDFs + one Excel workbook · instant download · yours permanently · 30-day guarantee