Mod Files

How to Combine Mods After an Acquisition

When a client acquires another business, the bureau may combine the two companies' experience into one mod. Mod Advisor lets you combine the two mod files so you can see the combined result.

How to combine mods

  1. From the dashboard, open the Actions menu on the client's mod file.

  2. Select Combine.

  3. Choose the mod file of the acquired business.

  4. Review the combined file.

Confirm: the exact menu label, whether both mods must be in the same account, whether the result is a new mod file and what file type it gets, and how rating effective dates are handled.

Combine vs. merge

  • Combine mods: joins two different companies' experience after an acquisition.

  • Merge duplicate accounts: cleans up two accounts that were created for the same company. See Merging Duplicate Accounts.