01
Start with a case
A case is the employer workspace that connects plan years, assignments, renewals, and support context.
- Create one case per employer group
- Assign the implementation team
- Invite a broker when needed
- Keep all plan years together
Documentation
A simple model for complicated implementation work.
Caseflow is organized around a durable hierarchy: Case → Plan Year Workbook → Workbook Sections → Benefit Plans → Rate Engines.
02
Build the plan year
Each annual cycle receives its own workbook so renewal work never erases the past.
- Set plan-year dates
- Track open enrollment
- Define blackout windows
- Copy forward intentionally
03
Complete the workbook
Move section by section through the information needed for implementation.
- Employer and carrier details
- Eligibility and payroll
- Life events
- Benefit plans and rates
04
Use readiness
Readiness measures the active workbook and turns missing information into clear actions.
- Review the readiness score
- Open missing-item actions
- Resolve section gaps
- Mark the workflow complete
05
Collaborate in context
Keep decisions and review conversations beside the implementation record.
- Comment by workbook section
- Resolve and reopen threads
- Follow notifications
- Review activity history
06
Renew without overwriting
Begin the next year from connected context while preserving the prior workbook.
- Create a new plan year
- Copy eligible configuration
- Review dates and rates
- Retain historical context
Ready when you are
Need an answer that isn't here?
The support center covers common questions and gives you a direct path to the Caseflow team.