Q11 — CarePoint Broker Portal | Underwriters Technologies

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CarePoint

Patricia Vance

Pacific Coast Insurance Group

My Accounts › Book of Business 6 Active Policies

My Book of Business April 2025

Insured	Policy #	Effective	Expiration	Premium	Status
Apex Mechanical Contractors General Contractor — CA	WC-2025-04471	03/01/2025	02/28/2026	$142,880	Active
Sunrise Hospitality Group Hotel & Restaurant — CA, NV	WC-2025-04512	01/01/2025	12/31/2025	$89,340	Active
Pacific Coast Logistics LLC Trucking & Warehousing — CA, OR, WA	WC-2024-03887	07/01/2024	06/30/2025	$217,550	Renewal Pending
Sierra Construction Partners Framing & Concrete — CA, NV	WC-2025-04609	02/15/2025	02/14/2026	$334,120	Active
Redwood Home Health Services Home Health & Nursing — CA	WC-2024-03641	05/01/2024	04/30/2025	$58,900	Audit In Progress
Valley Agricultural Services Farm Labor & Equipment — CA	WC-2025-04733	04/01/2025	03/31/2026	$73,260	Bound — Pending Docs

Recent Activity

Activity Feed

Live

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New claim filed — Sierra Construction Partners (WC-2025-04609). Laceration injury, Claim #CLM-2025-08831. Reserve set at $18,400.

Today, 9:14 AM — pushed from CareWest Claims

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Renewal notice issued — Pacific Coast Logistics LLC (WC-2024-03887) expires June 30. Renewal quote ready for review. Est. premium: $231,800.

Yesterday, 4:47 PM — Renewal & Retention

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Audit initiated — Redwood Home Health Services (WC-2024-03641). Physical audit scheduled May 12. Payroll records requested via portal.

Apr 9, 2025 — Premium Audit

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Endorsement processed — Sunrise Hospitality Group. Additional location added (Laughlin, NV). Endorsement #END-2025-00412. Premium adjustment: +$4,220.

Apr 8, 2025 — Policy Changes

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Documents available — Valley Agricultural Services (WC-2025-04733). Declaration page and loss control inspection report uploaded to Documents.

Apr 7, 2025 — Document Management