BenefiBenefit Administrators

Option two · download and upload

Take the workbook away.

An Excel workbook with the dropdowns and the date checks already built in. Fill it in on your own machine, at your own pace, and send it back when it is done. Nothing is transmitted while you are working on it.

Small group and happy to type? Enter it online instead, or compare the two options.

1. Get the workbook

One sheet to fill in and one sheet explaining how. Relationship, gender and coverage status are dropdowns; dates of birth are checked as you type; the ZIP column keeps its leading zero. The counts at the bottom add themselves up, so you can see whether the file matches the headcount in your head before you send it.

Download the census workbook

Excel, 15 KB. Downloading it transmits nothing at all — it is a blank template. Opens in Excel, Numbers, LibreOffice or Google Sheets.

2. Send it back

Four boxes and the file. It travels over an encrypted connection into Benefi’s own account and reaches info@benefiba.com — the same place a census entered online lands.

Who is sending it

Where the proposal goes back to.

The file

Excel or CSV, one file. Your own spreadsheet is fine too, as long as it carries date of birth, gender, home ZIP and relationship to the employee for every person.

Please don’t include names, Social Security numbers, member IDs or anything about anyone’s health in the file. We do not need them and do not want them.

What not to put in it

No names, no Social Security numbers, no member IDs, no salary, and nothing about anyone’s health. The workbook identifies employees by number, and that is all a carrier needs to rate the group. If your own spreadsheet carries names, delete the column before you send it.

What happens to the file

It lands in Benefi’s own account and is emailed to info@benefiba.com. We read it, come back to you with anything that looks off, and take it to market. Expect an answer within one business day.

It goes to carriers for underwriting and nowhere else. It is deleted at the end of the quoting cycle, and within twelve months if you do not become a client — sooner on request, no reason required. See the privacy policy.

Cannot upload from your network?

Some IT policies block file uploads to sites they have not whitelisted. Email the workbook to info@benefiba.com, or call (920) 243-4006 and we will arrange another way.

Using your own spreadsheet?

That is fine. It needs a row per person carrying date of birth, gender, home ZIP and relationship to the employee, with dependents tied to their employee somehow — a shared number, or simply listed underneath. If it is missing something we will ask.

Not ready for either?

Ask for a consultation instead. Twenty minutes about what you have now and whether anything better exists for a group your size. Nothing to prepare, no employee data at all.