How to Prepare for a 7/1 Dental Insurance Renewal

For many schools, churches, municipalities, and nonprofits, July 1 marks the start of a new benefits year. Preparing early helps you control costs, provide stability for members, and avoid last-minute stress. Here are 10 simple tips to get your organization ready for a smooth renewal.

10 Tips to Effectively Navigate Your 7/1 Dental Insurance Renewal

1. Start Planning Early

Review your current dental plan 4 to 5 months before your renewal. Look at what worked well, where members struggled, and any major changes in your organization. Bring HR, finance, and leadership together to align on goals for the upcoming year.

2. Understand What the Employees Need

Take a look at your workforce. All employees will benefit from preventative care, but if you have a large mix of families you will want to look at stronger orthodontic coverage. A quick pulse survey can help you understand what matters most and guide your plan selection.

3. Review Your Budget

Decide what your organization can contribute toward dental benefits this year. Compare your current costs with local benchmarks and look for ways to offer strong coverage without increasing your spend. CarePlus plans are designed to help employers maintain high-value benefits at an affordable price.

4. Check Provider Access

Confirm that your current plan’s provider network still meets the needs of your employees. For schools and churches, convenience matters. Dental Associates offers 14 clinics across Eastern Wisconsin where families can access general dentistry, pediatric dentistry, orthodontics, and specialty care like root canals, oral surgery, and dental implants.

5. Evaluate Your Options

Request plan updates and quotes early so you have time to review your choices. Explore whether a comprehensive or supplemental plan fits best, or if offering two plan options would serve your diverse workforce.

6. Communicate With Employees

Clear communication helps employees feel confident during open enrollment. Share what is changing, what is staying the same, and how to enroll. Provide easy-to-read resources like FAQs or plan summaries so employees know exactly what to expect.

7. Prepare for Open Enrollment

Decide how you will conduct enrollment and gather the materials employees need ahead of time. If your organization would like help presenting the plan, a CarePlus Dental Plans representative can support your open enrollment session.

8. Plan for New or Seasonal Staff

Schools and nonprofits often have staffing changes mid-year. Have a simple onboarding process ready so new employees receive their dental benefits information right away.

9. Stay on Top of Administrative Tasks

Make sure all plan documents, eligibility requirements, and HR systems are updated for the new plan year. Confirm the internal benefits lead has the correct renewal materials in place.

10. Get Support When You Need It

CarePlus is here to help you navigate the renewal process and make the most of your dental benefits. Connect with us for a plan review, updated pricing, or enrollment support.

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