We're excited to share the all-new UBA Health Plan Survey, powered by Unifi, that will make data entry and reporting easier and better for our Partners. The survey is now open!.

Initial manual entry for the survey opened on Friday, March 30, 2018, and closes on June 30, with rolling data entry available after that. By late 2018, form data uploads will be released, with automated data entry arriving in early 2019. At this time, the new survey does not connect to Gen4. We are actively working on this with Gen4, but we recommend all Gen4 agencies learn the manual entry process. We will have additional updates on this by mid-April

Since this is a new technology platform, plan data from last year's survey will not be loaded. Partners will need to enter plan data from a minimum of 100 plans. Please do not enter plans with fewer than 10 employee lives enrolled.

We've put together a training guide to help you get started and guide you through the survey data entry screens.

Questions? Need help? Email all your survey questions to support@ubabenefits.com.