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WC Updates Added VT database. Currently in progress of adding classifications, contact info, etc. Includes WC Premium and Agency PA - bug fix relating to partial exporting of mod history Benefits Updates Various improvements to contact handling and flagging Bug fix to name lookup bug fix causing duplication of investment data Account level Dashboard
Update Table of Contents Overview Setting up Integration Settings Event Details Data Flow Overview Sync Appointments & Follow Ups that you schedule on Xdate with your work calendar Events optimized for mobile access Flexible settings Available for Google Calendar & Microsoft Outlook Benefits : Eliminate redundancy Minimize double bookings Qu
Update Table of Contents Overview Insured Info Policy Terms Requested: Carrier Contact Info: Generate: Requesting Loss Runs: Tracking: Considerations: Rules??? Overview We have created a Loss Release Form template, which prefills with the available policy and contact data so all you have to do is confirm, add other lines as needed and send to your p
Update Table of Contents Overview Latest Flags Calendar Saved Searches & Groups Overview Pipeline is your main menu. It includes your saved search and groups, events and active opportunities, as well as the search menu Latest Flags The top menu includes a name lookup, Sorting & (flag) Filtering The Renewal Date, last activity time and most r
Overview DOT Summary Mileage reportedOperation typeUnit CountDriver CountAuto Carrier & Policy Info (when required)Unit Breakdown DOT summary data is displayed in the Policy Modal Look for this icon in List View: Access DOT data from the orange tabs in the Policy Modal Reports
Update Table of Contents Overview Export File Standard Export Fields Premium Search add-on Data Fields Export Package add-on Data Fields Experience Mod Exporting Exporting Limitations Common Questions Overview Downloading Search Results can be downloaded by clicking the Export button located at the bottom of your List View Export File CSV Not to
Update Table of Contents Overview State Toggle Location Options (Zip Code Radius, County Pick List) WC Date Range Picker Industry/Class/SIC Experience Mod Range WC Premium Policy Filters Company Name Phone Search Save your Search Premium Search Add-On Search Logic Overview State Toggle The State toggle allows you to exclude or include businesses dom
Viewing the Team's activity is available to Master Account holders. There are two ways to view your team's activity: from the Pipeline - Click on the 'Sub Activity' button located in the Latest Flags section Latest Flags Section Will display your team's recently flagged accounts Schedule (Calendar) Will display their scheduled events from the Agen
Click on the Saved dropdown tab located in the header menu and choose an option This will display all accounts you have flagged in a list view.
pdate Table of Contents Overview X-State Carrier Report Class Report Overview The reports provide a snapshot summary for Multi-State operations, Incumbent Carrier, and a prospect's industry/class. You can access these reports from the modal (business details section) by clicking on the appropriate orange tab. X-State X-State summarizes multi-state o
Update Table of Contents Accessing Settings User Account Settings Master Account Settings & License Types Accessing Settings Click on the drop down arrow in the upper right header menu and select 'Settings' User Account Settings Agent Accounts cannot change their email address, this must be done by the Master Account holder (purchaser) Assign To
Overview Groups are created & assigned in the Account Details modal If the group exists just click to assign. If it does not, you can create it at the bottom Groups are accessed from your Pipeline where you can toggle saved searches & groups Groups offer more specific list segmentation. Use to keep track of referrals, marketing campaigns, pr
Update Table of Contents Overview Company Details (upper left) PEO Provider Industry Cross-Reference (upper left) Industry Data Contact Information (lower left) Carrier History & Policy Info Policy Badges - Assigned Risk & PEO Notes & Flags Reports, Additional Data & Submission Tools Overview Company Details (upper left) Orange Icon
Update Table of Contents Overview Events & Flag Stages Updating/Deleting Events Overview Events & Flag Stages Schedule Follow Ups or Appointments, as well as Flag accounts from the Account Details Follow Ups & Appointments appear in the calendar section of your Pipeline Other Flags (Contacted, Quoting, etc) appear in the Latest Flags
Overview PipeBurst is a suite of tools to keep high level details of current coverage in focus, generate loss run release forms and track requests, as well as track active submissions and tasks. Loss Run Release Form Creation Use the coverage matrix to edit policy terms, LOC's and Policy # (prefills based on WC Carrier) Verify business address and c
Added Agency info to database (displays in Business Details & Policy Info) this is included in the FL data set in its entirety and has been applied to approximately 25,000 records in the other states through cross-referencing of multi-state operations Fixed an export bug preventing some businesses from downloading Fixed an export bug causing '
When PEO's are reported, all businesses within the PEO are typically reported with the same class code. Which class code? The one generating the most premium. Who that made sense to when the regulation was being written, we'll never know. And even if we could publicly chastise, it wouldn't change the fact that we still have to deal with it. So if yo
Annual Health Plan Renewals by State, broken down by Participation (sorted alphabetically from left to right) Total Policies over Time, broken down by plan type Current Term Filing Completion Gauge Annual Plan Premium Histogram Annual Plan Pie Chart, broken down by Participation Count 4A = Health 4B = Life Ins 4D = Dental 4H = Long-Term Disability 4
Xdate User Guide - v3.pdf Pipeline Search Menu Search Results/List View Business Details & Policy Info CRM - Scheduled Events & Flagging Accounts CRM - Groups OSHA Data DOT Data Reports Pipeburst Mobile App Settings
Updating Payment Info Master Account holders can update payment info. While logged in to your account go to the Subscriptions page - https://www.insurancexdate.com/subscriptions.php Click on the 'Update' link located in 'Your Payment Method' located in the upper right. Enter new card info and click update card. The new card will be used for all pay
Update Table of Contents Overview Contact Link Tray Data Icon Tray Exporting & Printing Bookmarks Overview Sort your list (ascending/descending) by clicking on any of the header rows Results The total number of results meeting your search criteria will show at the top of your list. Note that only the first 2,000 will be loaded. We recommend usin