Setting Up a New WC Carrier

Employers/PEO’s can purchase workers’ compensation coverage from insurance companies. These insurance companies can be referred to as WC Carriers or carriers. The carrier is a required field to set up on a WC Policy.

This topic describes the process of setting up a new WC carrier. You do this by adding a ClientSpace Organization Detail record with a Category of Carrier.

Organization Detail Record Showing WC Carrier Setup

To add a WC Carrier:

  1. Select Organizations from the ClientSpace modules bar or from the View menu located to the right of the menu bar.

    The Organization Search dashboard displays.

  2. Add a new organization or locate the organization record to which you will add the WC Carrier and click (Open) next to the record. The Organization Detail form displays.

    Note:  If you are adding a new organization and need assistance, refer toAdding and editing Organizations for complete details, including field definitions of all fields on the Organization Detail form.

  3. On the Organization Detail form Home tab () select Carrier in the Category field.

    Note:  The Carrier Details fieldset becomes available on the Other Info tab when you set Category to Carrier. The NAICS field in this section is pre-populated with any selection made in the NAICS field on the Home tab (). For more details on completing the Other Info tab, refer toOrg Other Info tab.

  4. You can also add your insurance carrier contacts to the Action Center Contacts panel by clicking the Add button.

  5. Click Save when finished making changes to the Organization Detail record.