The Challenge
Disconnected Processes & Manual Work
Collected census data shouldn't be a project in itself. However, for most brokers, it is. You're forced to chase down spreadsheets, navigate inconsistent formats, and request sensitive employee info via email. All of which is time-consuming and incredibly manual.
And, if you're quoting level-funded plans? That means collecting medical history, too, through clunky paper forms or unsecured PDFs that increase compliance risk and delay underwriting.
Common roadblocks for streamlined workflows include:
- Lack of a standard process across carriers and groups
- Difficulty collecting complete data from new prospects
- Manual follow-ups with HR or individual employees
- Inefficient or redundant data entry later in the quoting or enrollment process
- Paper-based MHQs that require back-and-forth and increase processing time
Feature Spotlight
Explore the Tools That Power This Step
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Load Employee Info — Your Way
Start with just one contact or upload a full census using our pre-formatted template. Flexible data entry options give you speed and control at every stage.
- Great for prospecting or onboarding new groups
- Prepares you for smoother MHQ collection and enrollment
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Eliminate Double Entry with AMS+
If you're using AMS+, Quote+ can pull in your existing client records — saving time and ensuring data consistency across your book of business.
Learn More about AMS+
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Simplify Underwriting with Smart MHQs
Quote+'s digital MHQ is built specifically to expedite carrier underwriting, whether the carrier requires full MHQ responses or GRx-based census data.
- Automated reminders & progress tracking
- Pre-populated answers & fewer errors
Learn More about MHQs
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Choose the method that fits your quoting needs best. Regardless of entry, all employee data is stored in the same secure system that powers the rest of the Quote+ workflow.
The Old Way vs. Quote+ Way
| Challenge |
How Quote+ Solves It |
| No standard format for census data |
Built-in, reusable census template ensure consistency and seamlessly connects with the following stages of the process, including MHQs, quoting, and enrollment. |
| Too much or too little data from prospects |
Supports both light census collection (no SSNs needed for prospecting) and full census import (for renewals), with a downloadable import template. |
| Manual entry or back-and-forth |
Enter employees manually, import in bulk, or allow employees to complete and share sensitive medical info directly via the built-in MHQ portal. |
| Chasing employees for missing information |
Built-in email templates and suggested outreach based on completion status make it easier for brokers and HR managers to follow up and stay on track. |
| Double entry between systems |
AMS+ sync lets you pull census data directly into Quote+, eliminating redundant work. |
Get Started Faster
See how Quote+ helps you collect, track, and use employee data without the manual work.
Request a Demo
FAQs
Common Questions About Employee Data Collection
Gather Employee Data FAQs
You've got questions. We've got answers.
Reach out today to get more of your small group benefits or Quote+ questions answered.