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

CA Data Available

Yup, finally made it to the golden state. We released it a bit early because of the expressed interest, so please bear with us while we back-fill some demographics like # of EE’s and Sales, and contact data. Also note this is not a comprehensive database, like our other states, due to regulation. But with over 85,000 Xdated prospects, there’s plenty to keep you busy! … Read More

Tools of the (remote) Trade

Thanks to current technology (last 15 years), practically all operations conducted in a typical insurance office can be done remotely, and for a very reasonable price point. And despite the industries best effort to keep work at work, nature has forced us to adopt the alternative, homework. Are you struggling, fighting with it? Or are you exploring the plethora of available productivity tech, learning about it, and thriving along the way? As a fully remote company, here are a few tools we rely on to manage projects, communicate effectively, and prioritize tasks (no face mask required). … Read More

100 ‘Essential’ Class Codes to Keep You Busy

COVID-19 may have wreaked havoc on main street retail, and even halted the movie studios, but the insurance show goes on. With over 30 states closing ‘non-essential’ businesses we thought you could use some good news. So there’s not much to this post other than a link to download a list of 100 ‘essential’ classes of business. And yes, it’s an excel file. … Read More

Don’t Fake the Funk on your Company Page

A little embellishment goes a long way. To much, and your credibility comes into question. What’s to much? Check out this example. … Read More

2020 – Q1 Updates (part 2) – New Data & Reports

OSHA & DOT data now available. We also cleaned up Company Relationship matching (additional locations, multi-state, etc) and overhauled the Class & Carrier Reports. Check it out! … Read More

Carrier Report is Now Available

Is the incumbent increasing or decreasing rate? Becoming more or less aggressive? What industries are they focused on? Who are they winning business from or losing business to? Just a couple questions easily answered in this comprehensive, interactive report. … Read More

New & Improved Class Report Now Available

Who is winning, who is losing. Where are rates going for this class of business? How does the Prospect compare? All kinds of answers (and talking points) can be found here. … Read More

Related Tab

Not so new, but greatly improved. The new ‘Related’ tab has been cleaned up to eliminate false-positives due to PEOs, provides better visibility in regards to things like job site operations for contractors and multiple location operation for 4-walled exposures, and is now bridged with the Company Name search. Check out this example! … Read More