Broker Resource Center

Census Resources & Secure Submission

Download the correct census template, use the matching employer outreach script, submit completed files with your Broker Name, or request a secure E-Census link for a prospective company.

Download center

Choose the census that fits the opportunity

Each spreadsheet is paired with a ready-to-use broker message. View the script first, personalize the placeholders, then send it with the corresponding spreadsheet.

Preliminary analysis

Preliminary Census

Use for an initial estimate with approximately 10–15 employees before requesting the complete workforce census.

Download spreadsheet ↓ View script ↗ Download script

View preliminary request script

Subject: Preliminary Census Request for (COMPANY) (COMPANY CONTACT), I hope this message finds you well. As discussed, to create a tailored, data-driven benefits solution for (COMPANY), please complete the attached Preliminary Short Census for approximately 10–15 employees. This allows our Payroll Specialist to prepare an initial savings analysis and estimate potential payroll tax savings and employee benefit opportunities without requiring a full employee census upfront. Once received, our Payroll Specialist will prepare a complimentary, no-obligation preliminary savings analysis. If the results meet your expectations, we will then request the full census for the final proposal and implementation recommendations. Please contact me directly or census@lifenowhealthsolutions.com with any questions or if assistance is needed. Thank you, (BROKER NAME)

Complete proposal

Master Census

Use when the prospective employer is ready for a detailed, customized workforce proposal and savings analysis.

Download spreadsheet ↓ View script ↗ Download script

View full census request script

Subject: Employee Census Request for (COMPANY) (COMPANY CONTACT), I hope this message finds you well. As discussed, to create a tailored, data-driven benefits solution for (COMPANY), please complete the attached Employee Census. The information will allow us to prepare a detailed proposal based on your workforce demographics. Please complete the highlighted required fields, including Employee ID, Filing State, Pay Schedule, Gross Wage, Filing Status, Exemptions, and Date of Hire. Enter "N/A" where a field does not apply. Once received, we will provide a complimentary, no-obligation proposal showing potential savings and employee engagement opportunities. Please contact me directly or census@lifenowhealthsolutions.com if you need assistance. Thank you, (BROKER NAME)

Completed census

Submit a completed census to the Census Team

Your Broker Name is required and will be included with the submission to census@lifenowhealthsolutions.com.

Sensitive-data reminderSubmit only the fields requested in the approved census template. Do not include Social Security numbers, medical records, passwords, or unrelated personal information.

Completed Census Submission

All fields marked with an asterisk are required.

Broker Name *

Broker Email *

Prospective Company *

Point of Contact

Completed Census Spreadsheet *

Accepted: XLSX, XLS, or CSV. Maximum file size: 8 MB.

Notes for the Census Team

Marketing Team request

Request a secure E-Census link

Provide the prospective company and contact details below. After submission, the Privacy Notice and Employer Submission Certification will be generated for your request packet.

Secure E-Census Link Request

Requests are routed to the L.I.F.E. NOW Marketing Team for setup.

Broker Name *

Broker Email *

Company Name *

Point of Contact Name *

Email Address *

Phone Number *

Job Title / Position *

Additional Instructions

Request received — employer packet ready

Download both documents and provide them to the prospective employer with the secure E-Census link.

Download Privacy Notice Download Employer Certification

Privacy & certification

Employer census submission documents

These documents explain data handling responsibilities and certify the accuracy and authority of an employer's electronic census submission.

Electronic Census Privacy Notice

HIPAA and ERISA data-collection disclosure for employer census and payroll information.

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Employer Submission Certification

Employer certification covering authority, accuracy, completeness, and electronic submission.

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