Stop Processing. Start Solving.
Add Your Turn your Account Managers into technical experts who catch errors, retain clients, and support your producers.
For Support Staff of CWCA Agencies Only
THE PROCESSOR
- Copies data from last year's forms
- Forwards audit bills without checking them
- Deads the "Why did my rate go up?" call
Result: Just Admin Support
THE SPECIALIST
- Validates data BEFORE the application
- Audits the audit to find hidden refunds
- Explains the Experience Mod with confidence
Result: Client Retention Engine
- Module 1: The Institute Process
Aligning with the Producer
- Undertanding the CWCA sales strategy
- Why bidding and quoting is not the solution
- Module 2: The Experience Mod
Navigating the Math
- Understanding the Mod
- The most important day of the Workers' Comp Year
- The importance of the minimum mod
- Module 3: Injury Prevention and Injury Management
The Anatomy of a Claim
- The importance of prompt injury reporting
- Helping clients implement a Recovery-at-Work Program
- How to avoid hiring a claim
- Module 5: The Premium Audit
Stop the Overcharges
- 75% of audits are wrong
- Understanding classifications and how they are applied
- Finding "excluded remuneration" that puts money back in the client's pocket
- Module 5: Putting It Into Action
Retention Tools
- Putting the process into action