Self Service Toolkit Overview

This section of this guide provides step-by-step instructions for configuring your system for Open Enrollment. The sub-sections available below are also included in the Open Enrollment Training Video.

As you approach the busy Open Enrollment season, we would like to support you in any way possible. If you need additional assistance, we also offer Open Enrollment packages at an additional cost.

These packages are designed for those that are making one to multiple plan changes to their upcoming benefits. Allowing a specialized representative to configure the majority of the upcoming open enrollment on behalf of your company and review everything for accuracy before your open enrollment begins. Depending on the package you purchase, we may also provide rollover and delivery of EDI files.

Please contact your Account Manager immediately if you choose to have one of our specialized representatives complete the Open Enrollment configuration for you. Please keep in mind that our team needs change data at least 60-30 days prior to the planned start of the OE window in order to guarantee the OE start date. Data provided past this time-frame may incur a RUSH Professional Services Fee.

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