Manage your own case from the beginning
Eliminate the setup cost of benefits by building them yourself. Build benefits for online, offline, and self-enrollment with a comprehensive online toolkit.
Import census with field mapping
Importing a .csv or .xls census file. Specify which fields to map to your column headers to speed up the import.
Create payroll exports, custom exports, and carrier specific 834 exports. Building these yourself can save time and money during the case setup.
Control your case deployment from start to finish
Control enrollment window
Pick the right time to set your open enrollment window, or create custom enrollment windows for specific groups or individuals based on rules you determine.
Independently update your case file during enrollment with time critical items.
Create multiple accounts with specific privileges for brokers, enrollment managers, and enrollers, so everyone has access to the tools and resources they need while maintaining data privacy and integrity.
Become a case builder
Get hands-on training with Common Census case building tools from our expert staff.
When you become a case builder, you eliminate benefit set up costs and reduce or eliminate your EDI cost, saving your company thousands. Plus, you now have greater control of the timeline of your case and can build whenever it best fits your schedule.
When is training scheduled?
We have scheduled five trainings between March and July 2017.
Where is the training?
The training is hosted at our home office on the first floor of the historic Dana Warp Mill in Westbrook, ME.
How much does training cost?
The training is free and available on a first come basis to current clients who have successfully completed at least one case with Common Census. Lunch is provided daily. Attendees are responsible for their own transportation and lodging costs, as well as their other meals.
View Portland area hotels
What should I bring or wear?
Common Census is a business casual environment. Our office can be warm in the summer months, so please dress accordingly. All training materials including laptops will be provided. Coffee, water, and lunch will be provided every day.
Who should attend?
We recommend that technical staff who will be responsible for the case building come for training.
All attendees should have general knowledge of the insurance industry, computers running Windows operating system, and Common Census technologies.
As a requirement, attendees must have successfully completed at least one case using Common Census software, such as ND Enroller or Common Benefits.
What is taught at training?
This three day course covers case building from end to end including setup, benefit building, importing coverage and census, building exports, managing enrollment sessions, testing cases, and administering cases.
View the sample agenda
- Introduction to Common Census
- Demonstration of a completed training case
- Company setup
- Data collection
- Creating a new company
- Users and privileges
- Employee defaults
- Creating custom fields
- Company structure
- Importing census data
- Employee census imports
- Dependent census imports
- Building benefits
- Medical (forms overview)
- Building benefits
- Basic life
- Voluntary life
- Importing existing coverage
- Building existing coverage benefits
- Reviewing import requirements
- Existing coverage imports
- Benefit history
- Case enrollment
- Online setup & enrollment
- Online self-service setup & enrollment
- Offline enrollment (overview & demonstration)
- Standard exports
- 834 exports
- Other custom exports (overview)
- Platform review
- Conducting sales presentations
Where to stay
Historic downtown Portland is just 15 minutes from our office and 10 minutes from the Portland Jetport.
145 Fore Street, Portland, ME 04101
65 Commercial Street, Portland, ME 04101
20 Milk Street, Portland, ME 04101
800-727-3436 or 207-775-2150
468 Fore Street, Portland, ME 04101
888-798-9090 or 207-775-9990
88 Spring Street, Portland, ME 04101
800-345-5050 or 207-775-2311
Where to find us
Our office is located on the ground floor of the Dana Warp Mill. Door 2A is at the end of the boardwalk, near the center of the building.
Parking is available on the street in front of the building or in the lot to the north west of the building.
Tel: (207) 854-5454
Become a trained case builder in 3 days
Upcoming 2017 training dates:
March 8 – 10 – Full
April 5 – 7 – Full
May 3 – 5 – Full
June 7 – 9 Only 5 spots left
July 12 – 14