Welcome to Mod Advisor. Work through these steps in your first week and you'll be ready to run a full mod review for a client.
Step 1: Set up
Log in and set your password from the welcome email. If the invitation has expired, select Forgot password on the login page.
Complete your profile. Add your mobile number for two-factor authentication, and a public contact phone if you don't want your cell on reports. See Managing Your Profile and Two-Factor Authentication.
Customize your homepage. See Customizing Your Homepage.
Set your column defaults for the Claims, Policy, Payroll and Loss Run screens. See How to customize your column view.
Step 2: Your first account
Import a bureau worksheet by dragging the PDF onto the homepage. Mod Advisor creates the account for you. See How to Upload a Bureau Report.
Review the Results tab to see the current, minimum and controllable mod. See Understanding the Results Tab.
Generate AI Insights and try Ask AI. See AI Insights and Ask AI.
Check the Classification tab so the account benchmarks against the right industry.
Step 3: Go deeper
Add claim detail by importing a loss run. See Uploading and Working with Loss Runs.
Explore the Intelligence tab. See Using the Intelligence Tab in a Mod File.
Build a claim scenario to show the cost of an indemnity claim vs. a medical-only claim. See How to create a Scenario.
Create a future mod to project next year. See How to Create a Future Mod.
Step 4: Reports and pricing
Build a client package in the Report Center and save it as a template. See Reports Overview and How to Save and Share Report Templates.
Run Rate Advisor to compare estimated premiums by carrier. See What is Rate Advisor.
Step 5: Share and keep learning
Share a mod file with a client. See How to Share a Mod File with a Client.
Watch Experience Mod 101 in the Webinar Center.
Bookmark the Solution Center for risk management resources to send clients.
Need help?
Search this knowledge base, or select Support Request from the left menu. See How to Contact Mod Advisor Support Team.