This article covers each component of the search menu.
If you still have questions or prefer to get help directly from an agent, please submit a request.
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Table of ContentsOverviewState 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 Logic
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.
- 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)
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.
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
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.
Target or exclude based on Policy Type (as available)
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.