Searching for Entities

 

• Company/Firm Search

• Show more search criteria

• iSite+ Reports Page

• Preferences

• Business Entity Search

• Individual Entity Search

• Summary Reports

• Utilities Search

The Company/Firm Search link searches both the financial database and the market database.  The financial database is searched first and a secondary search is available for a more in-depth market data search.  The financial search will only retrieve companies that have cocodes assigned to them.  The market search will include entities with and without cocodes.  The option for the market search is located at the bottom of the Company Search Results display.  You may need to scroll down to find it.  It is called the "Click here to search the Market Info Database" link. 

The bottom section of the Company/Firm Search page includes market specific search fields.  When entering criteria here, the search will return market "Lookup Results," thus bypassing the financial database and going directly to market information.

Show Advanced Search Options
More search criteria is available for you to narrow your search and focus on specific companies.  Clicking the Show more search criteria link provides many additional fields for advanced searching capabilities.  Note that when you use this option all existing search criteria will be reset (erased).  If you plan on using this feature, click it first, then enter your search criteria.  The field labels are links for "Quick Help" regarding the use of that field when performing a search.  A sample of the fields available include; State, Schedule T, FEIN, Analyst Team Level, Country and more.

iSite+ Reports Page

Company Firm Search

1. Enter the search criteria to locate a company or companies.

2. Other Criteria can be entered by clicking the "Show Advanced Search Options.

3. You must complete at least one search criteria field. (NOTE: Some criteria require you to enter additional criteria. If you complete the City field, you must also complete the State field. If you complete the Business Written field or the Licensed field, you must also complete the State field.)

4. The Statement Type field has an "all" selection, so that searches are not limited to a specific statement type (NOTE: Financial reports for multiple companies still require all the companies in the company list to abide by the same statement type. Once companies of a given statement type have been moved into the Cocode Frame (on the left), you can only add more companies of the same statement type, or replace the company list completely with companies of a different statement type). If you select ALL statement types, then the resulting company list is grouped by statement type.

5. The Active Status field is based on the Company Period table, rather than the most recent data year's Active Status (i.e. you'll get active as of the current date). The Active Status field allows you to select Active, Inactive, or Both Active and Inactive companies.

6. To search for multiple entities separate each entry in the criteria field by a comma. (NOTE: To retrieve multiple entities using the Company Name or FEIN criteria fields, the entries must be an exact match.)

7. Once the criteria has been entered, click the Search button. 

8. The Company Search Results is now shown with the selected company/companies you wish to review. Place a check in the Cocode check box next to the company name for each company you want to review. Click the Select button. The Company Select box will populate with your choices.

9. Use the Check/Uncheck All feature at the top left corner of each statement type on the Company Search Results page to choose all of the selected companies

10. A total of companies is available.

Report Categories –  Each report is categorized according to it’s use.  The user may select a report by clicking on the appropriate link.  In addition, after choosing the Report Categories link, a category labeled OTHER will be displayed.  This will provide links that provide additional options that are not necessarily tied to reports.

View Button 

• Select one or more companies from the Company Select List box.

• Select a report category and click on the check box next to the individual report, or click several reports within that report category, and scroll down to the bottom.

• The user can select more than one report category, such as Pick A Page, Profiles, Scoring, and choose multiple reports within a given search.

• Click the View button to see all the selected reports.

Download Button

A downloadable file will be created for each report when the Download button is clicked. Several different zip applications can be used to read this file format.  You can obtain some of them from the Downloads page of iSite+. 

• Select one or more companies from the Company Select List box.

• Choose the file format you want the reports to be in. This dropdown box is in the Activities    frame. Choose between HTML (the default), CSV, TAB, RTF, or XML. (Note: using the RTF format will provide commas in numbers on several of the report types).

• Select a report category and click on the check box next to the individual report, or    click several reports within that report category, and and scroll down to the bottom.

• The user can select more than one report category, such as Pick A Page, Profiles, Scoring, and choose multiple reports within a given search.

• Click the Download button.

• When the download process asks you to save the file or open it from it’s current location, select Save to disk.  When the window opens asking to specify a file name and location, either use the default file name (IsiteReports.zip) or type in a file name that ends with the “.zip” extension (for example, Mydownload.zip).

• These files can then be opened from that specific location.

 Print Button

• Select one or more  companies from the Company Select List box.

• Select a report category and click on the check box next to the individual report, or click several reports within that report category, and scroll down to the bottom.

• The user can select more than one report category, such as Pick A Page, Profiles, Scoring, and choose multiple reports within a given search.

• Click the Print button.

• The Activity window will display the list of reports to be printed as well as instruction steps for printing all reports. 

• To Print all the selected reports click the Print All button.

• Choose the Options tab from the print dialog box.

• Click the "Print all linked documents" check box then click the Print button.

• You must have Internet Explorer as your browser to use this Print All function.

Preferences

The Preferences link will allow the user to define their default home page, set default year on the reports page and turn on or off tool tips.

• Saving reports will save all reports listed

• Scroll to the bottom of the screen

• Click Current Report List button

• Click Save Current Selected Reports

• When the prompt window appears enter a name you would like to give to this saved reports file. Note: report name can contain upto a 100 characters.

• Click the OK button in the prompt window.

• Click the Current Report List Button
• Under My Existing Reports, select your reports.

• Click the Current Report List Button
• Under Manage Your Reports List, select your reports.
• Select your reports and click the delete button.

• Select the Companies
• Click the Company List button
• Click the Save Current Selected Companies
• When the prompt window appears enter the name you would like to give to this saved companies file.
• Click the OK button in the prompt window.

• Click the Company List button
• Under My Existing Company Lists, select your company

• First load companies from Company List button
• Add or Remove companies to or from your list of companies
• Save companies using the same preference name used to load the companies

    To Delete a companies file

• First load companies from Company List button
• Under Manage Your Company List
• Click Delete an Existing Company List
• Select your reports and click the delete button.

This type of search is used to locate firms (companies or producers) to view available information, such as Relationships, Regulatory Information Retrieval System and Special Activities Database. This information relates to how firms and individuals conduct themselves in the insurance marketplace.

To conduct a Business Entity search:

• If you are logged in, click the Business Entity Search link under the Tools tab.
• Enter the Search Criteria to locate a firm.
  
  - Available search criteria are as follows. NOTE: For definitions of unfamiliar terms, see the Glossary.
  - Firm Name
  - FEIN (must be entered in the format ##-#######)
  - Company Code
  - License Number
  - License State
  - City
  - State
  - Zip Code
  - Entity Number
  - Group Code
  - Alien Number

• Once the "Tips" option has been checked at the bottom, the user can place their mouse pointer over a field to see additional information about that field. 
• You must enter at least one search criteria. (NOTE: Some criteria require you to enter additional criteria. If you complete the City field, you must also complete the State. If the Business Written or Licensed fields are completed, the State field must also be completed.)
• To search for multiple entities separate each entry in the criteria field by a comma. (NOTE: To retrieve multiple entities using the Firm Name, FEIN, License Number, City, Alien or Exam Number criteria fields, the entries must be an exact match.)
• To list the entities matching the search criteria, click the Search button located below the criteria.
• Note that after two minutes of searching the screen will display a "Transaction Failed" error message, however the system will then return valid search results.
• The results of the search are displayed and can be used to select a specific company and/or report to view. Select the report to view by clicking the link in the column to the right of the company. If the database does not contain data for a specific entity, "NA" will be displayed.
• Results can be sorted by clicking on the column header.
• Columns can be resized by clicking and dragging the line separating the column headers.
• The dates displayed indicate the following:-

  - Regulatory Actions: The date displayed next to the link will be the most current effective date of the regulatory actions associated with the identified entity.

  - Complaints: The date displayed will be the most current complaint closed date of the complaints associated with the identified entity.

  - Special Activities/1033 Activity: The date displayed will be the most current effective date of the activity associated with the identified entity.

  - Producer Licensing: The date displayed will be the most current date last modified.

  - Exam Tracking: The date displayed will be the most current date last modified.

   

This type of search is used to locate individual producers (such as agents) to view available information, such as Producer Licensing, Complaints, Relationships, Regulatory Information Retrieval System (RIRS) Actions and Special Activities Database. This information relates to how individuals conduct themselves in the insurance marketplace.

    To conduct a Market Individual search:

1. If already logged in, click the Market Individual Search link under the Tools tab.
2. Enter the Search Criteria to locate an individual producer, such as an agent.
   
   Available search criteria are as follows. NOTE: For definitions of unfamiliar terms, see the Glossary.
   - Last Name
   - First Name
   - Middle Name
   - SSN
   - License Number
   - License State
   - Date of Birth ( a calendar icon is available to assist searches on this field)
   - City
   - State
   - Zip Code
   - Residence State
   - National Producer Number

Summary Reports are standard reports that provide a variety of Financial and Market information. Most of these reports provide information relating to a group of cocodes, National Producer Numbers, or entities with similar attributes (e.g. companies that write business in a particular state) rather than individual companies.

1. Click the blue Summary Reports link under the Tools tab.

2. Select the Financial or Market Summary Report to generate from the two lists displayed on the page.

3. To see a description of a report, select the specific report and click the description button to the right of the list.

4. After you have selected the report to generate, click the Submit button to the right of the list.

5. A criteria page will display where you can enter the desired criteria for the selected report.

6. Complete the criteria fields desired. (NOTE: if a criteria field is marked with an asterisk (*) the field is required and data must be entered in that field to generate the report.)

7. Click the Submit button to generate the report.

Utilities are tools available within IiSite+ that are used for such things as determining system usage, document sharing and application statistical information.