2026 CALENDAR Q1 January S
4
M
5
T
6
W
7
T
F
S
1
2
3
8
9
10
Medicare comms refresh
11
12
13
Begin refresh of HPS benefits book content
18
19
14
15
16
TSCRA Ft. Worth stock show support
20
17
New Business Development SharePoint page goes live
21
22
23
24
28
29
30
31
PBIRx hosts “The GLP-1 Reckoning” webinar
New benefit book kit options ready
Function Health and Higginbotham partnership announcement
25
26
27 Function Health launch with HPS TSCRA Coffee and Coverage Ad
Concept new Higg brand for EBC
Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.
2026 CALENDAR Q1 February S 1
M 2
T 3
W 4
T 5
F 6
S 7
Public relations kit templates finalized
8
15
9
10
11
Q1 - Quarterly BD Content Review implemented
Communication and Marketing Summit (CAMS) – Day 1
Communications and Marketing Summit (CAMS) – Day 2
16
17
18
12
13
14
19
20
21
Update legal notices Review new branding concepts
22
23
24
Launch refreshed BD self-service templates
Reviewing self-funding collateral
25
TASBO conference and client reception
26
27 Present new kit options to focus groups Review legacy Higg benefit book kit content Press release kit finalized
Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.
28
2026 CALENDAR Q1 March S 1
M 2
T 3
W 4
T 5
F
S
6
7
13
14
Function Health launch with P&C
8
9
10
11
12
TSCRA Colonial Life products promotion
15
16
17
18
Update HPS kit content
19
20
21
Outline specialty toolkits New Higg kit content review complete
22
23
24
Create TSCRA Colonial Life flyers
29
25 Planning meeting with HR about redesigning Higg book
30
31
Renewal presentation template launched
Finalize new Higg EBC branding
Case Study: Population Health Management
Nationwide paper initiative is executed
26
27 HPS kits go live
TSCRA promo ad Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.
28
2026 CALENDAR Q2 April S
M
T
W 1
T 2
F 3
Begin employee performance evaluations
S 4
New digital press discussion
Transition remaining HPS books in advance of OE 5
6
7
8
Producer spotlights campaign launches
12
19
13
20
14
9
10
11
17
18
TSCRA/Higg partnership mag article
15
16
Producer postcard initiative launches
Large format printing discussions/decisions
What’s Brewing webinar and email
Present 2027 Higg benefits guide design comp
21
22
24
23
New digital press discussion
26
27
28
EB animated Spanish videos are finalized
29
30
Lunch and Learn w/ Dr. Ritter
Direct Primary Care animated video finalized Higg ancillary kit files created Complete employee performance evaluations
Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.
25
2026 CALENDAR Q2 May S
M
T
W
T
F 1
S 2
HPS benefit updates complete
3
4
5
6
7
8
9
New Higg kit options go live
Producer spotlight campaign
Host Self-funded Health Care seminar
Host Data to Well-bieng seminar
13
14
15
16
20
21
22
23
28
29
30
Large format printer install (Tentative)
Add new flyers to existing drip campaign library
What’s Brewing webinar and email 10
17
11
12
Q2 - Quarterly BD Content Review implemented
Host Atlanta seminar
18
19
Case study: Self-funding
24
25
26
27
From Data to Wellbeing Seminar
31
Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.
2026 CALENDAR Q2 June S
M 2
TSCRA OE begins
Producer spotlight campaign
Ongoing Asana training begins
7
T
1
8
W 3
T 4
F
S
5
6
11
12
13
Host PBIRx Biosemilar Webinar
What’s Brewing webinar and email
9
10
Launch client discovery and satisfaction survey
Complete TSCRA Colonial Life flyers
14
15
16
17
18
19
20
21
22
23
24
25
26
27
Mini CAMS
Mini CAMS
28
29
Higg Benefits 101 animated video finalized
30 Seminar and conference strategy finalized 2027 Higg benefits guide design complete
Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.
2026 CALENDAR Q3 July S
M
T
W 1
T
F
S
2
3
4
9
10
11
17
18
25
Choose EBC digital partner
5
12
6
13
7
8
Producer spotlight campaign
Project processes and timelines
What’s Brewing webinar and email
Host Self-funded Health Care seminar
14
15
16
Refresh Pop Health collateral
White paper: Beyond enrollment: making benefits work
22
23
24
29
30
31
Finalize EBC digital partner implementation
19
20
21 TIADA Conference
26
27
28 Medicare comms refresh complete
2027 wall and journal calendars complete
Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.
2026 CALENDAR Q3 August S
M
T
W
T
F
S 1
2
9
3
4
Begin contract negotiations for EBC digital partner (Dependent on external team)
Producer spotlight campaign
10
11
5
6
7
8
12
13
14
15
Case study: Pharmacy
Update legal notices
Privia NT Retreat
Training videos: How to request a Tiled presentation
Privia NT Retreat
What’s Brewing webinar and email
Q3 - Quarterly BD Content Review implemented
Storytelling Webinar 16
17
18
19
20
21
22
Implement new OE Flowpage templates
23
24
25
26 Tulsa Lunch & Learn
27
28 Finalization and publication of Q4 pricing Bespoke Function producer rollout
30
31 HPS OE season closes
Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.
29
2026 CALENDAR Q3 September S
M
T
W
1
2
Producer spotlight campaign
Complete/sign contract with EBC digital partner (Dependent on external team)
Higg OE season starts What’s Brewing webinar and email
T
F
S
3
4
5
10
11
12
17
18
19
24
25
26
Lunch and Learn w/ Sam McMahan 6
7
8
9
New Partner Tiled presentation is finalized
Training videos: How to create a Flowcode or Flowpage HPS Quarterly Gathering
13
20
14
21
15
16
PBIRX / Higg Seminar
Q4 EB Comms Gathering
22
23
White paper: Bridging the awareness gap: improving utilization of mental health benefits (EB) 27
28
White paper: AI in nonprofits Q4 Luncheon
29
30
Begin EBC digital partner implementation (Dependent on external team)
Memphis Seminar
1st Brite training for EB Comms Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.
2026 CALENDAR Q4 October S
M
T
W
T 1
F
S
2
3
9
10
2nd Brite training for EB Comms
4
5
6
7
Producer spotlight campaign
TSCRA benefits book
8
1st Brite training for Digital Team
What’s Brewing webinar and email Private Equity launch discussion 11
12
13
HR Southwest Conference
HR Southwest Conference
2nd Brite training for Digital Team
14
15
16
17
23
24
30
31
White paper: CAR-T (EB) Brite Introduciton: Service Teams
Brite Introduciton: Service Teams HR Southwest Conference 18
19
20
21
1st Brite Benefits Training (Self-Service)
22 2nd Brite Benefits Training (Self-Service) PBIRx Smarter Strategies Webinar
25
26
27
28
Align kit templates to Brite platform
AI in non profits white paper (BD) 3rd Brite Benefits Training (Self-Service)
29
Tiled real estate capabilities presentation is finalized
Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.
2026 CALENDAR Q4 November S 1
M 2
TSCRA Ind. OE starts
T 3
W
T
F
S
4
5
6
7
11
12
13
14
Producer spotlight campaign What’s Brewing webinar and email
9
10
Q4 - Quarterly BD Content Review implemented
White paper: Multi-pillar wellbeing programs for diverse workforces (EB)
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
8
Tiled placemat finalized
Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.
2026 CALENDAR Q4 December S
M
T
W
1
2
Begin planning for 2027
White paper: Multifamily
T
F
S
3
4
5
10
11
12
What’s Brewing webinar and email
6
7
8
9
Higg OE ends
13
14
15
16
17
18
Distribute EBC OE survey
19
Higg OE season ends
20
21
22
23
24
27
28
29
30
31
25
P&C Tiled presentation finalized
Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.
26
QUICK LOOK 2027 January
February
Review OE survey
2027 TASBO client reception and conference
Publish Q1 2027 newsletter
Individual practice area Tiled placemats finalized
TSCRA Ind. OE ends
March Finalize mobile versions of all Tiled presentations Training video: How to request a project Training video: How to use Asana
CAMS 2027
April
May
Publish Q2 2027 newsletter
June Mini CAMS
Begin HPS OE
Business Development (Internal and External)
Employee Benefits Communication (Internal and External)
Strategic Communications (Internal and External)
Business Development (External)
Employee Benefits Communication (External)
Strategic Communications (External)
Business Development (Internal)
Employee Benefits Communication (Internal)
Strategic Communications (Internal)
Lead with Value and Value Leads.