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E!Z Work Comp Rater Walk-through Three Part Intro to E!Z Work Comp Rater: 2. Quote Builder 1. Menu at the Top 3. Strategic Use of E!Z Work Comp Rater.

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Presentation on theme: "E!Z Work Comp Rater Walk-through Three Part Intro to E!Z Work Comp Rater: 2. Quote Builder 1. Menu at the Top 3. Strategic Use of E!Z Work Comp Rater."— Presentation transcript:

1 E!Z Work Comp Rater Walk-through Three Part Intro to E!Z Work Comp Rater: 2. Quote Builder 1. Menu at the Top 3. Strategic Use of E!Z Work Comp Rater

2 Part I: Menu at the Top of E!Z Work Comp Rater

3 Menu at the Top of E!Z Work Comp Rater The menu at the top of E!Z Work Comp Rater is where you: Manage quotes Perform Housekeeping Functions like Managing User information Compare Manual Rates across the market Find a set of valuable tools and look-up information

4 Menu at the top of E!Z Work Comp Rater File: Use to Open or Create New Quote, & Exit Account Mgt.: Use to Add & Delete Users (Program Admins. Only), To change User Info (incl. password), To delete quotes, To change quote ownership, To see client info (if you have entered it).

5 Menu at the top of E!Z Work Comp Rater: Compare Rates Compare Rates generates a manual rate comparison across all carriers for a class code you select. The next few slides will show you how to do this.

6 Menu at the top of E!Z Work Comp Rater: Compare Rates Set rate effective date here. Choose to sort final report by rate or carrier name here.

7 Menu at the top of E!Z Work Comp Rater: Compare Rates Scroll or use Find Code to select the code. Special codes/ subclasses have * in front. Click here to see manual rate comparison.

8 Menu at the top of E!Z Work Comp Rater: Compare Rates

9 Menu at the Top of E!Z Work Comp Rater Misc. Info. Contains Valuable Tools & Look-up Tables with Up-to-Date Rating Factor Information The next few slides show you what is in that menu.

10 Menu Item: Carriers By Group Report that shows: Carriers in the Group Tier Assignment with manual rate deviation from base rates. Effective Dates.

11 Menu Item: Executive Remuneration Min/Max The Executive Remuneration Min/Max report shows the current Minimum and Maximum Weekly (Annual in CA) Remuneration Amounts for Executive Officers for each carrier in the database.

12 Menu Item: Schedule Rating This table shows the maximum schedule credit and debit percent each carrier has filed for.

13 Menu Item: Change in Pure Premium, CA only This table shows a Revision-by-Revision Change in Pure Premium by Class Code.

14 Menu Item: Release notes Release Notes describe every update to our database. You can see them for all states that you subscribe to. Depending on the state, they go back several years.


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