The Open Enrollment Survival Guide: This is the manual nobody handed you on day one. Not a glossary. Not a textbook. A real, phase-by-phase walkthrough of the entire OE season — from your April strategy meeting with your broker all the way through December file confirmation. It covers the conversations most admins don't know they need to have, the traps that catch first-timers off guard, and the behind-the-scenes dynamics your broker will never volunteer. Seven phases. Nearly 20 years of hard-won experience, compressed into 34 pages of straight talk.

The OE Rate & Contribution Calculator (9-Tab Excel Workbook): This is your financial confidence in a file. Before this, walking into a rate meeting felt like showing up to a negotiation without knowing the numbers. After this, you walk in with five contribution scenarios already built — including a weighted tier — with total company cost and employee cost calculated automatically. Enter your carrier rates and enrollment counts. The workbook does the math. You do the leading.

The OE Timeline Checklist: This is your insurance policy against the thing every new admin fears most: missing something. More than 100 action items mapped across all seven phases of OE, with every item owner-coded so you always know whether it's your job, your broker's, or your carrier's. Close OE knowing nothing slipped through.

Guaranteed — or every dollar back.