E!Z Work Comp Rater Walk-through Three Part Intro to E!Z Work Comp Rater: 2. Quote Builder 1. Menu at the Top 3. Strategic Use of E!Z Work Comp Rater.

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Presentation transcript:

E!Z Work Comp Rater Walk-through Three Part Intro to E!Z Work Comp Rater: 2. Quote Builder 1. Menu at the Top 3. Strategic Use of E!Z Work Comp Rater

Part I: Menu at the Top of E!Z Work Comp Rater

Menu at the Top of E!Z Work Comp Rater The menu at the top of E!Z Work Comp Rater is where you: Manage quotes Perform Housekeeping Functions like Managing User information Compare Manual Rates across the market Find a set of valuable tools and look-up information

Menu at the top of E!Z Work Comp Rater File: Use to Open or Create New Quote, & Exit Account Mgt.: Use to Add & Delete Users (Program Admins. Only), To change User Info (incl. password), To delete quotes, To change quote ownership, To see client info (if you have entered it).

Menu at the top of E!Z Work Comp Rater: Compare Rates Compare Rates generates a manual rate comparison across all carriers for a class code you select. The next few slides will show you how to do this.

Menu at the top of E!Z Work Comp Rater: Compare Rates Set rate effective date here. Choose to sort final report by rate or carrier name here.

Menu at the top of E!Z Work Comp Rater: Compare Rates Scroll or use Find Code to select the code. Special codes/ subclasses have * in front. Click here to see manual rate comparison.

Menu at the top of E!Z Work Comp Rater: Compare Rates

Menu at the Top of E!Z Work Comp Rater Misc. Info. Contains Valuable Tools & Look-up Tables with Up-to-Date Rating Factor Information The next few slides show you what is in that menu.

Menu Item: Carriers By Group Report that shows: Carriers in the Group Tier Assignment with manual rate deviation from base rates. Effective Dates.

Menu Item: Executive Remuneration Min/Max The Executive Remuneration Min/Max report shows the current Minimum and Maximum Weekly (Annual in CA) Remuneration Amounts for Executive Officers for each carrier in the database.

Menu Item: Schedule Rating This table shows the maximum schedule credit and debit percent each carrier has filed for.

Menu Item: Change in Pure Premium, CA only This table shows a Revision-by-Revision Change in Pure Premium by Class Code.

Menu Item: Release notes Release Notes describe every update to our database. You can see them for all states that you subscribe to. Depending on the state, they go back several years.