Quotes Tab - Quote Detail

This tab contains all of the quote information for each applicant.

 

Field Descriptions

Quote No

MyWC automatically populates.

Governing Code

MyWC automatically populates.

Governing Unit

MyWC automatically populates.

Product

MyWC automatically populates as LRA work comp policy.

Billing Plan

Select  by clicking on and clicking on the chosen billing plan.

E/L Limit

MyWC automatically populates as 1 MIL, 1 MIL, 1 MIL.

Status

Select the proper status from the drop down arrow:  Pending, Active, Accepted, Rejected or Other.

Exp Mod

Enter the experience moderator the quote should be rated on.

Reason

Enter the reason for the pending, rejected or other status code.

Effective Date

Enter the date the policy is expected to be made effective.

Expiration Date

Enter the date the policy is due to expire.

Good Through

Enter the date the quote due to expire if deposit and premium not paid.

Rated On

Enter the date the quote was rated.

 

Premium Totals for all Units

Deposit

MyWC will automatically populate based on calculations on the App Units information.

Minimum

MyWC will automatically populate based on calculations on the App Units information.

Exp Constant

MyWC will automatically populate based on calculations on the App Units information.

Manual

MyWC will automatically populate based on calculations on the App Units information.

Standard

MyWC will automatically populate based on calculations on the App Units information.

Est Annual

MyWC will automatically populate based on calculations on the App Units information.