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Call or visit us today.

(800) 801-2300

www.warnerpacific.com

CA Insurance License No. 0764260 | CO Insurance License No. 351162

Using PRO Census Online at WarnerPacific.com

Call or visit us today

800•801•2300


Table of Contents

About PRO Census ................................................................................................................ 1

PRO Census Workflow .......................................................................................................... 2

Where do I Start? .................................................................................................................. 2

Locate your group ......................................................................................................................................... 2

Click on your group’s link or create a new group ......................................................................................... 3

Click the PRO Census button ........................................................................................................................ 3

Copy the links you will email to your client .................................................................................................. 4

Optional: Select Survey Questions to include in your census gathering. ..................................................... 5

Optional: Create a Provider Search link for your group and paste it into PRO Census. ............................... 6

Email links to your client ............................................................................................................................... 6

Employees enter their data ................................................................................................... 7

Employee clicks the link emailed by their employer .................................................................................... 7

They are taken to a secure site ..................................................................................................................... 8

Click to proceed ............................................................................................................................................ 8

Enter their information ................................................................................................................................. 9

Click to Submit ............................................................................................................................................ 10

Click to add their doctor and/or hospital to Provider Search .................................................................... 11

Optional to create their own login and password ...................................................................................... 12

Your Group Administrator Can Monitor Progress ............................................................... 13

Welcome Page ............................................................................................................................................ 13

Monitor status ............................................................................................................................................ 14


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Retrieve employee link ............................................................................................................................... 15

Excel List ...................................................................................................................................................... 16

How you can View and Edit ................................................................................................. 17

Go to your group ......................................................................................................................................... 17

Go to Pro Census ......................................................................................................................................... 17

Update Employee Data: .............................................................................................................................. 18

Update Dependents: ................................................................................................................................... 18

Add Employees: .......................................................................................................................................... 19

Delete employees: ...................................................................................................................................... 19

Save and Quote. .......................................................................................................................................... 19

Using the Excel Census Template ........................................................................................ 20

Click to Use the Excel Template during the Census Data step of quoting. ................................................ 20

Fill in the Excel file and Save for Import. .................................................................................................... 21

First, you may need to download the Template. ....................................................................................... 21

Using PRO Census in your quote ......................................................................................... 24

Using the Census Worksheet ...................................................................................................................... 26

You’re ready to finish your proposal and meet with your client! .............................................................. 27

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About PRO Census

Are you an insurance broker who sells group medical policies? If so, PRO Census by Warner Pacific is going to change your life. PRO Census is the most powerful, easy to use, and efficient tool for collecting census data and generating quotes that has ever been invented. PRO Census provides you a link to send to your group. Your group can, in turn, forward a link to their employees who may privately and securely enter census information for themselves and their dependents. By simply clicking a button, the employer notifies you that all the data has been entered. Then you, with nothing more than a few clicks of your mouse, run a quote with your up-to-date census. It literally takes seconds. Usually, when something sounds way too good to be true, it’s because it is way too good to be true. In this case, however, we may even be underselling it. Just take a look through this illustrated guide of PRO Census and see for yourself how your life is going to become much easier.

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PRO Census Workflow

Email your group’s unique links to your group administrator and when the census is complete, run your quote.

Where do I Start?

A census is tied to a group. Use these simple steps to gather your group’s census.

Locate your group

The first step is to ensure your group is listed in Your Accounts at http://www.warnerpacific.com. Log in and click on PRO Quote Accounts.

• Generate links for your group

• Email the links to your group administrator

Send Links

• Administrator emails links to employees

• Employees enter their data, including dependents

Census Entered • Monitor Census

count

• Run your group's quote with the completed census

Run Proposal

http://www.warnerpacific.com/

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Click on your group’s link or create a new group

Once you have your group’s record, you can use the PRO Census tool. Simply click on your group’s name.

Click the PRO Census button

Your group’s unique links will be generated. Each link is secure and is not shared with any other groups.

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Copy the links you will email to your client

Click on the Share PRO Census button and select the template you would like to use.

Click on the Copy button to copy and paste the Email template into your email. Update the template wording to customize your message and send the links to your group.

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The links are always available for you to copy – they aren’t a “one time only” deal!

Optional: Select Survey Questions to include in your census gathering.

These will give you give you the additional information to understand their current coverage and discuss other coverage possibilities in addition to Medical, Dental, Vision and Life. Simply check the questions you want to include and click the Save Survey button.

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Optional: Create a Provider Search link for your group and paste it into PRO Census.

Let your group’s employees add their providers to your Provider and Rx Search results! Use the Provider Check tab to paste your Provider Search Survey link. When you click the Save Link button, the search will be included with your Pro Census link.

Email links to your client

Add any personal message to your client, send your email and sit back while the census data automatically comes in to Pro Quote!

The employer will need to enter the group’s zip code for the password. Best practice suggests you send the password in a separate email than the link to add another layer of security.

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Employees enter their data

Your group administrator emails the Employee link to all employees. PRO Census will walk each person through entering their census information. The employer can monitor their progress using the PRO Census Administrator link.

Employee clicks the link emailed by their employer

Employees can use any device that has access to the internet. This includes tablets, phones, etc. If the employee does not have access to the internet, the employer can enter the information on behalf of the employee using the administrator’s link.

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They are taken to a secure site

When an employee clicks on the PRO Census link, they are taken to a friendly, secure site where they can enter their information with peace of mind that their privacy is respected.

Click to proceed

The employee can proceed as a guest, and will be given the opportunity to create a user name and password.

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Enter their information

Here they fill in a couple of fields and save their data. They can also indicate which lines of coverage they would like.

When an employee does not have Internet access, the group administer can enter the information on behalf of the employee.

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Click to Submit

As soon as they click Submit, the census is updated for you to use.

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Click to add their doctor and/or hospital to Provider Search

The employee can look up their providers using the link you provided.

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Optional to create their own login and password

After submitting their profile, the employee has the option to create a user name and password, allowing them to login at a later date to edit their information.

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Your Group Administrator Can Monitor Progress

Welcome Page

The first step is to log in with their password, which you will supply. It is the group zip code.

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Monitor status

The administrator has a complete list of all employees already entered. They also have the option to enter employees from here.

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Retrieve employee link

They can even copy the employee link if needed from here!

Your group’s Administrator can monitor progress as people enter their data and notify you when all employees have completed their data. Notice in this example records have been entered by

the Agent, Employer and Employee.

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Excel List

To help keep things moving along, there is an option to export a list to Excel

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How you can View and Edit

You can monitor your group’s progress at any time to know when they have finished or if you might need to do some follow up.

Go to your group

Go to your list of groups and click on your group’s link.

Go to Pro Census

On the PRO Census button you can see the number of employees in the census. Click on the button to look at the census details. You can make any necessary edits from this page, too.

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Update Employee Data:

If you have received a correction, simply edit in the Group Census.

Update Dependents:

You can update dependent information from here too.

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Add Employees:

Found out about an employee who’s not in the Group Cenus? No problem!

Delete employees:

Someone is no longer in the company or you have a duplicate? Check to Delete.

Save and Quote.

You can jump right into quoting from here! Simply click to Save and Quote.

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Using the Excel Census Template

PRO Census supports gathering your data from Excel, too. You can use the Excel template in addition to the links if that makes your life easier. Simply follow the steps below.

Click to Use the Excel Template during the Census Data step of quoting.

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Fill in the Excel file and Save for Import.

First, you may need to download the Template.

Fill in the Census information and Save your file where you can find it.

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Browse to find and upload your Excel file.

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Click to import add your Excel records to your Group Census.

You can also choose to replace your group’s current census.

Now all of your employees are part of your group’s census.

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Using PRO Census in your quote

You will see your group’s census on the CENSUS data step. If updates have been made to Pro Census you will be prompted to update the census.

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Click Save to bring your census up to date.

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Your quote will now include all of the employees!

Using the Census Worksheet

On the CENSUS Worksheet step you can select which employees or dependents you want to show. Excluding an employee or dependent from your quote does not change the Census data. All the employees and their dependents will stay in your group’s census, allowing you to include them in a different quoting scenario.

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You can indicate who is waiving coverage. These employees will be illustrated as Waiving on your proposal.

You’re ready to finish your proposal and meet with your client!

That’s all the steps you need to use PRO Census! Now you can continue with the quoting steps, select your plans and generate your proposal. See? We promise it’s every bit as easy as we, well, promised you it would be. We’d offer you a money back guarantee, but it’s already free!

Your Warner Pacific team is here to support you.

Call (800) 801-2300 if you have any questions.

sdfsdfsdf...title sdfsdfsdf author janinas created date 9/17/2019 12:34:10 pm

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