Client Census & Group Health Intake System
Complete the employer details, employee census, and dependent information for quoting.
How to Complete This Form
1. Complete the Employer Info section first with the group's basic company and renewal information.
2. Enter one employee per row on the Employee Census section.
3. List each dependent on the Dependents section. Select the Employee Name from the dropdown so counts tie out automatically.
4. If two employees have the same name, add a middle initial so each employee name remains unique.
5. Review the Summary section before submitting. Any census mismatch will be flagged for review.
Prefer to complete this offline?
If you can't fill out the entire form in one sitting, you can download our offline Excel census template. Once completed at your convenience, please email the finished file directly to info@visionpoint.financial.