Search Menu
This article covers each component of the search menu.
Written by rob g
Updated at June 10th, 2021
Table of Contents
OverviewState ToggleLocation Options (Zip Code Radius, County Pick List)WC Date Range PickerIndustry/Class/SICExperience Mod RangeWC PremiumPolicy 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
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.
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.
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.
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
