Okay, so today we are going to go through the Accord 1:30, and this is the work comp application. There's a lot I want to talk about, and I'm going to try to keep it as concise as possible. But if you have questions, as usual, just send me an email. LANSTROM, as we go through, and then I'll open it up for questions at the end. I'm going to start with the easy stuff, and we're just going to work on through this together. So, for starters, if I get the date right, that's not a good sign. Here, maybe I shouldn't have this on a Friday. Okay, you can leave this section here blank if you're sending it into Access Plus. Otherwise, you put your agency's information here. We are going to put down the applicant's name, and we're just going to say this is an actual. I'm going to use HVAC as an example for this. HVAC, and we're going to say it's a corporation. Again, if it's an individual, you'd put Joe Smith DBA Joe's HVAC. The insured would be the person's name, but in this case, it's a corporation, so we're just going to list out the actual entity. We do need an actual phone number. In fact, by "we," I mean the carriers. If we don't have a phone number, a lot of types of carriers can't process the quote because that's how they log it in their system. So, I'm going to hit this here right now because this is where everyone always forgets to put this, and that's years in business. This is a required field for carriers to proceed with a quote. So, just make sure you don't skip this. Amongst all these other fields that you don't have to fill...
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Video instructions and help with filling out and completing Fill Form 5495 Compensation
