Policy Data Manager (PDM)
Access to PDM application enables carriers to enter, edit, submit, and monitor policy information per reporting guidelines.
Who Must Report
The PCRB collects workers’ compensation policy data from member carriers to establish expectations for Unit Statistical Reports, determine recipients of experience rating worksheets, and transmit coverage information to the Pennsylvania Insurance Department.
Key Dates
An exact copy of every Workers Compensation Policy showing the state of Pennsylvania on the Information Page must be electronically submitted to the PCRB within30 days after the effective date of the policy.
Endorsements or agreements attached to the policy at its inception date or issued after the inception date of the policy must be electronically submitted to the PCRB with 30 days after the issue date of such endorsement or agreement.
Cancellations, non-renewals, and reinstatements must be electronically submitted to the PCRB within 10 days of issuance.
Basic Manual
Sets out the rules, classifications, and rating values for workers’ compensation and employers’ liability insurance in Pennsylvania.
Electronic Submission Guidelines
Learn about electronic submission procedures to ensure policy data meets PCRB technical specifications and formatting standards.
11/04/19
PDM Edit Matrix
Policy Data Validation Results
Policy Inquiry Form
Submit questions directly to the policy department regarding a specific risk or file.
COMPLIANCE & QUALITY
Policy Data Quality Assurance Program (PDQAP)
Improving Policy Data Quality Through Timely and Accurate Reporting
The Policy Data Quality Assurance Program (PDQAP) helps ensure the quality, completeness, and timeliness of Policy data serves as the foundation for many bureau functions and industry tools.
Policy data serves as the foundation for many bureau functions and industry tools. PDQAP helps:
- Improve policy reporting timeliness
- Reduce reporting errors and resubmissions
- Support accurate ratings, analytics, and research
- Create a more efficient reporting process for all stakeholders
Common Causes of Reporting Issues
Late Reporting
Policies are expected to be reported within 30 days of the policy effective date. Records submitted beyond this timeframe are considered late and may impact reporting compliance metrics. Issues include:
– Delayed policy setup
– Missing internal workflows
– Incomplete carrier submissions
– Unassigned policy reporting responsibilities
Rejection Errors
Errors generated when submitted data cannot be accepted or processed by our systems due to missing, invalid, or inconsistent information. These records require correction and resubmission before processing can occur. Issues include:
– Missing required fields
– Invalid codes or values
– Formatting issues
– Mapping problems between internal systems and bureau reporting requirements
Critical Errors
Errors identified after a submission has been successfully processed but where data quality issues remain. These errors require correction to ensure the accuracy and completeness of the original submission. Issues include:
– Incorrect policy information
– Classification discrepancies
– Inconsistent transaction reporting
– Data integrity issues requiring correction
PDQAP Resources
Policy Timeliness Compliance Guide
Step-by-step guide to timely, accurate policy reporting, supporting compliance with regulatory standards and PCRB requirements.
Policy Data Quality Assurance Program FAQ
Help for general questions and those including invoicing and notifications, late reported policies, and appeals.
Short, practical guidance from PCRB experts designed to help reporting staff identify common issues, improve data quality, and reduce reporting errors.
Need Help?
We are committed to making the reporting process clear and manageable. For support with Policy Data Reporting, email pdminquiry@pcrb.com or call 215-320-4423.