AU Role & Resources
New Business
Renewals
Policy Maintenance
What are the 3 main AU processes?
Provider of actuarially based information and research, advisory pure premium rates, and educational services integral to workers' compensation in CA.
What is the Workers' Compensation Insurance Rating Bureau of California (WCIRB)?
A centralized and common view of the transformed data from multiple applications and databases.
What is the Enterprise Data Warehouse (EDW)?
Regional President- Mike Sharr
Acronym: CPIC
Policy System: Guidewire
What is the SW Region?
Information about the company, regions, brand templates, access to resources, departments, documents and systems can all be found here.
What is OnPoint?
Contains instruction, helpful information and procedure. It also includes pathways and direction to access system & documents.
What are the AU Role Manual & Job Aids?
Allows you to pinpoint one location or multiple locations to better understand risk for multiple types of exposures. Delivers natural hazard risk data that allows underwriters to make quick & accurate property risk determinations.
What is RiskMeter/CoreLogic?
Accessed from Citrix and is the ANIC document repository. Used to view endorsements, policies, etc.
What is Retriever?
Arizona, Colorado, Nevada, New Mexico, Utah
What states are in the Southwest Region?
Contains information regarding the insurance policy billing, collections, etc. Accessed from OnPoint/Resour ces.
What is Guidewire BillingCenter?
Houses operations procedure, Role Manuals, meeting artifacts, reference documents, and training material.
What are AU Teams & the Operations Knowledge Base?
Gathers data, analyzes industry trends, and provides objective insurance rate and loss cost recommendatio ns.
What is National Council on Compensation Insurance (NCCI)?
System currently used for CopperPoint Insurance Company (CP/CPIC) SW & CA Region policies.
What is Guidewire/Policy Center?
Property & Casualty lines of business
What are AK & PNW primary products?
Reconciles premiums and exposures to determine the final premium for an insurance policy, ensuring that policyholders are paying the correct amount.
What is Premium Audits function?
Contain logs, insured & prospect folders, underwriting files, etc.
What are the Shared Drives?
Used to lookup class codes, see what the class is based on (payroll, unit, area, etc.), and what types of exclusions (usually state based) are included.
What is Reference Connect?
Accessed from Citrix and used to access account level information for ANIC •Endorsement invoiceing •Creating policy numbers •Identifying the Underwriter
What is Policy Admin Systems (PAS)?
SVP,Regional Presedent- Dana Ferestien
Acronym: ANIC
Systems: Policy Decisions, PAS, Retriever
What is the AK & PNW Region?
Curated trainings, videos, and quizzes, covering topics such as personal and career development, Microsoft software, leadership and management, compliance, safety topics, and much more
What is BizLibrary?
WCIRB Notices & Emod Alerts (CA & SW)
Pend Cancel Flags (CA)
ARGO Log for Issued Policies (CA)
POL360 Report Monitoring (CA)
Retro & Deductible Calculations (CA)
Submission Log Entries (AK & PNW)
NB, Renewal & Non-Renewal Log Entries (UW log) (All)
Auto Insurance Filings (AK & PNW)
What are additional AU Tasks?
A leading source of information about property/casualty insurance risk.
What is the Insurance Services Office (ISOnet)?
The system used to quote and issue new business and renewal policies for AK & PNW.
What is Policy Decisions?
Regional Presedent- Dave Kuhn
Acronym: PCIC
Policy System: Guidewire
What is the CA Region?
A commercial property database that is a comprehensive source of underwriting and rating data with more than 12.2 million commercial buildings and 26 million businesses in the United States plus related analytics.
What is ProMetrix?