Application  Details Tab

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

 

Field Descriptions

Applicant Information

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.

Insured ID

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.

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 applicant's office.

Name

Enter the Applicant's company or organization name.

Address, City, St, Zip Code

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

Phone

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

Fax

Enter the applicant's area code and fax number.

E-mail

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

Receipt Date

Enter the date the application was received.

Entered By

Enter the name of the staff person who received the application for processing and entered the data into the system.

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.

Policy Information

Effective

Enter the date the Policy went into effect.

Expiration

Enter the date the policy is due to expire.

 

 

Physical Location

Address, City, St, Zip Code

Enter the applicant's street or physical address, city, two digit state abbreviation, and Zip code in the appropriate fields.

Copy  Mail Address

Click on this button to copy the information entered in the Applicant Information section of this screen.