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Feature

Census Management

Import, validate, and manage employee census data with automatic formatting and carrier-ready exports.

Census Management feature demonstration

Why Census Management?

Smart Census Import

Import census data from any format—Excel, CSV, or PDF. BART normalizes it automatically.

Data Validation

Catch errors before they cause quoting issues: missing DOBs, invalid zips, duplicate entries.

Carrier-Ready Export

Export census in each carrier's preferred format—no manual reformatting required.

Age Band Analysis

Instantly see employee distribution across age bands for accurate rate calculations.

Dependent Tracking

Track dependents separately with proper tier assignments for family coverage modeling.

Historical Snapshots

Keep census snapshots for each renewal period to track workforce changes over time.

Supported Census Formats

📊Excel (.xlsx)
📄CSV Files
📑PDF Exports
🔗HRIS Integrations

Common Validation Checks

  • Date of birth format
  • ZIP code validation
  • Gender field standardization
  • Duplicate detection
  • Coverage tier verification
  • Dependent relationship codes

Ready to Try This Feature?

Start your free proposal today and see the difference.

✓ No credit card required  •  ✓ Free during beta  •  ✓ Cancel anytime