Member Communications Readiness Checklist: Keep Every Step on Track

Use this working checklist to guide your plan-year materials process—from data intake through print and in-home delivery. It keeps teams aligned and accountable at every milestone so nothing slips through the cracks.

Use this checklist to:

  • Confirm ownership, timing, and data sources before each stage

  • Verify templates, accessibility, and print readiness as you go

  • Reduce last-minute fixes and protect in-home delivery dates

Stay in Control of Your Plan-Year Materials Workflow

When deadlines overlap and updates pile up, even small delays can ripple through your entire production cycle. This checklist gives your team a shared roadmap to stay ahead of bottlenecks and keep materials audit-ready.

Work through it to:

  • Track milestone progress and hand-offs in one place

  • Keep data, templates, and translations moving in sync

  • Catch errors early and minimize version churn

  • Protect your print and in-home timelines

Get the Checklist

See What Our Clients Are Saying

  • "I can’t say enough positive things about how engaged Imagenet was, how clear they were about what could be done and when it could be done, and most importantly, about how they delivered."

    — Wayne Troutman, Chief Operations Officer, RAM Technologies, Inc.

  • "With Collateral Management Module® (CM) and Benefit Package Module® (PBP), our team was able to develop and fulfill over 46,000 plan documents for more than 480 unique plans—Individual & Family (on & off-exchange), Small & Large Group plans. Imagenet’s support made the entire process smoother, faster, and fully compliant."

    — Leading Southwest MA & Commercial Group Plan

  • "Imagenet scaled quickly, integrated seamlessly, and delivered exactly what we needed to stay compliant."

    — Director of Claims Operations, Large Public Health Plan

  • "Our partnership with Imagenet has been a significant step up in both quality and responsiveness. The accuracy and consistency of their digital mailroom solution has driven stronger data and reporting, faster turnaround times, and more streamlined operations in our bill review process."

    —  SVP, Corporate Strategy, National Healthcare Financial Services Company

Ready to Keep Your Next Cycle Running Smoothly?

Download the Member Communications Readiness Checklist and guide your team step by step through this year’s coverage-materials production. From data intake to print and in-home, use it to verify readiness, reduce risk, and hit every milestone with confidence.

Download the Checklist

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