Overview
Brokers have the ability to populate a Carrier-specific census with the click of a button. Below is a list of our census exports (both generic and Carrier-specific).
See our census catalog for a complete list of available Carrier enrollment censuses.
IN THIS ARTICLE
How to generate a census
- Go to the Employers page.
- Find your client. Select the kebab menu, then choose Edit to access the Employer Hub.
- In the Employer Hub, select Census in the Employees section to access the Generate Census page.
Note: To access, the Employer must have enrollment unlocked. Enrollment can be unlocked on Step 3 of a Proposal when MHQ (Medical Health Questionnaire) is enabled or from the Employer Hub.
- On the Generate Census page, pick the census type and then choose the census.
- Select the Download Census button when you’re ready to export the data into a Microsoft Excel® file.
Census Types
There are four types of censuses:
- FormFire Census: FormFire Censuses pull demographic data from Employee accounts.
- Quote Census: Quote Censuses are Carrier-specific and will map the Employee information to the Carrier's specific needs.
- Enrollment Census: Enrollment Censuses are Carrier-specific and will map the Employee information to the Carrier's specific needs.
- Custom Census: You can create custom censuses for your records based on the demographic data pulled from the Employees' accounts.
See the carrier census catalog for a complete list of our available censuses.
Note: Are we missing a census? Please send a copy of the census to forms@formfire.com. Additional census requirements can be found here.
Custom Census
Follow the steps below to generate and download a Custom Census for an Employer:
- Select Custom Census as the census type.
- Select either the entire area (checkmark the Applicant Info box) or specific data (checkmark a box by a specific item) to add to the census.
- Select the Generate Custom Census button to generate the census.