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Business Details & Policy Info

Written by rob g

Updated at February 28th, 2025

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Table of Contents

Company Details (upper left)PEO Provider Industry Cross-Reference (upper left)Industry Data Contact Information (lower left)Enable Click to Call (Click to Dial) - VOIP Settings Carrier History & Policy Info Policy Badges - Assigned Risk (AR) & PEO Bound Premium Same Policy Term Premium Change OCIPs Notes & Flags Reports, Additional Data & Submission Tools Locations Location Schedule Export Printing Single Record Export

Overview

Company Details (upper left)

Orange Icons

Include weblinks, company profile page, and 'google' it name search

Indicates additional Names and Locations

Google Maps Link

PEO Provider

If we've identified a PEO account, you will also see the provider listed here.

Delete

Incumbent Agency

Some states have Agency available, if so you'll see it here

Industry Cross-Reference (upper left)

Industry Data

displays based on cross-referencing of the prospect's primary class of operations including Class : SIC : GL

Contact Information (lower left)

Click here to add a contact

Edit a contact by clicking this icon

Edit/Add Fields:

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)

Delete

Enable Click to Call (Click to Dial) - VOIP Settings

Your VOIP service may need Settings adjusted to enable click to call. In RingCentral the navigation is Settings, Phone, and enabling 'Use RC for click to dial and fax'

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

Policy Badges - Assigned Risk (AR) & PEO

If an account is indicated to be in the A/R market or a PEO you will see the respective badge in the carrier history section.

* The A/R icon in your List View‍ is the poop emoji, in case you were wondering

Bound Premium

Same Policy Term Premium Change

Every policy is checked up to 5 times a year. When a same term premium change occurs, we will note the 'bound' premium, which is what was reported prior to the most recent update. In this example we see the premium was bound very close to expiring but has more than doubled over the 9 months. I can only imagine the insured got a huge contract, and that the incumbent did not at all adjust payroll exposure due to a competitive situation.

OCIPs

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

Locations

The Locations tab has additional names and/or addresses that have been reported.

Location Schedule Export

(2023) You can now export the location schedule by clicking on the 'download' icon. Located in the upper right of the Locations tab.

Printing

(2022) The print button has been updated so multiple tabs can be printed at once. If the field is orange it is selected for printing, if it is gray it is not.

Single Record Export

(2023) You can now export a single record by clicking on the 'download' icon.

CRM - Scheduled Events & Flagging Accounts‍

organization info business info

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