WEBINAR - Introducing Client Ready Census
The new online census tool, Client Ready Census, has been released to brokers. This webinar will give an overview of this new tool so you are prepared to answer questions your brokers may have.
Client Ready Census is an online tool that will help brokers collect census data in an easier, more time-efficient manner. Brokers can send notifications to their clients, who in-turn, can ask their employees to complete demographic data in three easy steps.
Once the client completes the census and submits it to their broker, it is automatically added to CRQS.
This new tool is designed to assist our brokers during this busy selling season so they can provide accurate proposals more quickly and expedite the plan selection process.