USR WC Role
& Resources
& Resources
CL Policy Change Requests, CPT Submissions, CL Submission New Biz Prospect, CopperPay, Payroll Services, Return Mail, Large Submissions, and Declines.
What are the USR-WC Tasks?
The financial resource behind the coverage provided in an insurance policy.
What is a Carrier?
Information about the company, regions, brand templates, access to resources, departments, documents and systems can all be found here.
What is OnPoint?
Submission requests, endorsement requests, BOR, Questions from RSP & agents, etc. are found here.
What is ManageEngine?
Arizona, Colorado, Nevada, New Mexico, Texas, Oklahoma, Missouri, Utah
What states are in the Southwest Region?
Contains USR instruction, helpful information and procedure. It also includes pathways and direction to access system & documents regardless of process.
What is the USR-WC Role Manual?
A document that records the history of claims made against a commercial insurance policy.
What is a Loss Run?
Personal information, timecards, PTO requests, pay statements, benefit information, career development, signed documents, & company organizational chart are found here.
What is UKG Pro?
Completed Acord, 3 years loss runs, supplemental (CA), payroll history (CA).
What is the documentation required to clear a submission?
Alaska, Washington, Oregon, Idaho.
What states are in the Alaska & Pacific Northwest region?
Work management tool that is used to process & track submissions.
What is ManageEngine?
A request for additional information not included in the Acord applications.
What is a supplemental application?
1. IM Chat, collaboration & file share.
2. Primary method for scheduled meetings & video calls.
3. Primary phone system, accessed from desktop app.
1. What is Teams?
2. What is Zoom?
3. What is 8x8?
A combination of reviewing documentation to ensure all necessary information is available and confirming there are not any duplicate requests or multiple producers/prior submissions submitted for the requested insured.
What is submission clearing?
Allows businesses to pay their workers’ compensation premium in real-time as they complete their payroll.
What is CopperPay?
A list that includes Underwriting, Loss Control, Customer Service Rep & BDD assignments.
What is the Agency Team Assignements Directory?
An estimate of what an insureds rate could be with a potential insurance carrier.
What is a Quote?
The system currently used for CopperPoint Insurance Company SW & CA Region policies.
What is Guidewire?
Coverage offered/requested by the same insured, for the same product, same covered services, and brokers, generally within 90 calendar days of activity.
What is a duplicate submission?
Houses operations procedure, Role Manuals, meeting artifacts, reference documents, and training material in Teams.
What is the Ops Knowledge Base?
K, J, N & Q Contain logs, insured & prospect folders, underwriting files, etc.
What are the Shared Drives?
Endorsements, declarations, exclusions & conditions.
What are the parts of an insurance policy?
Employee self-directed learning opportunities located in UKG Pro.
What is BizLibrary?
A letter executed by an insured appointing a new broker. This letter is usually addressed to the insurance carrier or market with a copy to both the former and newly appointed broker.
What is a Broker of Record Letter (BOR)?
OFAC Analyzer, Audit1 Portal, WCIRB, NCCI, and Secretary of State/Corporate Commission.
What external sites are used in the submission/ USR WC process?