EO Sales Portal CRM

New

Awaiting Docs

Quote Sent

Pending Signatures

Client Name	Broker	Submitted	Status	Agent
Acme Warehousing Corp FEIN 35-2557720 · 123 Main St, Compton CA	Robert Smith Hub International	04/10/26	New	V. Marquez
Vanitas Manufacturers LLC FEIN 88-7654321 · 1456 Industrial Pkwy, Gardena CA	David Park Hub International	04/09/26	New	V. Marquez
Stonewall Corp FEIN 22-9876543 · 890 Elm St, Ontario CA	Mariana Cruz McRae Associates	04/08/26	Awaiting Docs	S. Lee
Globe Con Freight FEIN 55-3456789 · 18 Pier Ave, San Pedro CA	Jane Doe Marsh MMA	04/06/26	Quote Sent (v2)	S. Lee
Binex Line Corp FEIN 71-2233445 · 500 Commerce Dr, Fresno CA	Robert Smith Hub International	04/05/26	Pending Signature	V. Marquez

Active

Overdue

Due This Week

On Track

Client	Period	Start	End	Days Left ↑	Agent
Acme Warehousing Corp FEIN 35-2557720 · 123 Main St, Compton CA	90-Day	Jan 17, 2026	Apr 17, 2026	OVERDUE	V. Marquez
Riverside Logistics FEIN 77-3344556 · 4500 Jurupa Ave, Riverside CA	90-Day	Feb 1, 2026	May 2, 2026	14 days	M. Scott
Tradelink Transport FEIN 63-9921445 · 2200 E Artesia Blvd, Compton CA	90-Day	Feb 4, 2026	May 4, 2026	17 days	D. Schrute
Globe Con Freight FEIN 55-3456789 · 18 Pier Ave, San Pedro CA	90-Day	Mar 28, 2026	Jun 26, 2026	70 days	D. Schrute

Needs Assignment

Assigning

Announcement Pending

Total Active

Client Name	Service	Payroll	Signed	Jobsites	Assigned	Status	Agent
Acme Warehousing Corp FEIN 35-2557720 · 123 Main St, Compton CA	WC + Payroll	$1,000,000	04/10/26	2	0/2	Needs Assignment	V. Marquez
Globe Con Freight FEIN 55-3456789 · 18 Pier Ave, San Pedro CA	WC + Payroll	$740,000	04/08/26	3	1/3	Assigning	D. Schrute
Stonewall Corp FEIN 22-9876543 · 890 Elm St, Ontario CA	WC Only	$280,000	04/06/26	1	0/1	Needs Assignment	M. Scott
Vanitas Manufacturers FEIN 88-7654321 · 1456 Industrial Pkwy, Gardena CA	WC + Payroll	$1,850,000	04/02/26	4	4/4	Complete	D. Schrute

New

Awaiting Broker

Quote Sent

Pending Signatures

Client	Submitted	Jobsites	Status	Agent
Acme Warehousing Corp FEIN 35-2557720 · Existing active client	04/18/26	2 new jobsites	New	V.Marq
Binex Line Corp FEIN 71-2233445 · Existing active client	04/16/26	1 new jobsite	New	V.Marq
Globe Con Freight FEIN 55-3456789 · Existing active client	04/14/26	3 new jobsites	Awaiting Broker	D.Schr
Valley Staffing Inc FEIN 46-8891244 · Existing active client	04/10/26	1 new jobsite	Quote Sent (v1)	M.Scott
Riverside Logistics FEIN 77-3344556 · Existing active client	04/06/26	2 new jobsites	Pending Signature	D.Schr

Active

Overdue

Due This Week

On Track

Client / Jobsite	Adv. Rate	Rationale	Start	End	Days Left	Agent
Valley Staffing Inc San Diego Distribution Center 789 Commerce Dr, San Diego · CA	WC 4.50% / Adm 2.00%	Volume growth — client headc… ⓘ Volume growth — client headcount up 35% YoY at this location.	Mar 10, 2026	Jun 8, 2026	52 days	V. Marquez
Trident Alliance LLC Fresno Industrial Campus 1234 Industrial Way, Fresno · CA	WC 5.00% / Adm 2.00%	Client grew headcount 40% YoY… ⓘ Client grew headcount 40% YoY — volume discount warranted.	Apr 1, 2026	May 31, 2026	41 days	V. Marquez
Acme Warehousing Corp. Long Beach Warehouse 456 Harbor Blvd, Long Beach · CA	WC 0.35% / Adm 1.50%	Broker arrangement discount… ⓘ Broker arrangement discount to retain key broker relationship.	Jan 20, 2026	Apr 20, 2026	OVERDUE	S. Lee
Acme Warehousing Corp. Compton Main Facility 123 Main St, Compton · CA	Per Class Code	Multi-code · 8292 + 8810 💎 ⓘ Two class codes at same address, each with independent Advantage Rates and stipulations.	Jan 20, 2026	Apr 20, 2026	OVERDUE	V. Marquez

Needs Assignment

Assigning

Announcement Pending

Total Active

Client Name	Service	New Payroll	Signed	New Jobsites	Assigned	Status	Agent
Acme Warehousing Corp FEIN 35-2557720 · 123 Main St, Compton CA	WC + Payroll	$800,000	04/19/26	3	0/3	Needs Assignment	V. Marquez
Binex Line Corp FEIN 71-2233445 · 500 Commerce Dr, Fresno CA	WC + Payroll	$220,000	04/17/26	1	0/1	Needs Assignment	V. Marquez
Valley Staffing Inc FEIN 46-8891244 · 789 Commerce Dr, San Diego CA	WC + Payroll	$430,000	04/15/26	2	2/2	Complete	M. Scott
Globe Con Freight FEIN 55-3456789 · 18 Pier Ave, San Pedro CA	WC Only	$390,000	04/12/26	3	1/3	Assigning	D. Schrute

Client Name	Service	Payroll	State	Agent	Status
Acme Warehousing Corp 35-2557720 · 123 Main St, Compton CA	WC + Payroll	$1,000,000	CA	V. Marquez	Active🛡️💎
Valley Staffing Inc 46-8891244 · 789 Commerce Dr, San Diego CA	WC + Payroll	$430,000	CA	V. Marquez	Active💎
Trident Alliance LLC 88-1234567 · 1234 Industrial Way, Fresno CA	WC + Payroll	$850,000	CA, TX	V. Marquez	Active🛡️
Riverside Logistics 72-3344556 · 4500 Port Rd, Riverside CA	WC + Payroll	$320,000	CA	M. Scott	Active🛡️
Stonewall Corp 22-9876543 · 890 Elm St, Ontario CA	WC + Payroll	$280,000	CA	S. Lee	In Pipeline
Vanitas Manufacturers 47-1234567 · 2100 Ford Pl, Gardena CA	WC + Payroll	$1,850,000	CA	V. Marquez	In Pipeline
Globe Con Freight 55-3456789 · 18 Pier Ave, San Pedro CA	WC + Payroll	$740,000	CA	S. Lee	Declined — Quote
Instaco LLC 63-7654321 · 55 Fig St, Los Angeles CA	WC Only	$190,000	CA	S. Lee	Prospect
Coastline Freight 41-8877665 · 900 Harbor Dr, Long Beach CA	WC + Payroll	$560,000	CA	V. Marquez	Inactive

Name	Phone	Email	Default Comm%	Active Deals	Status
Robert Smith Hub International	(310) 555-0192	rsmith@hubintl.com	6.00%	12	Active
Jane Doe Marsh MMA	(213) 555-0847	jdoe@marshmma.com	2.00%	8	Active
Mariana Cruz McRae Associates	(714) 779-6999	mariana@mcraeinsurance.insure	0.00% *	0	New
David Park Hub International	(310) 555-0284	dpark@hubintl.com	4.00%	5	Active
Adrian Guttierrez Trident Alliance Broker	(818) 555-0731	adrian@tridentstaff.net	5.00%	2	Active
Sandra Yee Hub International	(310) 555-0463	syee@hubintl.com	3.50%	3	Active
Michael Torres Independent	(562) 555-0918	mtorres@indepbroker.com	6.50%	1	Active

Name	Inbound Address	Comm%	Active Deals	YTD Deals	Status
Vince Marquez vmarquez@employersoutsourcing.com	submit-a1b2c3@eo-routing.com	3.00%	8	24	Active
Sandra Lee slee@employersoutsourcing.com	submit-d4e5f6@eo-routing.com	2.50%	5	18	Active
Michael Scott mscott@employersoutsourcing.com	submit-g7h8i9@eo-routing.com	3.00%	3	11	Active
Dwight Schrute dschrute@employersoutsourcing.com	submit-j1k2l3@eo-routing.com	3.00%	6	20	Active

Jobsite Admins and Super Admins are not listed here. Those roles are managed in User Management. · * [+ New Sales Agent] is visible to Super Admins only.

Active Programs

Total Clients

Total Jobsites

States Covered

Program Name	States	Active Since	Active Clients	Jobsites	Status
Simplify HR Allied National WC	CA, AZ, TX, NV	Jan 2022	14	23	Active
Employer Partners National Holdings	CA, AZ, TX	Mar 2023	8	17	Active
Coastal WC Pacific WC Group	CA only	Sep 2023	6	12	Active
Sunbelt Group Sunbelt Insurance	CA, AZ	Feb 2024	3	6	Active

* [+ New Program] is visible to Super Admins only. All other roles have read-only access.

📂

Brokers

34 brokers on record.

📂

Sales Agents

7 agents on record.

📂

Programs

6 active W/C programs.

Operational

§1 Global Fees

§2 Tax Jurisdictions

§3 Risk Thresholds

§4 Class Code Master Ledger

§5 Automations & Email Routing

§6 Program Registry

§7 Default Quote Rates

Review Queues

§8A Probation Review

§8B Advantage Review

Announcements

§9A Onboarding

§9B Advantage Rate Revert

§9C Client Termination

§9D Jobsite Addition

Compliance

§10 Jobsite Blacklist

§1 — Global Fees

Default processing and penalty fees pre-filled into Phase 6 (Rates sandbox) for every new deal. Can be overridden per deal in the Advanced accordion.

Standard Processing Fees

Fee Type	Current Value	Update
Cost per Live Check	$0.50	$
Cost per ATF Check	$0.03	$
Cost per Employee Tax Filing	$15.00	$
Direct Deposit Fee (per employee)	$0.50	$
W2 / 1095 Charge (per employee)	$1.00	$
ACA Charge (per billable hour)	$0.08	$
Shipping Fee	$10.00	$

Penalty & Exception Fees

Fee Type	Current Value	Update
Return Payroll Fee	$35.00	$
Missing New Hire Info Fee	$25.00	$
Missing Benefits Declined Form	$2,000.00	$

State	Default SUTA Rate	SUTA Wage Base
AL	%	$
AZ	%	$
CA	%	$
TX	%	$

Badge Label	Threshold
OUTSTANDING	X-Mod <
EXCELLENT	to
GOOD	to
AVERAGE	(exact)
SLIGHTLY UNFAVORABLE	to
UNFAVORABLE	to
HIGHLY UNFAVORABLE	X-Mod >=

Code	State	Official Description	EO Label	Risk	EO Will Write
8292	CA	Warehouses—General Merch. NOC	Warehouse NOC	🟡 Medium	Yes
8810	CA	Clerical Office Employees NOC	Clerical Office	🟢 Low	Yes
7219	CA	Chauffeurs & Drivers NOC	Truck Driver NOC	🟡 Medium	Yes
9402	CA	Street Cleaning Operations	Street Cleaning	🔴 High	No
5403	CA	Carpentry—Dwellings 3 Stories	Carpentry NOC	🔴 High	Yes

Agent Name	Role	Inbound Submission Address	Status
Michael Scott	Sales Agent	submit-a1b2c3@eo-routing.com	🟢 Active
Dwight Schrute	Sales Agent	submit-d4e5f6@eo-routing.com	🟢 Active
Jim Halpert	Sales Agent	submit-g7h8i9@eo-routing.com	🟢 Active

Approved Domain	Added By	Date Added
@marshmma.com	Super Admin	01/15/26
@hubinternational.com	Super Admin	01/15/26
@mcraeinsurance.insure	Super Admin	02/03/26

From	Subject	Received	Action
agent@unknowndomain.com	ACORD Submission - ...	04/10/26

Order	Program Name	Carrier	States	Code Filter	Status
#1 ↕	Simplify HR	Simplify HR, Inc.	CA, AZ, TX, NV	All codes	🟢 Active
#2 ↕	Employer Partners	EP Carriers LLC	CA, AZ, TX	All codes	🟢 Active
#3 ↕	Coastal WC	Pacific Mutual	CA	All codes	🟢 Active
#4 ↕	Sunbelt Group	Sunbelt Insurance	CA, AZ	Whitelist ↗	🟢 Active
#5 ↕	National Holdings	NatHold Underwriters	CA, TX, FL	Whitelist ↗	🔴 Inactive

State	Code	Description	Default WC%	Default Admin%
CA	8292	Warehouses—General Merch. NOC	%	%
CA	8810	Clerical Office Employees NOC	%	%
CA	7219	Chauffeurs & Drivers NOC	%	%
CA	5403	Carpentry—Dwellings 3 Stories	%	%
TX	8292	Warehouses—General Merch. NOC	%	%

X-Mod Range	Badge Label	Recommended Probation Length
< 1.00	OUTSTANDING EXCELLENT GOOD
1.00 – 1.19	AVERAGE SLIGHTLY UNFAVORABLE
1.20 – 1.49	UNFAVORABLE
≥ 1.50	HIGHLY UNFAVORABLE

Trigger	Default Timing	Enable / Disable
Approaching end — early warning	days before
Approaching end — final warning	days before
Probation end date reached	On end date
Overdue (no review completed)	days after

Trigger	Default Timing	Enable / Disable
Approaching end — early warning	days before
Approaching end — final warning	days before
Review end date reached	On end date
Overdue (no review completed)	days after

Merge Tag	Resolution
{{enrollment_fee_phrasing}}	fee > 0: "$X collected at onboarding" / 0: "Waived"
{{wc_deductible_phrasing}}	> 0: "$X per incident / $Y stop loss" / 0: "None"
{{safety_incentive_phrasing}}	> 0: "X% reserve, min charge $Y" / 0: "None"
{{probation_phrasing}}	> 0: "X-Day (starts YYYY-MM-DD)" / 0: "None"

Normalized Address	First Rejected	Original Deal	Overrides	Status
789 dock rd san pedro ca 90731	2026-01-15	Acme Warehousing	0	🔴 Blacklisted
4521 industrial blvd houston tx	2026-02-22	Riverside Logistics	1	🔴 Blacklisted
900 valley rd fresno ca 93721	2026-03-05	Valley Staffing	0	🟢 Exempt

👤

My Account

Vince Marquez · Sales Agent · vmarquez@employersoutsourcing.com

Client Analysis

Probation Review

Program Assignment

🏗️ Jobsite Analysis

Advantage Review

Program Assignment — Jobsite

Clients

Brokers

Sales Agents Super Admin: Read/Write

Programs Super Admin: Read/Write

Brokers

Sales Agents

Programs

§1 — Global Fees

§2 — Tax Jurisdictions

§3 — Risk Thresholds & Compliance

§4 — Class Code Master Ledger

§5 — Automations & Email Routing

§6 — Program Registry

§7 — Default Quote Rates

§8A — Probation Review Settings

§8B — Advantage Review Settings

§9A — Onboarding Announcement

§9B — Advantage Rate Revert Announcement

§9C — Client Termination Announcement

§9D — Jobsite Addition Announcement

§10 — Jobsite Blacklist Management

My Account

📍 Blacklist Entry Detail

✏️ Edit Program

🚪 Walk Away — Confirm

📋 Accept/Reject Report — Preview

🔴 Reject Jobsites — Confirm Reasons

✏️ Edit Class Code

✏️ Edit SUTA — CA

Client Analysis

Probation Review

Program Assignment

🏗️ Jobsite Analysis

Advantage Review

Program Assignment — Jobsite

Clients

Brokers

Sales Agents Super Admin: Read/Write

Programs Super Admin: Read/Write

Brokers

Sales Agents

Programs

§1 — Global Fees

§2 — Tax Jurisdictions

§3 — Risk Thresholds & Compliance

§4 — Class Code Master Ledger

§5 — Automations & Email Routing

§6 — Program Registry

§7 — Default Quote Rates

§8A — Probation Review Settings

§8B — Advantage Review Settings

§9A — Onboarding Announcement

§9B — Advantage Rate Revert Announcement

§9C — Client Termination Announcement

§9D — Jobsite Addition Announcement

§10 — Jobsite Blacklist Management

My Account

✅ Record Acceptance

❌ Record Decline

📬 §9A Onboarding Announcement — PREVIEW

📬 §9D Jobsite Addition Announcement — PREVIEW

📍 Blacklist Entry Detail

✏️ Edit Program

🚪 Walk Away — Confirm

📋 Accept/Reject Report — Preview

🔴 Reject Jobsites — Confirm Reasons

✏️ Edit Class Code

✏️ Edit SUTA — CA