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Create a Group Census
Create a group census to capture member and dependent information for quoting, rating, and enrollment.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions of Digital Insurance with Digital Insurance Product Admin Add On, Digital Insurance Group Benefits AddOn, Digital Insurance Group Enrollment AddOn,Digital Insurance Group Benefits Customer Community AddOn, and Digital Insurance Group Benefits Partner Community AddOn licenses |
| User Permissions Needed | |
|---|---|
| To create a group census | Digital Insurance Group Census Quote Contract Management, Digital Insurance Group Census Quote Contract Management Partner Community |
To use group classes in a group census, ensure that both the group census and the group classes are associated with the same account.
- From the App Launcher, find and select Group Census.
- Click New.
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Enter these details.
- Specify a census name.
- Select a group account associated with this census.
- Choose the census type:
- Quote – Use this census during the quoting process to estimate premiums and configure products.
- Enrollment – Use this census during enrollment after a contract is created to capture primary and dependent members, and their respective plans and coverages.
- Select an effective date when the census takes effect.
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Save your changes.
The Member Summary fields populate automatically after you upload census data.
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