Prepare Your Clients for the March 2 Deadline

Posted by Dustin Boss on Oct 8, 2019 8:00:00 AM
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Prepare your Clients for March 2 Deadline

Helping clients prepare for deadlines ahead of time makes you stand out from other agents. Your clients and prospects want to be able to rely on you to help them protect themselves against potential fines and other risks (like SST Plan inspections). Providing tools and information that the incumbent agent doesn’t will help you win new business and keep existing clients satisfied. This blog will help you prepare clients for the March 2, 2020 deadline for employers to submit their 2019 OSHA Form 300A, the Summary of Work-Related Injuries and Illnesses.

Who Has to Submit Form 300A?

The establishments required to submit injury and illness data are:

  • Those with 250 or more employees that are required to keep OSHA injury and illness records
  • Those with 20-249 employees in certain industries

How Do Clients Submit Form 300A?

Injury and illness data can be submitted electronically at

If clients have questions about submission requirements, they can complete OSHA’s Help Request Form.

How Can You Help?

Remind clients not only about the upcoming deadline, but also about the tools available to them to help them complete Form 300A. 

OSHAlogs is an extremely useful tool at their disposal. If clients use OSHAlogs to track injuries and illnesses as they happen throughout the year, completion of this form will be simple.

Remind clients of how to access OSHAlogs and what it can do for them. Remember—providing added value is the key to having happy clients who don’t think twice when it’s time for renewal.

Here’s a quick testimony from one agent about how OSHAlogs provides this added value:

“A client had decided to put their insurance out to “bid,” then got a letter from the DOL about something she didn’t fill out. The DOL showed up and she called me, then texted me saying she needed help—she knew all the hard work on 300As I’ve done for them since 2016, but she couldn’t find any of them. I sent them over to her in 120 seconds. She decided to not bid her insurance and told all agencies she would not be shopping or even considering ever again.”

Showing your clients that you are here to help them prepare for deadlines, and have tools to make it even easier, is a key differentiator. Start talking to clients today about the March 2 deadline and reminding them of the tools they have at their disposal, because there’s no need to shop around when they’re getting service that goes above and beyond.

2020 OSHA Guidebook

Tags: Sales/Prospecting