Requesting Policy Updates

How to add states, class codes, locations, change officers, or switch your payroll provider during an active policy term.

Intermediate 6 min read For Employers

What you'll learn

  1. Part A: Request policy changes
  2. Open your policy detail page
  3. Click "Request Updates"
  4. Select change types and submit
  5. Part B: Change your payroll or software provider
  6. Go to Payroll Configuration
  7. Choose and confirm your new provider
How requests work. Only your carrier can directly modify policy data. When you need a change, you submit a request. Your carrier reviews it and applies the change. You're notified by email at every stage.
A

Part A: Request Policy Changes

Add states, class codes, locations, change addresses, or update officer information.

1

Open Your Policy

Navigate to your active policy's detail page.

From the sidebar, click Policies, then click on your active policy. You'll see your policy details: status, effective/expiration dates, carrier, states, class codes, and premium summary.

Policy detail page
Your policy detail page shows all current information — states, class codes, locations, premium, and payroll totals.
2

Click "Request Updates"

Open the change request modal.

Click the "Request Updates" button at the top of the policy page. A modal window appears asking what you'd like to update.

Request Updates modal
Select all change types that apply from the grid. Each has a clear label and description.

The available change types are:

Change TypeWhen to Use
New statesYour business is expanding to a new state
New class codesYour employees are doing new types of work
New locationsYou opened a new office or job site
Closed locationsYou closed an existing location
Address changeAn existing location has moved
Officer changesCompany officers have been added, removed, or updated
3

Provide Details & Submit

Fill in the specifics and send the request to your carrier.

After selecting a change type, additional fields appear. For example:

  • New states — search and select the state(s) you're adding
  • New class codes — search and select the class code(s)
  • New locations — enter the full address
  • Address change — provide old and new address

Add any helpful notes in the Additional details text area, then click Continue to review and Submit.

Track your request. You can check the status of all your requests anytime from the Requests page in the sidebar. You'll also receive email notifications when your carrier takes action.
B

Part B: Change Your Payroll or Software Provider

Switching payroll companies or software providers is a separate flow from the Payroll Configuration page.

1

Go to Payroll Configuration

Navigate to the provider settings for your account.

From the sidebar, click Payroll Configuration, then select the Software / Provider tab. You'll see your current providers listed.

Payroll Configuration — Software / Provider tab
The Software / Provider tab shows your current payroll and software providers with a "Change Provider" button.

Click the "Change Provider" button next to the provider you want to switch.

2

Reason, Selection & Confirmation

A 3-step wizard walks you through the change.

Step 1: Why are you changing?

Select the reason for the switch:

Reason for change selector
Choose from common reasons: better service, cost concerns, quality issues, restructuring, or provider no longer available.

Step 2: Select your new provider

You have three options:

Option A: Pick from the directory — browse or search 37+ registered providers and click "Select."

Provider directory grid
A searchable grid of all registered software companies with logos and "Select" buttons.

Option B: Enter manually — if your provider isn't listed, enter their company name and contact email. This requires admin approval.

Manual provider entry form
If your provider isn't registered, enter their details manually. An admin will review and onboard them.

Option C: "I'll provide one later" — your policy will be placed on Active On Hold.

Policy on hold warning
Warning: choosing "later" sets your policy to Active On Hold. A banner appears on your account until you connect a new provider.
Important. If no payroll is reported and no provider is assigned, your policy may be at risk of cancellation. Only choose "later" if you're actively looking for a new provider.

Step 3: Review & confirm

The final step shows a summary: your reason, the old provider, the new provider (or "None — on hold"), and what happens next.

Review and confirm provider change
Review the change: reason, old provider, new provider, and next steps. Click "Confirm Change" to submit.

Click "Confirm Change" to submit. The admin and carrier are notified, and your new provider will be linked to your account.

Continue learning

Previous Policy Renewal How to confirm or request changes when your policy renews. Next tutorial Payroll Company Onboarding Setup guide for payroll companies joining the platform.