As the current plan year draws to a close, PBM Account teams face a critical window of opportunity to ensure their clients are well-prepared for the year ahead. This period is not just about tying up loose ends; it’s about setting the stage for a successful and seamless transition into the new plan year. Being proactive in these efforts can significantly impact your client’s satisfaction and the overall effectiveness of their pharmacy benefit strategy.
Why Proactive Preparation Matters
By taking deliberate steps now, you can help your clients mitigate risks, ensure a good member experience, minimize performance guarantee payouts, maximize savings, and ensure that their benefits align with both their budget and their employees’ needs. Moreover, a well-prepared client is more likely to experience a smooth transition into the new plan year, reducing the likelihood of disruptions that could impact member satisfaction.
Key Steps for PBM Account Teams
To support your efforts, we’ve created the ultimate checklist with the key steps you should start taking today. This comprehensive guide covers everything from confirming and finalizing benefit changes to reviewing current plan performance to forecasting and setting goals for the upcoming year.
Download the Ultimate Year-End Preparation Checklist
Whether you’re a seasoned account manager or new to the role, our checklist is designed to help you navigate this busy period with ease and efficiency. By following these steps, you’ll be well-equipped to deliver exceptional service to your clients, reinforcing your role as a trusted partner in their benefits strategy, helping them close out the current year on a high note, and ensuring they start the new year with confidence.
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