My Company Information
The "My Company Information" section of the enrollment process collects information about your company and the work you will be performing for the contract.
The "Company Information" page is where your company details are entered. Some of the fields will already be completed based on the information that is in your My Profile screen or that was entered by your administrator. Verify the information in the fields that are already completed and enter any missing information in the fields that are blank.
You cannot change your company name, legal status, or FEIN on this screen because this information is tied to other contracts you have in the system and to the CIP policies you are provided while working on the project. The administrator must let the insurance carrier know of any changes to this information, so you must contact your administrator to change those fields.
If you have been given permissions by your administrator to do so, you will have a green link available on some fields to add new information, such as a new address or license number.
Contact Information
The "Contact Information" page is where the contact information for the primary contact on the contract is provided. Verify the information already entered, and complete any missing information in the blank fields.
If additional contacts have been requested, there will be drop-down fields below the “Primary Contact” section for those contact types. Select the appropriate contact from the drop-down for each additional contact type requested, then click “Continue”.
Contract Details
The "Contract Details" page is where basic information about your contract is entered, such as the Estimated Contract Value, Estimated Payroll and Hours, Estimated Start and End Dates, and Scope of Work.
Complete the fields with the details pertaining to your contract.
Answer any additional questions listed below the “Scope of Work” field, then click “Continue”.
WC Class Codes
Add any Workers’ Compensation Class Codes tied to the work you will be performing for the contract. Add the estimated payroll and hours for each class code. If the insurance cost is being tracked, you will also have a field to enter the rate for each class code. Use the “Add Class Code” button to enter this information for each additional class code.
The rate for your class codes can be found on the rate page(s) within your company’s insurance policy documents. This information is not on your Certificate of Insurance that outlines the coverage provided for each policy type. If you cannot find the rate information in your documents, contact your agent for the information.
My Company Information Summary
When you click “Continue” on the last page of a section, you will see a summary of the information you entered for the section. Review the information for accuracy, using the “Edit” button to update information as needed.
Once you have reviewed the information, click "Continue" to move to the next section.