This tab contains all of the basic information for each insured.
General
MyWC assigns a unique ID number to each individual who is added to your database. This number can not be changed and is incremented by one each time a record is saved.
This is the Federal Employer Identification Number.
A check mark will appear in this box if the policy is still active for the insured.
Enter the insured's company or organization name.
Enter the insured's "Doing Business As" name.
Enter the ???????.
Enter the date the insured became active.
Enter the date the insured's policy was terminated.
Enter appropriate title as Mr., Ms, or Mrs.
Enter the first name and last name of the contact person at the insured's office.
Enter the insured's mailing address, city, two digit state abbreviation, and Zip code in the appropriate fields.
Enter the insured's area code and work telephone number.
Enter the insured's area code and cell/mobile phone number.
Enter the insured's area code and fax number.
Enter the insured's email address, be sure to include the @ symbol. Once there is data in this field, you will be able to right click on the insured's page and choose and Email feature from the sub menu.
Note: This feature is only available if you currently have an email connection on your desktop using software such as Outlook, Outlook Express, GroupWise, etc. and the insured record has an email address.
CSR
Click on the ellipses to the right and choose
the correct Agent name from the drop down list. Agent
Codes are defined in the Agent table.
Click on the ellipses to the right and choose
the correct Underwriter Representative from the drop down list. Underwriter
Reps are defined using the Agents table.
Click on the ellipses to the right and choose
the correct Customer Representative from the drop down list. Cust
Reps are defined using the Agents table.
Click on the ellipses to the right and choose
the correct Marketing Representative from the drop down list. Marketing
Reps are defined using the Agents table.
Click on the drop down arrow list and choose the correct Business type. Selection choice is Corporation, Individual, LLC, Other, Partnership, or S-Corp.
Enter the year the business started.
Enter a brief description of the nature of the business.
Enter the Standard
Industrial Classification Code or select the
correct code by clicking on . These
codes are set by the Federal Government to indicate the company's type
of business. The codes are used for tax filing purposes. SIC
codes are defined using the SIC Code option of the Lookup Codes menu
for MyWC located on the MyWC toolbar.
Enter the ???????.
Enter the state tax identification number.
Enter any other identification number that needs to be tracked.