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Insurance
Group Census Management

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Group Census Management

A Group Census is a central concept in group insurance. It represents a snapshot of all eligible members of a group (such as employees of an employer) and their dependents. Insurance carriers use census data at every stage of the group benefits lifecycle, including 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

What a group census contains

  • Group information – The account the census is linked to, effective date, and census type (quote vs. enrollment).
  • Member details – Employee or member personal information. For example, date of birth, gender, smoker status, and dependents.
  • Summaries – Aggregate statistics such as total members, dependents, or members by class that aligns with quotes and contracts.
  • Create a Group Class
    Group classes are groups of members who all receive similar benefits. Examples of group classes include Executives, Managers, and Directors.
  • Create a Group Census
    Create a group census to capture member and dependent information for quoting, rating, and enrollment.
  • Add the Insurance Group Census Lightning Web Component
    The Insurance Group Census Lightning web component gives users a straightforward way to incorporate census data into group census. After a Salesforce admin configures the component and incorporates it into workflows, insurance carrier administrators and brokers upload census data and fix data exceptions.
  • Understand the Census Management Bulk Upload Flow
    Understand the default configuration of Process Group Census Member Data flow and customize it according to your business requirement.
  • Upload Group Census Data
    Use a csv file to upload census information such as group members and dependents into a group census.
  • Manage Group Census Data
    Browse and update information about group members, dependents, and plan selections. The fields you see when adding or editing a member or dependent are based on the default page layout of the Group Census Member object.
 
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