- Password protection is your choice. Send a workbook we can open right away, or add a password and share it with us separately.
- No re-typing. Upload the spreadsheet you already have. We match the columns and you confirm them.
- Every line in one pass. Medical, dental, vision, life, disability and voluntary benefits.
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Entries are not saved automatically. Keep this page open until you submit or download your copy.
Your company
Who we’re quoting, and when coverage should start.
Current medical plans
Offer more than one medical plan today? List them here, then pick each employee’s plan in step 2.
Your employees
List everyone eligible for coverage, including anyone who plans to waive it.
No spreadsheet yet? Download our census template, fill it in, and upload it here.
One row per person. Use + Spouse and + Child to add family members under their employee. Type dates as MM/DD/YYYY. Enter moves down a row.
No employees yet.
Review
We check for missing or unusual entries as you go.
Send your census
Your company name, contact name, email and phone are included in the notification so we can reach you.
No password is required. Anyone with access to the delivered workbook can open it. Add password protection if you want an additional lock on the file.
At least 12 characters. A few words are easiest to read over the phone. We never see this password unless you give it to us.
We use this information only to prepare your quotes. We do not sell it. Sending a census does not create coverage or bind any policy.
Your census is on its way.
We’ll follow up using the contact details you provided. Questions? Call 206.556.2993.
About the census
Why do you need a census for a quote?
Small-group health plans are priced person by person, mainly on each person’s age and where the employee lives. The census gives carriers exactly that, so the quotes you get are real rates rather than estimates.
How is my employees’ information protected?
The form sends your workbook over HTTPS. Password protection is optional: choose it to encrypt the workbook in your browser with AES-256 and share the password with us separately. Without a password, anyone who has access to the delivered workbook or its file link can open it.
The form does not save a draft in your browser. Refreshing or leaving this page loses unsent entries. Company name, contact name, email and phone are included separately in our notification so we can reach you. Employee records and notes stay in the workbook. If you choose a password, it is not uploaded and cannot be recovered by us. We use the information only to prepare your quotes, and we do not sell it.
Do I list employees who don’t want coverage?
Yes. List every eligible employee and choose a Waiving option for anyone declining. Carriers look at participation, and employees who have coverage elsewhere generally don’t count against you.
My spreadsheet looks different from your template. Will it work?
Upload it anyway. Most payroll exports and census files work: we match your columns automatically and you can change any match before importing. You can also download our Excel template and fill that in.
What about our current plan documents?
Email your current renewal or plan summary to info@benefit-experts.com, or have it handy for our first call. It lets us compare your options like for like.
Is there a cost?
No. Insurance carriers pay brokers through commissions already built into the premium, so quotes, plan reviews and enrollment help cost your company nothing.