Search Menu
This article covers each component of the search menu.
Written by rob g
Updated at June 17th, 2022
Table of Contents
OverviewState ToggleMulti-State SelectionLocation Options (Zip Code Radius, County Pick List)WC Date Range PickerIndustry/Class/SICExperience Mod RangeWC PremiumCarrier & PEO Filtering (add-on plan)Policy FiltersCompany NamePhone SearchSave your SearchPremium Search Add-OnSearch LogicOverview
State Toggle
The State toggle allows you to exclude or include businesses domiciled outside the state you are searching e.g. a business domiciled in GA with workers (and therefore coverage) in FL.
- In-State - Excludes businesses headquartered outside your state
- All - Includes businesses HQ'd outside your state
Multi-State Selection
- you can select multiple states to search
- the criteria available will be limited to the state with the least criteria (i.e. if you search GA and FL, premium will become unavailable because FL does not have this data point)
- if you are on a boarder you can utilize zip code radius to maintain geographic constraints to your list
Location Options (Zip Code Radius, County Pick List)
Zip Code
To target by zip code enter a mileage radius (1-100 miles) of your chosen zip code - note you need to enter a radius for this to work
County
To target by county simply choose the county from the dropdown list. You can choose 1 or multiple counties per search
Use the orange link to toggle between the two options.
Search Menu Resets
When you toggle between zip code and county, or industry code picklist and range, it often resets all other search fields. We have tried to resolve this issue for several years with no luck. To avoid this happening, make these selections before entering your other search criteria.
WC Date Range Picker
The (WC) Dates field has shortcut options on the left (90-120 days out) or you can choose your own range on the calendar.
Industry/Class/SIC
Industry
Industry is an easy way to target an entire industry without choosing all the codes. Use industry OR class/sic codes (not both)
Class & SIC Code
You can target using the multi-select (1 or multiple codes) option (shown above) or the Range option, which lets you target a range of codes. If you use the range option you must choose the starting and ending code. It will not work if you only choose 1 code.
Experience Mod Range
The Mod range filter shows up beneath the Industry options.
Mod Data (and therefore the search option) are available in PA, NJ, DE, MN, NC
WC Premium
Target businesses within a WC premium range using this filter.
WC Premium Data (and therefore the search option) are available in GA, IL, TX, OK, NV, CO
Carrier & PEO Filtering (add-on plan)
Carriers & PEO Providers can be targeted or excluded using the toggle switch.
The Carrier Group & PEO Provider lists are static, meaning the available names do not filter down based on the chosen state. So not all providers will generate results. This applies mainly to the smaller PEO providers.
PEO Targeting Tip
When a business goes into a PEO plan, the coverage for that business is often reported with the PEO renewal date (not the business) and the class of the business within the PEO generating the most payroll (i.e. an accountant can be reported with a carpentry class).
To combat this use SIC code for targeting industry. When a business has prior coverage in the standard market, we will use that xdate (as well as the PEO's) if you use a date range in your targeting.
PEO Provider Names
PEO provider names is not a standard data element reported. Insurance Xdate augments this internally. So while it is highly accurate, it is inconclusive and there are inaccuracies from time to time.
Policy Filters
Target or exclude based on Policy Type (as available)
- Assigned Risk
- PEO
Company Name
Phone Search
Use Company Name search to look up by name. It also works as a keyword search (e.g. you can look up any business with 'church' or 'pest' in their name.
Is someone returning your voicemail? Do a quick phone search to find out! Requires area code, works with or without hyphens.
Tips
Minor name spelling variations become critical. You may know it as and search James MaCauley Inc - but it's reported as James R. MaCauley, Inc. - and won't be found. However, if you search MaCauley you will. Sometimes less is more.
The state toggle (noted above) will have an effect on your results. If you search a name, and it shows up in the possible match list but does not generate a result when searched, change the toggle from 'in-state' to 'all' and retry.
Save your Search
After you perform your search click on the Save icon located next to the Search button. This will display the option.
Give it a descriptive name so you know what you're targeting (e.g. Local Retail). Save dates exactly as you searched them or as a range, which is based on the current date and range that you search.
Premium Search Add-On
As of June 2021 we have renamed the Carrier Search add-on the Premium Search add-on, and added more targeting functionality. Options are available in the 'Addl. Filters' section of the menu. No price change and if you already had the add-on no additional steps are needed to utilize.
Search Logic
