Upload the census in any spreadsheet format. It is read in your browser only —
the file itself is never uploaded. Only the cleaned, mapped rows below are stored.
SS# columns are excluded automatically: Social Security numbers are collected at enrollment, not for quoting.
Column Mapping
Confirm which census column feeds each field. Unmapped columns are ignored.
Census Column
Maps To
Preview (first 10 normalized rows)
Carrier Census Template
Download the mapped census in a carrier's own template. Angle will not process a quote
without theirs, and Aetna wants its template or an audited non-standard file.
Group details from the previous step are filled in automatically. SS# is never included.
Review & Submit
Only the normalized census (no SS#) will be stored. The original file is discarded.
Submitting creates the Pipedrive deal and notifies Group Sales — carrier submissions are prepared and reviewed by Group Sales before anything is sent.
RFP
Supporting Documents
Upload this group's rate sheets, SBCs, claims experience, etc. once — tag each one's type and it'll be matched to whichever carriers below need that type.
Pick the carriers for this group. Requirements shown are a checklist from each carrier's SOP — eligibility stays your call.
Census Template Tool
Convert a Census
Upload a census in any spreadsheet format and download it converted to a template.
Everything happens in your browser only — the file is never uploaded or stored anywhere.
SS# columns are excluded automatically.
Column Mapping
Confirm which census column feeds each field. Unmapped columns are ignored.