Overview

List View Fields

Name, address, industry code and expiration date are available for all states. Additionally, select fields will appear if available including Exp Mod, LCM filing and Premium. Hover your mouse over the value to view a tooltip (label). Note that PEO's will always use an SIC code, even if class code is available in the state.

Policy Cancellations

If a cancellation is reported it will be visible in the list view as well as the Carrier History section. Canceled or policies that do not see a renewal remain visible for 1 year before being fully inactive and suppressed from the results. More often than not, they are out of business or otherwise do not have coverage needs, but not always. 

Flag Shortcut

Active flags display in the list view. You can flag or unflag from here as well. 

Team Activity

If there is activity from other team members (notes, appointments, etc), you'll it indicated here. 

Contact Link Tray

Contact Links indicate availability of website, LinkedIn Co page, phone & email

Data Icon Tray

Data Icons indicate availability of OSHA, DOT & Benefits Data, as well as indicate PEO, Assigned Risk, and Multi-State Ops.

Exporting & Printing

These options are available at the bottom of your search results. Call Sheets provides two options for printing - short, which is abbreviated (5 per page) and long, which is more detailed.

Bookmarks

Located at bottom of page along with print/export options. If you are in the middle of a larger list and want to pick up where you've left off, use the Bookmark feature 

Bookmarks can be accessed in the Saved dropdown header menu