TIER 2 · FIRST RENEWAL MEETING · PRE-MEETING CHECKLIST
Five Items to Bring to the First PBM Renewal Meeting.
The First Meeting Sets the Frame.
A 2-page printable checklist PBS uses across 100s of PBM contract reviews annually. Free download. Sent to your inbox.
Five documents to bring to the first renewal meeting
One internal priority list, agreed before you walk in
One counter-narrative to the PBM's proposal
Set the frame before the PBM does
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A complete audit framework you can run in half a day.
WHAT IS IN THE WORKSHEET
PASS 03
Bring the Counter-Narrative
The internal priority list, agreed across HR, finance, and the broker before the meeting, prevents the PBM from dividing the room. One voice, one set of priorities, decided in advance.
PASS 01
Bring Five Documents
Five documents change the first renewal meeting: your independent claims analysis, your audit findings, your priority list, your benchmark data, and your draft term sheet. Walk in with all five or react to the PBM's.
PASS 02
Agree the Priorities First
The internal priority list, agreed across HR, finance, and the broker before the meeting, prevents the PBM from dividing the room. One voice, one set of priorities, decided in advance.
ACTION PLAN
This Quarter's Action Plan
Assemble the five documents, hold the internal alignment meeting, and pre-circulate the counter-narrative to your committee. The first meeting sets the frame for every meeting after it.