2020 - Q1 Updates (part 2) - New Data & Reports

Published 01-27-2020 into New Features

New Data & Reports

 

OSHA & DOT Data now available

Flagged on your list for quick visibility and available by clicking on the orange tab in the upper right corner of the modal (business details).

 

-          OSHA includes Inspection & Violation reports.  Inspection details include relevant information like type of inspection, open, modification, and close dates.  Violation details include initial and current penalty, order date, issuance date, standard violated (with description), and status.  Click here to check out an example.

 

-          DOT includes mileage info, DOT#, number of power units and drivers.  If insurance filing is required you will also find Carrier name, operation type (interstate, hazmat/non, etc), Auto Liability Carrier, policy#, and effective/expiration date.  Click here to check out an example.


Related Companies

We cleaned up the Related companies tab to prevent false-positives due to PEO’s.  This feature is very helpful for accounts with multiple or varied Named Insureds, locations, and multi-state operations.  Click here to check out an example.

 

PEO Identification

PEO’s are flagged on your list for quick visibility and the name of the PEO is displayed next the business when viewing details.

 

Carrier & Class Report Update

Reports are available by clicking on the orange tab in the upper right corner of the modal.

 

-          Class Report focuses on trends within the class, an overview of Carrier Groups and their LCM filings, and a Carrier breakdown detailing retention, won and lost accounts.  Click here for a lay of the land.

-          Carrier Report focuses on trends within the Carrier Group – industry growth/shrinkage, change in volume (and premium as available), Rate/LCM changes, who they’re winning business from, and who they’re losing business to. Check it out here.