Posted Date: April 13, 2022
This multiyear initiative will modernize and transform the way NCCI delivers key information, starting with our manuals and circulars.
NCCI’s Atlas Initiative will create a new and easier way of navigating nearly 100 years of workers compensation information. We are transforming how we write, manage, and distribute information to provide our stakeholders with answers that are current, direct, and easy to find.
We are mapping key NCCI information that you access every day and creating new connections that provide the personalized information you need. You will be able to search for information by topic, state, and market type, for example, based on customer feedback.
NCCI is using modern industry standards to structure our information by topic to eliminate information overload.
By taking a fresh look at our internal processes for filing changes to rules, classifications, and forms, we will identify processes that we can streamline to provide improved access to information.
NCCI’s Atlas Initiative is in response to our stakeholders’ feedback. It will provide benefits to all types of customers including:
- Regulators, who will benefit from concise and efficient delivery of filings and supporting information
- Carriers, who will be able to consume information in a variety of formats
- Agents, who will have access to classification and
Scopes® Manual information at no charge in the
Class Look-Up tool
We are modernizing NCCI content and including stakeholder perspective to ensure that we format our content so that it is easy to find and immediately used. We are giving NCCI content a look from your perspective to ensure that we design, structure, and optimize it for your needs today and in the future. The content will be topic-based for fast and relevant retrieval and presented in a format that you can quickly scan to provide the most accurate information. This enhanced structure will transform and speed our filing process, so that you will have the information you need more quickly.
Agile Process for Delivery
Transforming 100 years of information takes time to do correctly. Using Agile project management is a strategy for iterative development that focuses on communication and feedback, adapting to change and producing working results as rapidly as possible. You will see continuous improvements to NCCI’s information solutions as we incorporate requested customer requirements, enhancements, updates, and delivery options. So you will see changes over the course of the project with frequent updates to our tools that increase functionality and improve content. Our goal is to provide a transformed experience in a timely manner.
Using Agile methodology, you will see incremental delivery of manual content and/or functionality, meaning that NCCI will start by filing each manual separately in a staggered manner. As an interim solution, NCCI will continue to publish manual content to the current
Manuals Library. As state regulators approve NCCI filings for their states, NCCI will publish those states’ approved manual in PDF for convenience. This is intended to be an interim solution until the new delivery platform is available.
Once an item filing has been filed and approved, NCCI will publish the updated information in the latest state manual PDF. The previous version of the filed and approved state manual PDF will continue to be displayed for your reference.
NCCI is working on a new and improved application that will contain the newly transformed manuals with enhanced functionality, while still providing a link to the “archived”
Manuals Library. The new experience will allow you to compare topics across multiple states, compare content to see the changes made, and ultimately personalize your experience by saving your most commonly referenced information for future use.
NCCI has a proposed content roadmap; however, it is subject to change as we learn more during this project and receive your feedback. We are currently working on the
Basic Manual User’s Guide, the
Assigned Risk Supplement, the
Filing Guide for Rates and Forms, and the
Electronic Transmission User’s Guide. In addition, to be able to provide you immediate access to forms by state, topic, or market type, we intend to move the
Forms Manual to the new system without any format or context changes to the actual forms.
As part of the interim solution, we will include two years of Rates and Loss Costs for each state within the
Basic Manual effective 2021 and Assigned Risk Rates in the
Residual Market Manual in the current Manuals Library Underwriting menu.
NCCI understands that the numbering sequence is important. The numbering sequence that NCCI is implementing will be informational, allowing content to be referenced by our users. In structuring our content by topic level, you should see a reduction in the levels of hierarchy in our manuals. You will be able to quickly scan the table of contents for the topic or topics you need. The new sequencing will allow us to add content for topics at any time, as well as identify the source of the content.
Yes. As part of the initial rollout, NCCI will file the
Basic Manual for each state. We will present the information in PDF and HTML pages on
ncci.com. Subsequent releases will allow comparison by state and you will be able to incorporate nonfiled examples into the appropriate companion manuals and sections. For example, this will include NCCI’s
Basic Manual (filed and approved rules) and
Basic Manual User's Guide (nonfiled examples).
NCCI will create a new structure with specific topics that will allow you to find answers quickly and easily.
Yes. As part of the future enhancements planned for this multiyear project, we are exploring this functionality based on stakeholder feedback. NCCI’s plan is to make continuous enhancements to this new tool as we transform and publish content.
Yes. Over time, as more manual content is transformed and more topics are added to your view, you will be able to personalize your experience by topic, state, and market type.
Yes. Based on feedback from our customers, we intend to provide a new feature that will allow you to perform online comparisons of information by date, state, and topic. This feature will be available on subsequent releases of transformed manual content.
You will continue to have access to previous filed and “retired” manuals in the archived
Manuals Library. In the future, you will also be able to view and print by date and compare previous content to new updates that have been made.
In the future, you will be able to create a manual based on your choice of effective or publish dates in PDF format. Previously filed and retired manuals will be available in the archived
Yes. Based on stakeholder feedback, we created a new
Residual Market Manual that is available by state. This will include all the rules currently in
Basic Manual Rule 4, Assigned Risk Rates, Assigned Risk Premium Algorithms, and Miscellaneous Rules.
Yes. Based on customer feedback and permission received from International Risk Management Institute Inc. (IRMI), SIC and NAICS codes will be included in the
Class Look-Up tool results. Look for a future release of the
Class Look-Up tool in Third Quarter 2022.
Note: Since this is licensed content from IRMI, our stakeholders can only view the content and, like
Riskworkstation™, it is not available to be downloaded.
NCCI’s goal is to evenly distribute filings that require regulators to review complete manuals. To achieve this, we are targeting this multiyear effort to be completed no earlier than 2024.
NCCI has created an interim solution until the new application has been developed. For ease of access, we have included the recently transformed manuals—Basic Manual effective 2021,
Residual Market Manual, and
Scopes® Manual—within the current
Manuals Library Underwriting menu.
Yes. NCCI is in the process of developing prototypes of our manuals, including sample manual PDF versions that are based on your feedback. These illustrative portions of the
Basic Manual and
Residual Market Manual are examples of what you can expect to see in the upcoming release of our new content delivery system coming in Fourth Quarter 2022.
Do not use these prototypes as filed and approved manuals. These prototypes
- contain only portions of manuals
- contain unapproved content, and
- do not reflect content updates made on and after November 1, 2021.
Ultimately, the multistate manual view will be available through our new content delivery system; until then, these illustrative PDF prototypes will provide a glimpse into what it will look like in the future.
Item Filing-Related Questions
- For most states, the
Basic Manual and
Residual Market Manual filings are effective November 1, 2021.
- For Texas, the
Basic Manual is effective April 1, 2022.
- For Florida, the
Basic Manual has yet to be approved.
We do not expect the number of item filings that NCCI submits to change. However, by filing at a topic level, the filing size should be smaller and more easily reviewed. The changes will streamline the review process and reduce the amount of time that carriers will need to implement changes.
We will be changing the structure and numbering sequence of our manuals, which should not result in any significant technology impact. There may be some changes as to how you access or refer to our information. We advise you to review your current process if you are:
- updating your systems
- updating internal SharePoint sites with NCCI content (e.g., links to be updated), or
- using a third-party vendor to maintain your systems.
NCCI can work with you or your vendors during this transition.
Note: Until NCCI launches the new content delivery system for this initiative and the URL path is finalized, links to NCCI content should not be created or updated in your systems.
Yes. We are working with our third-party software vendors that license NCCI content, which supports NCCI Carrier Software Solutions. NCCI is available to assist with any questions during this transition. If you need assistance, please contact your NCCI representative e.g., NCCI’s Customer Service Center (800-NCCI-123), affiliate services executive, or state relations executive.
Virginia Scopes® Manual was eliminated and archived as of February 1, 2020
Tax and Assessment Directory was converted to an online Excel tool as of August 17, 2020
Classification Codes and Statistical Codes Manual was retired on January 1, 2021. The information is available at no charge in the
Class Look-Up tool.
The context of the content will be the same, but we will increase the functionality and delivery options online that we cannot reproduce in a PDF. The new experience will allow you to compare topics across multiple states, compare content to see the changes made, and ultimately personalize your experience by saving your most commonly referenced information for future use.
For the transformed content, we are working on providing a new content delivery system, which is targeted to be released in Fourth Quarter 2022. Until then, the transformed manuals (e.g., the
Residual Market Manual, and any other manuals we finish) will be available in PDF format. NCCI search results will not include results from the PDFs; however, each individual state manual PDF can be searched using the Adobe search feature or simply using “Ctrl-F” for a key word search within that PDF.
We suggest referring only to the manual or the “topic title” when referencing information from the transformed manuals, depending upon how you are citing the content.
You can refer to the Content Reference ID Map, which provides mapping of the current rule numbers and titles to the original transformed topic titles. Additionally, the “Miscellaneous Rules and State Exceptions & State Specials” section provides applicable previous rule numbers and titles with the transformed topic titles for that state-specific manual.
The Content Reference ID Map can be found in the state-specific announcement circulars for Item Filings B-1444 and RM-W-8047. For easier reference, you will also find the map on each state-specific manual landing page located within the
Continue to refer to the
Basic Manual—2001 Edition User’s Guide that is found under the
Basic Manual 2001 Edition in the
Manuals Library. The
User’s Guide is a non-filed manual except in Florida. The context of the content in the transformed
Basic Manual User’s Guide will not change, only the format and structure.
Continue to use the
New Mexico Workers’ Compensation Assigned Risk Pool Manual (NMARM) as your current resource for residual market only information.
No. For states that have approved Item B-1444, filed and approved updates effective on and after November 1, 2021, will be made only to the
Basic Manual effective 2021.
- For Texas, filed and approved updates effective on and after April 1, 2022, will be made only to the
Basic Manual effective 2021.
- For Florida, which has not yet approved Item B-1444, continue to refer to the
Basic Manual (2001 edition), which will be updated accordingly.
All residual market states have approved Item RM-W-8047, effective November 1, 2021. Therefore, future updates will be made only to the
Residual Market Manual effective 2021.
For the interim solution, we have created a “states manual updates” page. This page provides the list of states and dates of the most recent updates made to that specific state manual. The state link on this page will take you to the landing page for that state manual. There, you will find the current PDF of the state manual and a “View Updates” link. This link will direct you to both the “Summary of Changes” and the “Comparison of Changes” PDF. In this document, you will find:
Summary of Changes—Supporting information about the change, including the subject, topic, unique ID number associated to the topic, reason for the change, and item filing ID number (when applicable).
Comparison of Changes—Comparison of approved content with the latest updates. Additions will be indicated by underlined text, and deletions will be indicated by strikethrough.
NCCI will retain all previous versions of the state-specific manual PDFs for your reference.
This article is provided solely as a reference tool to be used for informational purposes only.