Group Size Report

Get insights into the group sizes within your firm's PerfectQuote environment by going to "Reports" in the left hand menu, then selecting "Group Size". Then, tap "Email Report", which will send the report to the email associated with your login.

The report will display the following metrics:

• Account #
• Group Name
• Benefit Eligible Employees (on profile tab)
• # EEs (on existing census if available) across multiple years