Prospect Targeting & Search Tips

WC Primary Class Code vs. SIC Codes

I always recommend agents to use the Class Code option for industry targeting when it is available, which is good advice about 80% of the time. Some industries get shafted by the class codes though. If your markets want to write office exposures in the traditional sense (BOP policies) then you’re in luck, there’s a lot of them. For example, in CO there are 160k+ active WC policies. A little more than 20k classified 8810 (Clerical Office Emp). But if you have a cyber liability program for software developers, you have a lot of shit to sift through. SIC codes on the other hand will let you drill down to the 7k software development opportunities available.

Company Name Search Enhancement (Part 2) Keyword Searches

Have a very narrow niche that is classed to generically to utilize a WC Class Code search? Maybe you have a program for apartment complexes, which is code 9015 in an NCCI state. Guess what else is classified under 9015 (NCCI states) – condos, property management firms, townhome associations, community associations too. That’s where the Keyword look up comes into play. And you probably don’t want all the apartment complexes in your state, right now anyway. You want the apartments renewing in the next 120 days within 50 miles of your office. We got your back. Read on to make your prospecting list a bit more efficient.

Company Name Search Enhancement - New Feature!

Who..what is the first named insured of that Workers Comp policy? The name on those trucks say AD Martin Carpentry. Google says Martin Contracting. Neither can be found on Xdate?! Relax noob, we got you covered.