Your yearly insurance-paperwork calendar — windows, deadlines, documents, and call notes. Education and admin help, never advice.
It's January — time for your yearly recap.
Open the Recap tab, print the "what changed" summary, and review it with a cup of coffee. Then mark it reviewed.
2026
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Filled months are when a window is open. The outlined column is the current month. Dates are the common federal windows — state and employer dates can differ, so always confirm.
Document grab lists
Before each window opens, gather what you'll need. Check items off as they go in your folder. Everything stays on this device.
Log a call
Notes
Record a change
New plan, new premium, new doctor, dropped coverage — log it when it happens so January-you has the full story.