Business Details & Policy Info
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Table of ContentsCompany Details (upper left)PEO Provider Industry Cross-Reference (upper left)Industry DataContact Information (lower left)Carrier History & Policy InfoBound PremiumOCIPsNotes & FlagsReports, Additional Data & Submission ToolsLocationsPrinting
Company Details (upper left)
Include weblinks, company profile page, and 'google' it name search
Indicates additional Names and Locations
Google Maps Link
Industry Cross-Reference (upper left)
Contact Information (lower left)
Use the Voting icons to up or down vote a contact *contact info exports in the order it is listed
Goggle search a phone # by clicking on the lens icon
Click on a phone number to dial out (requires a VOIP phone service)
Carrier History & Policy Info
Look for Increase/Decrease indicators when the Premium, LCM or Mod data elements are available
Policy Terms are color-coded by Carrier Group for quick visual cues of carrier changes
* The A/R icon in your List View is the poop emoji, in case you were wondering
OCIPs and other policy anomalies will appear from time to time.
Notes & Flags
Use the Note section to keep track of relevant details and keep track of activity
Flags & Groups are covered in the CRM section of the guide
Reports, Additional Data & Submission Tools
Access reports, additional data sets and Submission tools from the orange tabs
The Locations tab has additional names and/or addresses that have been reported.