USR Payroll Services Role & Resources
Systems & Sites
Payroll Services Processes
WCIRB
Hodge Podge
100
- Assists Payroll Services in the issuing, binding, and maintenance of new and renewal business.
- Updates and processes midterm policy changes by reviewing and soliciting necessary information from the insureds/agents.
- Owns overall execution of tasks from rating bureaus, agents, and insureds.
- Serves as subject matter expert.
What are the Payroll Services USR functions?
100
Information about the company, regions, brand templates, access to resources, departments, documents and systems can all be found here.
What is OnPoint?
100
Report is sent daily by email
and contains all submission
activity for the business.
What is the POL360 Renewal Report?
100
Main (M) drive/Departments/Underwriting and Field Services/Collaboration/SW AU
What is the location of WCIRB mail?
100
Any agent other than a Payroll Services agent.
What is a Field Agent?
200
Cennairus, Granite eComp, PayChex and ADP
What are the payroll companies Payroll Services supports?
200
System currently used for CopperPoint Insurance Company (CP/CPIC) SW & CA Region policies.
What is Guidewire/PolicyCenter?
200
Notifications on the 1st and 15th of each month. These notifications specific to Payroll Services are uploaded into a folder for the Payroll Services USR’s to complete.
What are WCIRB Notifications?
200
Received when a mod has been updated in the bureau. Using the information on the notice, the policy is reviewed in the system and determined if there needs to be a change.
What are WCIRB Experience Modifications?
200
• Dates affected/ policy dates
• Policy/submission Number
• Insured Name
• Task(e.g., policy, endorsement, cancelation, etc.)
• Clear information regarding what is needed.
• Copy & Paste of Original Email
What is an example of a detailed note/activity?
300
Contains instruction, helpful information and procedure. It also includes pathways and direction to access system & documents.
What is the Payroll Services Role Manual?
300
Portal used for CopperPay policies.
What is Audit1?
300
A manual process because Granite does not have an automated feed to receive updates to Net Rates. The spreadsheet should be updated daily as transactions are completed.
What is the Granite Transaction File?
300
Reports that indicate class codes/operations that may be identified that are not currently on the policy.
What are WCIRB CA Classification Inspection Reports?
300
Going the extra mile, actively seeking out the opportunity to deliver more than the standard.
What is Exceptional Customer Service?
400
Houses operations procedure, Role Manuals, meeting artifacts, reference documents, and training material.
What is the Operations Knowledge Base ?
400
Provider of actuarially-based information and research, advisory pure premium rates, and educational services integral to workers' compensation.
What is the Workers' Compensation Insurance Rating Bureau of California (WCIRB)?
400
Signature Forms Needed, Split Mods, Risk Id does not match, Significant Premium Change During Final Audit, Cancel started for policy renewal scheduled.
What are examples of Guidewire Activities?
400
A request for information related to an error WCIRB found at audit.
What is a WCIRB Policy Audit Error Query?
400
Workers’ compensation billing solution for business.
CopperPay- Pay As You Go ?
500
- Prioritize binds. Endorsements, cancel/rewrites, or reinstatements should come after
- Review activities in Guidewire under the desktop tab
- Check to see if there is WCIRB work that needs to be completed
- Granite Transaction File
- Remaining Tasks
How should the Payroll Services USR start their day?
500
A centralized and common view of the transformed data from multiple applications and databases.
What is the Enterprise Data Warehouse (EDW)?
500
Blocked Pending Renewal, Does Not Qualify for Auto Renew, Policy Inquiry- Not Able to Cancel, Premium Audit Request to Add Owner Name, Adding a 2nd Entity to a CA Policy, Policy change estimated exposure adjustment.
What are examples of Policyholder Correspondence?
500
•Some or all the ownership or assets of a business are sold, transferred, or conveyed to another person or business.
•Two businesses do not share common ownership, but the WCIRB has combined them for experience rating.
•Two businesses do share common ownership and the WCIRB has not combined them for experience rating.
When should the Ownership Information Submission tool be used to alert WCIRB?
500
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