The OSHA Report got a face lift to make it WAY easier to read. Carrier Report is revamped and optimized for each state’s data availability. Users can now edit or add websites or contact profile links. Benefits interface now has list view icons. Even the Class Lookup pages got an enhancement. Check it out. … Read More
Author Archives: rob
Loss Costs & Loss Cost Multipliers
What is a Loss Cost? What is a Loss Cost Multiplier? As a Commercial Insurance Producer, why is this information important to me? Grab that ‘world’s best insurance agent’ mug, fill it up with some cheap office coffee and lets get cracking. … Read More
2021 – Q2 Updates – Integrations, Feature Enhancements & Loss Release Form Revamp
Calendar Integration Connect your calendar to sync scheduled events. Highly flexible, two-way updating, available for Outlook or Google. Check out the guide for the details and how to install. Enhancements & Updates Scheduled events can now be edited or deleted. Pipeline flags … Read More
CRM – Activity Management Features
The CRM functionality has evolved over the years, much of which has come from user feedback, and will continue to evolve for what feels like a never ending time line. It started as a notes section in 2014, flag options … Read More
Understanding Business & Policy Level Details
This Cliff’s notes summary covers the (less abundant) enhanced data element visibility and functionality. For a deep dive check out this Knowledge Base article. All the Orange If it’s orange it’s interactive, click on it – Linkedin Company page, website, … Read More
Search Mechanics
In/Out of State Filtering You can include (excluded by default) businesses with operations in your state that are domiciled outside of the state. If you are having trouble finding an account using the name search it can be helpful to … Read More
2021 – Q1 Updates – New States, Data & Bug Fixes
WC Updates New States: VT, ME & NH PA bug fix relating to partial export of mod history Added agency info to database (available in Business Details & Policy Info) – This data comes from FL & VT – so … Read More
2021 – Q1 Updates – Mobile App, CRM Enhancements, Integrations & New Tools
Welcome to 202WON! The new year brings a new mobile app, a new suite of tools, CRM enhancements & the start of our integrations roll-out. Check out all the details here. … Read More
WC Class & GL Lookup
What WC code does a Chicken Feeder installation contractor fall under? It’s not rhetorical, it’s 3724, usually known as Overhead Door installation. Maybe you are wondering what GL code to use for that Quonset Hut erector you’re working on (you know we’ve got that). That’s why we put together a comprehensive industry cross reference and look up including WC, GL, SIC and NAICS codes. … Read More