This tab contains all of the basic information for each applicant.
Applicant Information
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.
MyWC assigns a unique ID number to each insured who is added to the database. This number can not be changed and is incremented by one each time a application record is accepted and insured record is created.
Enter appropriate title as Mr., Ms, or Mrs.
Enter the first name and last name of the contact person at the applicant's office.
Enter the Applicant's company or organization name.
Enter the applicant's mailing address, city, two digit state abbreviation, and Zip code in the appropriate fields.
Enter the applicant's area code and work telephone number.
Enter the applicant's area code and fax number.
Enter the applicant'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 applicant'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 applicant record has an email address.
General Information
Enter the date the application was received.
Enter the name of the staff person who received the application for processing and entered the data into the system.
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.
Enter the date the Policy went into effect.
Enter the date the policy is due to expire.
Physical Location
Enter the applicant's street or physical address, city, two digit state abbreviation, and Zip code in the appropriate fields.
Click on this button to copy the information entered in the Applicant Information section of this screen.