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

DOT Data Now Available

It’s not just for truckers! Plenty of businesses have to file with the DOT, and if they do you’ll find it right here. Check out this example. … Read More

OSHA Data Now Available

OSHA inspection & Violation details are loaded up and ready for your exploitation. In this post we’ll cover what’s available, how to use it is up to you. … Read More

2020 – Q1 Updates (part 1) – Search & CRM Enhancements

List Assignment for the business developers, Premium Increase filter and date stamped contact info for the Producers. Just a few new features available for 2020. … Read More

Eliminate Loss Run Deliberation in Underwriting

Just like Acord apps, thumbing (mousing) through loss runs sucks (just getting them sucks, especially from Erie). Page 1 is the expiring Pkg/Auto with Penn National, page 2 is three years of Zenith WC, page 3-5 is two years of Auto valued from last year, and so on. Unless all lines were with the same carrier, it is next to impossible to organize loss runs in an easily digestible manner. This post covers what to do about it and why you should do it. … Read More