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“No Changes” Checkbox for Annual Plan Questionnaire

Suggestion:
Add a checkbox option to the Annual Plan Questionnaire screen that reads:

✅ "All information remains the same as last year."

Once checked, this would auto-fill or skip sections that haven't changed, allowing users to confirm accuracy without re-entering redundant data.

Rationale:
Many plan sponsors renew with little or no change year over year. Currently, they're required to manually re-review or re-enter all fields, which adds unnecessary friction. A "No Changes" option would:

  • Speed up the annual questionnaire process

  • Reduce data entry errors

  • Improve user satisfaction

  • Allow the TPAs to prioritize reviews where changes actually occurred

1 comment

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Comments1

  • McKenzie Glandorf

    This is a great time-saving idea for the plan sponsors! Or even a prepopulated questionnaire based on the data provided for the previous plan year to assist in making the process less manual year-over-year.