Your 2027 Self-Funded Industry Calendar Is Here
The 2027 Self-Funded Industry Calendar brings together the dates, deadlines, sales-cycle timing and marketing strategy that shape the year ahead.
Download the 2027 Calendar
Used by Thousands of self-funded industry professionals.
“The calendar stays on my desk because it gives me a clear view of where to focus and keeps me accountable. It prompts me to ask, ‘What have I done this week or month to market our company and my own expertise more intelligently?’”
One Calendar. A Much Better View of the Year.
The 2027 calendar brings the dates you need together with the context that helps you decide what to do before they arrive.
Industry
Major self-funded, benefits, broker, TPA, PBM, payer and healthcare conferences, with audience and strategic-fit guidance
Compliance
Confirmed 2027 plan requirements, reporting deadlines, notices and developing issues to keep on the radar
Sales
Month-by-month guidance for 1/1 and 7/1 effective-date cycles, including when education, evaluation, decisions and implementation typically intensify
Marketing
Monthly strategy built around real B2B healthcare challenges, from positioning and conference ROI to CRM, web, sales enablement and attribution
Tools
Practical exercises, decision frameworks, prompts and planning tools your team can actually use
Planning
A 12-month view of how conferences, renewal timing, compliance, campaigns, sales priorities and internal deadlines intersect
Built for TPAs, PBMs, stop-loss, benefits technology, health plans, brokers, point solutions and the teams marketing and selling across the self-funded ecosystem.
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Make the Calendar Earn Its Desk Space
Use it as a working planning tool, not something you check once a month. Then:
Mark the dates with actual business attached to them. Conferences, renewals, launches, compliance deadlines and sales priorities.- Work backward. Decide what buyers need to understand, what sales needs in hand and when the work needs to begin.
- Connect the moving pieces. Let content, campaigns, events, search, outreach and sales enablement build on the same priorities.
- Look 90 days ahead. Catch what’s coming before it turns into a fire drill.
Testimonial
"This calendar never leaves my desk, it’s that valuable. The insights and reminders from Ocozzio help us stay sharp and make smarter marketing moves all year long."
Download The Calendar
Get your free copy of the 2027 Self-Funded Industry Calendar now and start planning smarter.
Built by People Who Know the Year You’re Planning For
Ocozzio is a specialized B2B marketing agency for healthcare, insurance, employee benefits and the companies that serve them.
We understand the long sales cycles, broker relationships, conferences, renewal timing, complex buying committees and industry nuances that shape growth in this industry because we’ve been working inside it for more than 25 years.
That experience informs how we approach strategy, brand, creative, digital, content, CRM, web, demand generation and sales enablement.
Meet Our Team