Participated in the IAIABC’s development of the national standard for reporting proof of coverage information Implemented POC Release 1 in August 1997 Implemented POC Release 2.1 in June 2006 Implemented POC Release 3.0 on August 1, 2013
Assigned risk binder New cancellation reason Additional data on Professional Employer Organizations (PEO’s) Additional data on deductible policies Legal status on the employer record
Formed internal work group Determined proposed implementation date Obtained NCCI approval Broke implementation process into specific steps Set interim goals Six phase System Implementation Work group met weekly
Notified stakeholders of implementation date and written communications to carrier community NCCI Circular Updated website Conference calls with NCCI and IAIABC Implementation Committee Testing Launch POC 3.0
Relaxed some edits Insured State Premium – zero is a valid value so we cannot determine if data is missing Employer Legal Status – some sureties were not ready to send this data PEO/Client Company Code – blank is a valid value so we cannot determine if data is missing Cannot edit 04 Flag portion of a paired transaction for missing required fields
New Legal Status Codes 07 Common Ownership 08 Multiple Status 09 Joint Employers Submission criteria changed on cancellation and non-renewal transactions. No PC2 NCCI requires ALL transactions to be acknowledged: Accepted, Accepted with errors and Rejected.
Transaction Set Type Code Changes Change Policy Number POC / POC / Change Insured FEIN POC / POC / Change Insurer FEIN POC / POC /
Transaction Set Type Code Changes Change Policy Effective Date POC / POC / Change Policy Expiration Date POC / POC /
POC Transactions across the Ages: POC 1.0 POC 2.1 POC 3.0 Transaction Process Flow Change Insured Info – from single to paired Assigned Risk Binder