Create quarterly ticket for benefit window review by ops

Your benefit and life-event reviews lack a consistent task to track quarterly windows, leaving coordinators unprepared. Create and assign a standardized ticket so reviews occur ahead of each quarter.

Overview

Quarterly benefit and life-event reviews often slip through without a single place to track them; this workflow creates one standardized ticket per quarter and routes it to support ops. That gives support ops managers and coordinators a clear, trackable task to act on ahead of each quarter start.