Census Normalization Year-Over-Year

Upon submitting a census (ex: for 9/1/24), if you have prior year (ex: 9/1/23) current plans (Medical), then you’ll see current plan premiums reflecting the 2024 census, within:

• Renewal Plans view
  • Current comparison plan premiums will be calculated using renewal plan census counts.
• Benefit Builder
  • Current Package plan premiums will be calculated using renewal plan census counts.

• Note: premiums for Sold Plans and resulting Current Plans will remain untouched.

This eliminates the need to update and resubmit your prior year census to reflect the upcoming year’s employee counts.

Current Comparison plan premiums will be calculated using renewal plan census counts

Benefit Builder Current Package plan premiums will be calculated using renewal plan census counts

Next Steps: 

To save time on your upcoming renewals, you must confirm your current inforce plans for the previous effective year. PerfectQuote recommends you take the following actions: 

Audit your groups - Watch a brief video here

• Navigate to BenefitBuilder in your Group
• For Medical, Dental & Vision options, click the “Show Detail” magnifying glass icon

• Within the option, tap the Select for Renewal button

• Go back to Benefit Builder
• At the bottom of the Selected Options card, tap the Renew Plans button.
• Then within theSold Plans view, tap the Confirm Plans button in the lower right corner to set your inforce plans.
• Make sure to do this for every group, to set yourself up for next year and to make sure that your year-over-year premium comparisons are accurate.