Maximize Your Renewals Efficiency This OEP
New reporting features in JET Health Solutions help agents:
Assess renewal risks per client
Prioritize active renewals
Ensure coverage continuity
Renewals Task View
Frequently Asked Questions
Additional Resources
Accessible via the Renewals tab under Clients, this dynamic view tracks:
At-risk clients
Subsidy eligibility changes
Crosswalk impacts
Completed renewals
Column
Description
Client
Primary applicant name (single enrollment groups only)
Renewal Status
Action Needed / Action Recommended / Actively Renewed
Risk Factors
BAR status, tax docs, crosswalk changes
Action
Initiate renewals directly
🛑 Action Needed
BAR disabled
Tax access denied
No crosswalk plan
⚠️ Action Recommended
Plan/carrier change
No change (benefits may still vary)
✅ Actively Renewed
Client completed renewal
"Renew Now" → Start plan shopping
"Start with Application" → Update details first
Note: Buttons disappear after renewal starts. Resume via client details page.
Active: Client updates application/plan (agent-assisted).
Passive: Auto-renewal if BAR-eligible (no action required).
CMS reassigns clients to comparable plans when:
Their plan is discontinued
Carrier exits their region
BAR Opt-Out: Clients must actively renew if opted out.
Timing: October–December
Priority: Processes earliest effective dates first.
BAR Process Guide
Crosswalk Policy Details
Renewal Status Glossary