Group Census Reports

Overview

Open Enrollment is a busy time of the year, especially for agencies processing group renewals. Census data for group employees is often a must-have for quoting. This article will cover reporting features that you can use to find and export the data you need for group renewals.

IN THIS ARTICLE

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Standard Reports

Standard Reports has a preconfigured group census report that you can use to generate lists of group enrollment data.

If you want to build your own employee or enrollment census reports, check out the Custom Reporting section in this article to get started.

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Group enrollment census

Use this report to download lists of your group clients, their policies, and enrollment and election data. With this report, you can see the status of group employees and view their enrollments.

You can set report criteria to specify the kinds of data you want to pull into the report and help you narrow down the results. For example, the report will pull census data on all groups in your book of business by default, but you can specify a group so your report only shows data for that particular group.

Note: The standard Group Enrollment Census report only pulls data on group business. You can report on election data for your individual business with Custom Reporting.

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Custom Reporting

Want to dig deeper into your group enrollment and election data? Create your own census reports with Custom Reporting. Save and share with others at your agency to reuse them every year during renewals.

If you want a quick, simple report of your group enrollment data, see the Standard Reports section in this article for more details.

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Group employee census

In Custom Reporting, you can build employee census reports to collect the data you need for quoting.

To get started:

Select report type

We recommend using the ‘Groups’ report type, so your results will include every group record that meets your filters and columns.

Add filters

Here are examples of filters that you might add to help you dig into your data and find records that fit your custom criteria.

• Group Details > Group Info > Group Name - This filter may be useful if you only want to see census data for a specific group.
• Related Options > Individual Details > Employment Info > Employment Classification - This filter may be useful if you only want to see data on a group’s full-time employees.
• Related Options > Individual Details > Employment Info > Employment Status - This filter may be useful if you only want to see data on a group’s current employees.

Add columns

Here are examples of fieldsets that you may find helpful for adding columns to your custom report. These may vary depending on the type of report you want to run.

• Group Details > Group Info - Group ID, group name, employee count, and etc.
• Group Details > Client Info - Group type and status, and servicing agents.
• Related Options > Individual Details > Employment Info - Employment status, salary, and hire date for group employees.
• Related Options > Individual Details - Age, DOB, smoker status, and relations/dependents and other census data for group employees.

When you’re satisfied with the results, remember to save your custom report. Once saved, you can run it again and again on a regular basis and share across your agency.

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Group enrollment census

With Custom Reporting, you can access the same data as the standard report but you’ll have more flexibility with the columns and filters.

To get started:

Select the report type

We recommend using the ‘Groups’ report type, so your results will include every group record that meets your filters and columns.

Add filters

Here are examples of filters that you might add to help you dig into your data and find records that fit your custom criteria.

• Related Options > Individual Details > Employment Info > Employment Classification - This filter may be useful if you only want to see data on a group’s current employees.
• Related Options > Policy Details > Group Policy > Enrollments > Enrollment Status - This filter may be useful if you want to get a sense for who is enrolled in the group policy this year to predict who might be enrolled in next year’s group policy.
• Related Options > Policy Details > Policy Info > Coverage Type - This filter may be useful if you’re looking for groups with policies of a specific coverage type.

Add columns

Here are examples of fieldsets that you may find helpful for adding columns to your custom report. These may vary depending on the type of report you want to run.

• Group Details > Group Info - Group ID, group name, employee count, and etc.
• Group Details > Client Info - Group type and status, and servicing agents.
• Related Options > Policy Details - Policy and enrollment information for group employees that have enrolled in group policies.
• Related Options > Policy Details > Group Policy > Enrollee Employment Info - Employment information for group employees that have enrollments with group policies.
• Related Options > Policy Details > Group Policy > Covered Members - Census data on the covered members of enrolled group employees.

When you’re satisfied with the results, remember to save your custom report. Once saved, you can run it again and again on a regular basis and share across your agency.