When
Date: Wednesday, June 10, 2026
Time: 11:00 a.m. - 12:00 p.m. (CST)
Agenda
Elevating Employee Benefits Renewals Through Epic Workflows
Join the Client Facing Service – Employee Benefits Alliance for a focused session designed to enhance efficiency and consistency within your renewal processes. This meeting will feature Epic user Melissa Schultz, Senior Client Manager at the Hausmann Group, who will lead an in-depth presentation on Employee Benefits Renewal Workflows in Epic.
Melissa will share practical insights and proven approaches to managing renewals, grounded in real-world experience and supported by structured workflows within Epic and Applied Benefits Designer (ABD). Attendees will walk away with actionable strategies to streamline processes, improve documentation, and elevate the client experience.
Key topics will include:
- Renewal timelines, task automation, and use of Renewals Manager
- Consistent documentation practices in Epic and ABD
- Presenting renewals and managing client decisions
- Coordinating marketing/RFP workflows and plan changes
- Supporting open enrollment and key compliance considerations
This session is ideal for team members looking to strengthen workflows, align with best practices, and drive greater consistency across the renewal lifecycle.
Have a question for Melissa? Let us know here or on your registration form, and let's get the conversation started.
Registration
FREE for ALL ACN Members!
The dial-in number and link will be included in the registration confirmation email.
What is an Alliance Meeting?
Member Alliance meetings are virtual gatherings for ACN members of like-personas, designed to promote networking and information sharing across North America. Please note that Alliance meetings are not recorded.
Meeting Contact
Nicole Stevenson
nicole@egibenefits.com