Submission of Group Census

This guide details how to create a group census using the Data Hub dashboard.

Initiating the Process

1. Start RFP: From the dashboard, navigate to the upper right corner and select the yellow "Start RFP" button.

2. Selection: Choose "Group" from the drop-down menu.

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4. Census vs. PHQ:

   • Census: Select this if you are uploading your own data, including general group information and specific employee details.

   • PHQ: Select this to input broad group information; the system will then generate a link for employees to complete their own health applications.

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Using the Census Workflow and SmartExtractor™

• Data Entry: After selecting "Census," you can either enter data manually or use the "SmartExtractor™" to upload a file.

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• SmartExtractor™ Setup:

  • Assign an agent to the group.

  • Browse and upload your file.

  • Nominate spreadsheet tabs for group information and census details.

  • Use the "Download Template" button if you need instructions on required fields or formatting.

• Click "Next" to allow the system to extract the data. The system will display successfully extracted data or provide error messages if required fields (e.g., name, address) are missing.

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Finalizing Group Details

• Portfolio: Select the desired lines of coverage (Dental, or Vision).

• User Fields: Optionally add an underwriter to be notified of group updates.

• Coverage History: Indicate whether the group has existing coverage and select the current carrier if applicable.

Application and Management

• Health Application Link: Clicking "Save" generates a Health Application Link, which is copied to your clipboard.

• Employee Process: Brokers send this link to employees, who use it to register and complete their group health applications.

• Monitoring: As employees complete their applications, their information populates the census info screen. Once finished, you can navigate to the "Workbench" to process risk factors and finalize the group.