Policy Data Collection Adding, Updating, and Correcting Policy Data

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1 Policy Data Collection Adding, Updating, and Correcting Policy Data

2 Agenda Overview Correct and Update Existing Data Add New Policy Data Track Status of Transactions by User Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

3 Policy Data Collection Search, update, and enter your policy data Enter and update your Coverage Notice Binder Link addresses to names using the drag and drop feature View your reports and submissions View, accept, and decline your takeout credits Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

4 Resources Policy and Proof of Coverage Reporting Guidebook Reporting Requirements Instructions Record Layouts Policy Data Collection Tool Search Add Edit Submit POC State Guide Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

5 Main Screen

6 Search

7 Search Results

8 Search Results

9 Search Results

10 Search Results

11 Header/Summary Policy Information Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

12 Header/Summary Policy Information Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

13 Header/Summary Policy Information Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

14 Header/Summary Policy Information Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

15 Header/Summary Policy Information Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

16 Header/Summary Policy Information Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

17 Header/Summary Policy Information Saves your record Cancels your changes Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

18 Header/Summary Policy Information Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

19 Header/Summary Policy Keys Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

20 Policy Key Updating Key Fields Submits all other records Current Key Fields Processes this record immediately Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

21 Policy Key Updating Key Fields Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

22 Policy Key Updating Key Fields Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

23 Edit Names Filter

24 Names and Addresses Editing Names Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

25 Names and Addresses Editing Names Primary Name Additional Name Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

26 Names and Addresses Deleting a Name Deletes the record Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

27 Delete Feature

28 Delete Feature

29 Delete Feature All dates are entered using the XX/XX/XX format Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

30 Delete Feature

31 Expanding Name Fields

32 Edits and Name Details View only Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

33 State Unemployment Numbers This is the only place where you can view and update State Unemployment Numbers Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

34 Names and Addresses

35 Names and Addresses See Policy and Proof of Coverage Reporting Guidebook on ncci.com Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

36 Primary Name

37 Primary Name

38 Edit an Address

39 Edit an Address Primary Address Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

40 Edit an Address Primary Address Additional Address Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

41 Edit an Address

42 Add an Address

43 Add an Address

44 Linking

45 Linking

46 Linking

47 Linking

48 Linking

49 Linking

50 Linking

51 Linking

52 Linking

53 Linking

54 Linking

55 Linking

56 Linking

57 Employer State View

58 States and Exposures

59 States and Exposures

60 States and Exposures

61 States and Exposures

62 States and Exposures

63 States and Exposures

64 States and Exposures Experience Mod Factor must be entered using the X.XXX format Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

65 States and Exposures

66 States and Exposures

67 Add a State

68 Add Exposure Calculate Premium automatically enters the correct information in the Estimated Premium Amount field Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

69 Endorsements

70 Endorsements

71 Endorsements

72 Adding Endorsements

73 Adding Endorsements Refer to the Policy and Proof of Coverage Reporting Guidebook for a listing of all endorsements accepted by NCCI Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

74 Adding Endorsements

75 Adding Endorsements

76 Cancellation/Reinstatement/Nonrenewal Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

77 Cancellation

78 Cancellation

79 Cancellation

80 Cancellation

81 Cancellation

82 Cancellation Successful submission confirmation Cancellation record Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

83 Noncompliance and Compliance Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

84 Noncompliance

85 Noncompliance Real time processing Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

86 Add Compliance Real time processing Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

87 Add Correction to Premium Real time processing Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

88 Submitting Policy Changes Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

89 Deleted Record

90 Restore Feature Restore Deleted feature record Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

91 Restore Feature

92 Restore Feature

93 Restored Name

94 Add a Policy

95 Add a Policy

96 Add a Policy

97 Processing Queue

98 Processing Queue

99 Processing Queue

100 Search Results

101 Add a Renewal

102 Add a Renewal

103 Add a Renewal Previous Keys Advanced by a year Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

104 Add Renewal

105 Recap Edit your data Expand arrows indicate more details Next to records that can be deleted Restore previously deleted records Add a record Save your data Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.

106 Thank You for Viewing Policy Data Collection Adding, Updating, and Correcting Policy Data For questions or additional information, please contact our Customer Service Center at: 800-NCCI-123 ( ) ncci.com, click Contact Us

Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved. Policy Data Collection Proof of Coverage Notice/Binder

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