Insured  Details Tab

This tab contains all of the basic information for each insured.

 

Field Descriptions

General

ID No

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.

FEIN

This is the Federal Employer Identification Number.

Active

A check mark will appear in this box if the policy is still active for the insured.

Name

Enter the insured's company or organization name.

DBA

Enter the insured's "Doing Business As" name.

Prior Insured

Enter the ???????.

Inception

Enter the date the insured became active.

Termination

Enter the date the insured's policy was terminated.

 

Address

Title

Enter appropriate title as Mr., Ms, or Mrs.

First and Last Name

Enter the first name and last name of the contact person at the insured's office.

 

Address, City, St, Zip Code

Enter the insured's mailing address, city, two digit state abbreviation, and Zip code in the appropriate fields.

Phone

Enter the insured's area code and work telephone number.  

Cell

Enter the insured's area code and cell/mobile phone number.  

Fax

Enter the insured's area code and fax number.

E-mail

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

Agents Code

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.

Underwr Rep

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.

Custom Rep

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.

Marketing

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.

 

Business Info

Business Type

Click on the drop down arrow list and choose the correct Business type.  Selection choice is Corporation, Individual, LLC, Other, Partnership, or S-Corp.

Year

Enter the year the business started.

Nature of Business

Enter a brief description of the nature of the business.

SIC Code

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.  

Risk ID

Enter the ???????.

ST Tax ID

Enter the state tax identification number.

Other ID

Enter any other identification number that needs to be tracked.