Insurance Benefits Plan Enrollments & Elections

Manage employer group, employee, and dependent data in one location for streamlined processes. 

Securely manage and use employee census data with Quote+.

Manage employers and their employees, dependents, and relations in one central location to create a comprehensive employee census that can be used within the quoting and proposal processes. Manage the data and map it to carrier forms to save time and resources in the quoting process. Securely store the data and map it to carrier forms with HIPAA-compliant software.

Managing Employer Group Data

Screen from Quote+ showing employer information

The employer profile allows you to manage basic demographic information, contact information, and current coverages for the group. The critical fields you can track include:

  • Employer Name
  • Employer ID
  • Tax ID
  • Pay Period
  • Number of Employees

Fill in the contact information to know who is best to contact at the group to ensure a streamlined process. Lastly, manage the current coverages to compare against new quotes and prices. Add as many lines as necessary to get a comprehensive view of what the group currently has. The current coverage area allows you to track:

  • Coverage Lines
  • Carriers
  • Plan Name
  • If they have an HSA
  • Costs for individual, family deductible, and the total monthly cost

Gathering Employee & Dependent Demographics

Screen from Quote+ showing how you can add employee and dependent information

Update data easily in Quote+ to ensure you have accurate information for your employer groups, their employees, and the dependents and relations of those employees. Quickly add top-level information like:

  • Name
  • Sex
  • Date of Birth
  • Smoker Status
  • State, Zip, and County
  • Work Zip
  • Email
  • Social Security Number
  • Benefit Status
  • Hire Date
  • Phone Number
  • Salary

Use the secure Quote+ medical health questionnaire tool to gather more specific data for medically underwritten quotes. 

Manage the employee census and securely map the data you gather to carrier forms to complete the enrollment process. After plans are in place, you can store that data from year to year to simplify future renewals.