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2014 Census Template Now Available

Aug 12, 2013


New Census Template
Required for 2014 Effective Dates 
 

We are pleased to announce that the 2014 census template is now available in bpQuote. Beginning January 1, 2014, the Affordable Care Act requires Small Group rates to be community based which will require dates of birth and zip codes for employees and all of their dependents, hence the new census template.
 
Even though the new census data is only required for 2014 effective dates going forward, it may take some time to collect this information from your clients. We encourage you to begin collecting the new requirements as soon as possible. The new data will be especially important if your client is considering an early renewal option and may want to compare 2013 book rates to 2014 community rates.
 
Once you have the new dependent information, you may go ahead and load the data into bpQuote by updating an existing quote or starting a new one. Steps for both are provided below.  

 

Update an Existing Quote:

  1. Change the effective date from 2013 to 2014.
  2. Update the existing census with the necessary employee and dependent information or upload the new populated census template.
  3. Wait until 2014 rates are available or revert the effective date back to 2013 to run current rates (dependent information will not be lost).  

Start a New Quote:

  1. Enter a 2014 effective date.
  2. Add the necessary employee and dependent information on the census form or upload the new populated census template.
  3. Wait until 2014 rates are available or revert the effective date back to 2013 to run current rates (dependent information will not be lost). 

How do I download the new census?

Click here or you can download it the next time you use bpQuote. However, you will only be able to access the new template if you are generating a proposal for a 2014 effective date. Whenever you enter a new quote with a 2014 effective date or change an existing quote to a 2014 effective date, the new census page will be available or you may download the new census template.

 

How do I populate the new census template?

You may always contact your Group Sales Representative or your dedicated Small Group Specialist for assistance. We have also created a video to illustrate how easy the new template is to use.

 

Can I generate a 2014 proposal?

Not yet. We will notify you once January 2014 rates become available in bpQuote.

 

Quoting Resources


Please contact your b&p Group Sales Representative  to review the new 2014 Census Template - 888.722.3373.
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