Census-to-Quote Template Converter
Revolutionize your benefits and sales operations with the Census-to-Quote Template Converter. This tool transforms messy employee census files into accurate, quote-ready submissions in minutes, eliminating manual cleanup and accelerating turnaround times across all benefit lines.
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What does it mean for you?
Benefits and sales teams convert messy intake files into accurate, quote-ready submissions in minutes, cutting manual cleanup, reducing avoidable back-and-forth, and speeding quote turnaround across health, dental, vision, life, disability, and ancillary lines.
How it works?
Accepts employee census files—spreadsheets listing employees, dependents, locations, and current benefits—from brokers, HR teams, and carriers in any format, merges employee and dependent records, deduplicates people across files, standardizes columns and status codes, applies carrier- and vendor-specific rules, and outputs clean data into the exact quote templates required by benefits carriers, TPAs, and marketplaces, while logging every step with role-based access controls.
Overview
Sales Enablement
by cassidy
Implement it inside your company
Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
A dedicated team to drive adoption and results
Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.
We enable your teams - no IT required
We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.
