Build your own cases

Reduce your enrollment setup cost by becoming a trained case builder.

Case setup

Manage your own case from the beginning

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    Build benefits

    Eliminate the setup cost of benefits by building them yourself. Build benefits for online, offline, and self-enrollment with a comprehensive online toolkit.

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    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.

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    Build exports

    Create payroll exports, custom exports, and carrier specific 834 exports. Building these yourself can save time and money during the case setup.

Case deployment

Control your case deployment from start to finish

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    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.

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    Update cases

    Independently update your case file during enrollment with time critical items.

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    Controlled access

    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.

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When is training scheduled?

We have scheduled four trainings between March and August 2019.
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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.
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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.
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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

Training Agenda

Day 1

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)

Day 2

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)

Day 3

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.

Super 8 by Wyndham Portland/Westbrook Area
208 Larrabee Rd, Westbrook, ME 04092
Motel 6 Portland ME
1 Riverside St, Portland, ME 04103
Inn at Portland
1150 Brighton Ave, Portland, ME 04102
Ramada Plaza Portland
155 Riverside St, Portland, ME 04103
Hilton Garden Inn Portland Airport
145 Jetport Blvd, Portland, ME 04102
Fireside Inn & Suite Portland
81 Riverside St, Portland, ME 04103
Residence Inn Portland Downtown/Waterfront
145 Fore Street, Portland, ME 04101
Hilton Garden Inn Portland Downtown Waterfront
65 Commercial Street, Portland, ME 04101
Portland Regency Hotel
20 Milk Street, Portland, ME 04101
800-727-3436 or 207-775-2150
Portland Harbor Hotel
468 Fore Street, Portland, ME 04101
888-798-9090 or 207-775-9990
Holiday Inn By The Bay
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

Six free training courses are scheduled in 2020. Reserve your spot today!

  • Session 3: June 24th-26th
  • Session 4: August 19th-21st
  • Session 5: September 23rd-25th
  • Session 6: October 21st-23rd