Overview

WC List View Fields

• Name and city/state/zip
• industry - Primary WC Class Code or SIC code when class isn't available
• Exp Mod (when available)
• LCM filing (when available)
• Premium (when available)
• Expiration Date

Retirement List View Fields

• Total Assets
• Liabilities (typically $0)
• Expenses (typically $0)
• Participant Count
• Commission
• Commission %

Health List View Fields

• Total Premium
• Commission 
• Commission %
• Participants

Policy Cancellations

If a cancellation is reported it will be visible in the list view as well as the Carrier History section. Canceled or policies that do not see a renewal remain visible for 1 year before being fully inactive and suppressed from the results. More often than not, they are out of business or otherwise do not have coverage needs, but not always. 

Flag Shortcut

Active flags display in the list view. You can flag or unflag from here as well. 

Team Activity

If there is activity from other team members (notes, appointments, etc), you'll it indicated here. 

Contact Link Tray

• Web address
• Linkedin Company page
• Phone
• Email

Data Icon Tray

• OSHA
• DOT
• Benefits
• PEO
• Assigned Risk
• Multi-State

Exporting & Printing

See the Exporting/printing article for more info.

Bookmarks

Located at bottom of page along with print/export options. If you are in the middle of a larger list and want to pick up where you've left off, use the Bookmark feature 

Bookmarks can be accessed in the Saved dropdown header menu

Pick List

You can select/unselect Flags and add/remove from Group folders using the picklist feature, as well as export select records. 

See the Group Editing article for more info.