One renewal, step by step.
This walks through how a renewal is intended to move through Aelana — from the documents arriving to the recommendation being assembled. Each step describes what the broker is doing, not just what is on the screen.
Everything here is fictional.
A fictional middle-market manufacturer: roughly 640 benefits-eligible employees across two locations, currently fully insured, with an incumbent renewal well above trend. The employer does not exist, the figures are invented, and the carriers are unnamed. This is a product concept, not a customer case study — and it deliberately ends at the recommendation rather than showing an outcome we could not substantiate.
The renewal arrives in pieces
You collect what the carrier, the employer and the incumbent broker send.
A renewal letter as a PDF, a census as a spreadsheet, claims experience in a third format. Aelana is designed to take them as they arrive rather than requiring a clean upload.
Step 1 of 7: The renewal arrives in pieces
- Incumbent renewal letterPDF
- Census — benefits eligibleXLSX
- Claims experience, 24 monthsXLSX
- Current plan documents & SBCsPDF
- Large-claimant summaryPDF
- Contribution historyXLSX
- Stop-loss termsnot received
- Ancillary lines summarynot received
Does this match how your team works?
We’re speaking with employee-benefits professionals about how renewals actually get prepared — what we’ve modelled well, and what we’ve missed. Tell us where this diverges from your process.