Workers' Compensation Underwriting Platform — evaluate risk eligibility across markets.
2. Track
IS
CRM HUB
Accounts by market
3. Document
DocuHub
PayGo & PEO price indications
Documents
Forms, agreements and SOPs
Templates
Standard templates and checklists for the WC underwriting workflow
Carriers
Appetite, states & contacts
4. Coordinate
WED10JUN
Calendar
Meetings, time off & holidays
Weekly Meeting
12 entries · Jun 8 – Mar 30
Directory
Insured Solutions · 15 contacts
5. Administer
Activ & Bonus
Daily activity & monthly scorecards
David - Tracker
Sales rep tracker
Workbook analysis
Chart a spreadsheet in your browser
Time Off Request
Absenteeism & time off form
Breaks
Games
Trivia General & more
Account Management
1. Submit
DocuHub
PayGo & PEO price indications
Emails
Templates & correspondence
2. Track
CRM HUB
Accounts by market
Submission Tracker
Coming soon
3. Finalize
Payment Authorization Forms
biBERK, CNA & Markel
Activ & Bonus
Daily activity & monthly scorecards
Workbook analysis
Chart a spreadsheet in your browser
Time Off Request
Absenteeism & time off form
Breaks
Games
Trivia General & more
DocuHub
Pick the programme the indication is written on.
PayGo
Vensure or E-3 PayGo price indication
PEO
E-3 PEO price indication
Or fill another DocuHub document.
Invoice
Safety Program Service Fee invoice
Invoice
$
PayGo Indication
StateClass CodeRate (%)Payroll ($)Row Total ($)
$
One-time, non-refundable — printed in the Administration table.
Charged on the total payroll and shown as its own ADMIN line on the indication.
$
One-time, non-refundable.
$
One-time. Left blank on the indication if there is none.
The sum of every row above, plus the administration line where the market charges one — add rows for every state and class code the account is rated on, and this follows automatically.
PEO Indication
StateClass CodeRate (%)Payroll ($)Row Total ($)
Printed on every line of the rate table. Left out of the totals below.
$
One-time, non-refundable — printed in the Administration table.
The sum of every row above — add rows for every class code the account is rated on, and this follows automatically.
Time Off Request
Report it in Midasoft first — this request cannot be filed until it is.
Enter the duration as hours:minutes:seconds. It's converted to decimal hours when exported to Excel (1 hour = 1, 30 min = 0.5, 15 min = 0.25, etc.).
Shown in the Detail column of the Excel export.
Submitted requests
Workbook analysis
Workbook analysis
Choose an .xlsx, .xls or .csv — or drop one anywhere on this card.
Nothing is uploaded. The file is read in this browser and never leaves it.
Performance
Monthly spreadsheet
The sheet needs SubDepartment, Year, Month, Solvo ID, Name, ActivTrak,
Tardiness (%), Absences (%), Error Rate and KPI’s (%).
Columns are found by their heading, so their order does not matter.
Preview
Filters
Scorecards
By team
By leader
Rating distribution
By KPI
Top performers
Needs attention
Monthly trend
Teams, KPIs and ratings
Audit log
Activ & Bonus
Import docsNothing is visible to anyone else until you publish
Everybody writes to these. Only you can change them.
Send to
Accounts
Loss Runs
Request loss runs from a carrier without rewriting the same email each time.
Pick the carrier and policy period
Auto-fill the named insured and FEIN
Send to the carrier contact on file
In design
Endorsements
Draft mid-term change requests — add a state, class code, or named insured.
Choose the change type
Set the effective date
Route to the right underwriter
In design
Policy / COI
Request certificates of insurance and policy copies for a bound account.
Select the bound account
Add certificate holders
Send the request with one click
In design
Other
A free-form template for anything that does not fit the categories above.
Start from a blank template
Pull any contact from the directory
Keep the same subject-line format
In design
Marketing
1. Accounts
Account info
The outreach list, imported and exported as Excel — one list for the desk.
Account info
Accounts
0
on the list
Appointments
0
APT
Presentations
0
PST
Sales reps
0
working the list
Contactable
0
with a phone or e-mail
Accounts by company program
Group by
Chartspick more than one to show them together
Depthcolumns and bars stay exactly proportional in 3D
Nothing imported yet. Use Import Excel to load the outreach report —
its first row should read DATE, COMPANY, NAME, PHONE, EMAIL, REP, DATE2, Time Zone,
Company Program, CALL, STATUS.
Account
Outreach
What the report records about working this account.
Marketing Questions
What the agency told us. Saved with the account, for whoever calls them next.
Is this person the only Workers Compensation producer?
Voice record
Audio from the call, kept with the account. Up to 1.4 MB a file.
New account
Admin
Pending Account Requests
System users
Hand over the password; the hash is what the Worker's table stores. Neither is saved anywhere by pressing this — it is worked out in your browser and shown once.
No account matches that filter.
Email
Name
Role
Source
Create new user
Desk content
What everybody else reads. You are the only one who can change it.
Access & maintenance
Take the HUB off the air while you work on it. Your own access is never suspended.
Open
Everybody has their usual access.
Teams — these cannot sign in at all
Admins are never suspended — they are who lifts the suspension.
Sections — closed for everybody, sign-in still works
Shown on the notice. Nothing turns itself back on — you always lift it by hand.
People — block one person or several
Nobody picked
Blocked now 0
Markets
Links
Crane
Class code rates
The Analyzer prices with the published NCCI table. A rate here replaces it for that state and class code; remove the row to go back to the published one.
NovaIS
Scheduled maintenance
We are performing scheduled maintenance. We’ll be back online shortly. Thank you for your patience.
The search reads the name, the notes and every excluded risk.
Directory
Insured Solutions
No contacts found
Try a different name or email.
CRM HUB
Total accounts
0
unique accounts
Markets sent
0
submissions
Quoted
0
—
Open
0
not closed yet
Premium
$0
total on record
every filter has to be true at once — they narrow, never widen
Records by status
Group by
Chartspick more than one to show them together
Comparisonmeasured in premium, over the rows the filters left
Depthcolumns and bars stay exactly proportional in 3D
Records per month, and where this is heading
Premium per month, and where this is heading
Read-only view — your account can see these accounts but not change them.
Submission Overview
UW Review Summary
Overview of markets reviewed for this submission.
Workers' Comp Analyzer review
Saved when this account was analysed. Nothing here is recalculated.
Markets in Progress (Fit)
Are you sure you want to create a New Submission?
Duplicate Account
Please request a BOR (Broker of Record) before proceeding.
Account already in NOVA
This account was entered into NOVA on the following dates
1. Do you already have the BOR (Broker of Record)?
2. Would you like this account to be entered into the NOVA Tracker?
Answer both questions to continue.
Add record
Account
Library
Pricing Console
Total Premium$0.00
David - Tracker
Save to HTML downloads a fresh copy of this file with everything currently in the tracker baked in as the starting data — useful as a backup or to move your tracker to another computer. It does not overwrite the original file automatically; replace it manually (e.g. re-upload to SharePoint) when you're ready.
0 entries
0 completed
0 hold
0 pending
0 declined
Last 6 months
Chart
Entries by status
Top sales reps
Entries per month, and where the year is heading
Date
Quote/Policy ID
Account name
Type
Sales rep
Status
Notes
No entries match your filters
Try adjusting the search, status, or rep filter above.
New entry
Calendar
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Upcoming
No upcoming meetings.
No meetings this day
Click "Add" above to schedule one.
New meeting
The Analyzer's email
Click to insert
Click to insert
Style — every email the app writes
Carrier rules
Add or remove excluded risks, class codes and states without editing the file.
Changes apply after reload and are saved in this browser (included in your backup).
Backup & restore
All app data lives in this browser only. Clearing browsing data erases it permanently.
Download a backup regularly and keep it somewhere safe (OneDrive, shared drive, email to yourself).
Not included: your Anthropic API key, login session, and password-reset codes — these are
intentionally excluded so a backup file can be shared or stored without leaking credentials.
Speech is recognised by the browser’s service, not on this machine — the audio leaves it.
Fine for yes, no and commands; dictating a description sends a real account’s words away,
so that one asks you to confirm before it is typed. Speaking back is entirely local.
Run market fit analysis
Based on states, premium, mod, exposures and risk description — each market will be checked and restrictions flagged.
Action required — submission notes
No alerts — all reviewed items look complete.
Market fit results
0 markets0 possible fit0 review0 excluded0 blockedEst. premium —
PEO / PayGo markets unavailable
Unfortunately, there are no PEO/PayGo markets available for this account due to the low premium.
Sent to market
Mark the markets this submission was sent to. Each Yes becomes a record in CRM HUB.
0 selected
Email template
Submission summary email
Copy plain text for Outlook / Gmail
Copied to clipboard — ready to paste
NovaStudio
Data
Excel and CSV files — from this computer or a cloud link. Every Excel table and every block of data becomes a table.
Model
Relate tables so a filter on one narrows the numbers on another.
Activ & Bonus
Load any workbook, build the charts, and publish them to Activ & Bonus for everyone.
Slides
Arrange the visuals into screens, then present them full-screen.
Clock
--:--:--
---
Local time
00:00.00
No alarms set
Somebody else is already off those days
Closing this keeps it to the side of the form.
Days already taken
Calculator
0
Claims Organizer
Assign claims to their correct policy period
Policy periods (synced with Loss run — policy periods)
Add a period below, or close this window and use "Add period" / "Auto-fill periods" in the Loss run section.
