Report: Custom Claims Activity Report

The Custom Claims Activity report combines the qualities of both the standard Activity List report and the Claims Management report. You can easily report claim activity for a specific customer, or for all customers. You can narrow your search by selecting parameters: for example, search within a specific Loss Date range, or filter only certain kinds of claims or lines of business.

You can also report a loss run for a specific customer, including data from policies that you designate.

Custom Claims Activity is an "add-on" custom report: it is accessible only if you have purchased the custom license. For more information, please contact your agency’s account manager.

Claims Activity Report

Custom Claims Activity Report Selections

In the Select Report group, select the Claims Activity Report.

Group/Field

Description

Customer

To include All customers in your report, leave the check mark in the All box.

To select one customer, take the check mark out of the All box, enter the first few letters of the customer name and click Search. This takes you to the Customer Search form where you can find your customer.

Selecting a specific customer opens the Policy and Claim fields below.

Claim Status

Narrow your results to include only a specific Claim Status by selecting it from the list, or select (All).

Kind of Loss

Narrow your results to include only a specific Kind of Loss by selecting it from the list, or select (All).

Contact Type

Narrow your results to include only a specific Contact Type by selecting it from the list. You can also select All.

Select the box labeled Include Claim Contact if you want to include claim contact information as part of the report.

Policy and Claim Selection

Field	What is this?
Policy	If you selected a Customer name, you can select a policy that belongs to that customer, otherwise, you must select All.
Claim	If you selected a Customer name, and policy you can enter or search for a claim that belongs to that customer, otherwise, you must select All.
Line of Business	If you have selected All Customers you can choose a specific Line of Business from the list to narrow your results, or include (All).
Business Unit	Click the link to open the Business Unit Selections form and make your selections. Example: Division/Department Division/Branch/Department Division/Department/Group Etc. Business Units combinations are available depending on which business units you set up for your agency (division, branch, department, and/or group).

Loss Dates

You can select from the date picker, or enter the date manually. Select one of the following options:

Through: Search for Loss Dates up to and including a specific date.
From/To: Select Loss Dates in a specific date range.

Report Options

Field	What is this?
Description	Accept the default description, or enter a new one that describes the report you are requesting.
Print Cover Page	Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.
Page Break Between Policies	Check this box to force a page break between policies. Default is checked.
Include Activities	Check this box to include Activities that pertain to the customers, policies and claims included in your report.

Custom Claims Activity Report Fields

Field	Description
Policy #	The policy number associated with the activity.
Policy Term	The effective and expiration dates of the policy.
Policy Prem	The total cost of the policy.
Customer Name	Customer firm name, DBA, and last name, first name. Depending on the customer, some or all of these names can appear.
Loss Ratio	A Loss Ratio is the ratio of incurred losses to net earned premium. Specifically, it is the quotient of Total Incurred (total loss amount) divided by Policy Premium (total cost of policy).
Loss Date	Date the loss occurred.
Report Date	Date the loss was reported.
Claimant Name	Name of the first claim Contact, as entered on the Claim data entry form.
Claim No	Number assigned to claim for tracking purposes.
Claim Status	Current status of the claim (e.g., open, closed).
Kind of Loss	The cause of the loss entered in the Claim data entry form.
Paid To Date	Claim payment + supplemental payment + final payment - stop payment.
Current Reserve	Loss reserves minus total claim.
Expense	Adjustment expense.
Recovery	Unpaid loss reserves.
Total Incurred	Total loss amount, including claim and reserves.

Custom Claims Activity CSV Columns

CSV Columns	Description
CustLastName	Customer last name.
CustFirstName	Customer first name.
CustMidName	Customer middle name.
CustName	Customer last name, first name.
ReportDate	Date the loss was reported.
ClaimStatus	Current status of the claim (open, closed, etc.).
ClaimCatNo	The three-digit AL3 (ACORD level 3 standard) catastrophic number, if entered on the Claim data entry form.
ClaimLossDate	Date that the loss occurred.
CaimNo	Number assigned to the claim for tracking purposes, as entered on the Claim data entry form.
CauseOfLoss	The cause of the loss entered on the Claim data entry form (i.e., collision)
PolNo	The number of the policy associated with the activity.
PolEffDate	Effective date of associated policy.
PolExpDate	Expiration date of associated policy.
FullTermPremium	Amount of the full term premium as entered on the Policy form.
ClaimDescOfLoss	Description of the loss as entered on the Claim data entry form.
ClaimantName	The name of the person or party making the claim.
TranDate	Date and time entered on the activity.
PaidToDate	The total of all claim payments, supplemental payments, and the final payment, minus all stop payment amounts entered.
Recovery	The total of Salvage and Subrogation amounts entered.
CurrentReserve	The loss reserve amount minus the total claim amount.
Reserve	Unpaid loss reserves.
Expense	Adjustment expenses.
Remaining	The loss reserve amount minus the Paid To Date amount.
TotalIncurred	Total loss amount.
PolicyPremium	Premium amount for the policy.
LOB	Line of Business attached to the claim.
DescriptionLOBS	Description of the lines of business.
ActivityDate	Date entered on the activity.
ActivityAction	Action selected on the activity.
ActivityDesc	Description entered on the activity.
ActivityBy	Name of employee who created the activity.
ActivityByShort	Short name of the employee who created the activity.

Loss Run Report

Custom Loss Run Report Selections

Group/Field

Description

Customer

To select a customer, enter the first few letters of the customer name and click Search. This takes you to the Customer Search form where you can find your customer.

Claim Status

Narrow your results to include only a specific Claim Status by selecting it from the list, or select (All).

Kind of Loss

Narrow your results to include only a specific Kind of Loss by selecting it from the list, or select (All).

Policy and Claim Selection

Field

What is this?

Claim

If you already selected a customer name, you can enter a claim number, or click Search to browse for a claim using the Claims Find form.

Line of Business

Select a specific Line of Business from the list, or include (All).

Business Unit

Click the link to open the Business Unit Selections form and make your selections.

Business Units combinations are available depending on which business units you set up for your agency (division, branch, department, and/or group).

Loss Dates

You can select from the date picker, or enter the date manually. Select one of the following options:

Through: Search for Loss Dates up to and including a specific date.
From/To: Select Loss Dates in a specific date range.

Report Options

Description: Accept the default description, or enter a new one that describes the report you are requesting.

Print Cover Page: Select this option to include a cover page listing the selected options included in the report

Select Policies

Select a policy in the Available Policies grid and click Add to include it in the report output grid. You can also click Add All to include all the available polices in the output grid.

To exclude a policy that you have added, select the policy in the output grid and click Remove. You can click Remove All to exclude them all.

Custom Claims Loss Run Report Fields

Field	Description
Policy #	The policy number associated with the claim.
Policy Term	The effective and expiration dates of the referenced policy.
Policy Prem	The policy premium amount.
Customer Name	Customer firm name, last name, first name. Depending on the customer, some or all of these names can appear.
DBA	Name under which customer conducts business. DBA = Doing Business As.
Writing Co.	Name of writing company associated with the referenced policy.
Producer	Name of the Producer (Executive) entered on the policy.
Loss Ratio	A Loss Ratio is the ratio of incurred losses to net earned premium. Specifically, it is the quotient of Total Incurred (total loss amount) divided by Policy Prem (total cost of policy).
Claim #	Number assigned to claim for tracking purposes.
Claimant	Name of the first claim Contact, as entered on the Claim data entry form.
Loss Date	Date the loss occurred.
Claim Status	Current status of the claim (e.g., open, closed).
Kind of Loss	The cause of the loss entered in the Claim data entry form.
Clos Date	Date the claim was closed.
Paid To Date	Total payments less any stop payment: Claim payment + supplemental payment + final payment - stop payment.
Current Reserve	Loss reserves minus total claim.
Expense	Adjustment expense.
Recovery	Unpaid loss reserves.
Total Incurred	Total loss amount, including claim and reserves.

Custom Claims Loss Run Report CSV Columns

CSV Columns	Description
CustLastName	Customer last name.
CustFirstName	Customer first name.
CustMidName	Customer middle name.
CustDBA	Name under which customer conducts business. DBA = Doing Business As.
CustName	Customer first name, last name.
ClaimStatus	Current status of the claim (open, closed, etc.)
ClaimCatNo	The three-digit AL3 catastrophic number, if entered on the Claim data entry form.
ClaimLossDate	Date the loss occurred.
Loss Date	The actual date of the loss.
ClaimNo	Number assigned to the claim for tracking purposes and entered on the Claim data entry form.
ClaimantName	The name of person or party making the claim.
CauseOfLoss	The cause of the loss entered in the Claim data entry form.
ClosedDate	Date claim was closed.
ClaimDescofLoss	Description of the loss, as entered on the Claim data entry form.
AddlRisk	Additional risk information, as entered on the Claim data entry form.
ReportDate	Date the loss was reported.
PaidToDate	The total of all Claim payments, Supplemental payments, and the Final payment, minus all Stop payments entered.
Recovery	The total auto Salvage and Subrogation amounts entered.
CurrentReserve	The loss reserve amount minus the total claim amount.
Reserve	The total of all loss reserve amounts entered.
Expense	The total of all adjustment expenses entered.
Remaining	The loss reserve amount minus the Paid To Date amount.
TotalIncurred	Total amount of loss.
Total Claim	The total of all Claim payments, Final payment, and Supplemental payments, minus Salvage amount, Subrogation amount, and Stop payment amounts entered.
PolNo	The policy number associated with the claim.
PolEffDate	Date that the policy went into effect.
PolExpDate	The date that the policy expires.
Policy Premium	The policy premium amount.
CancelDate	The cancellation date of the associated policy, if applicable.
ProducerLastName	Last name of the Producer (Executive) associated with the referenced policy.
ProducerFirstName	First name of the Producer (Executive) associated with the referenced policy.
ProducerMidName	Middle name of the Producer (Executive) associated with the referenced policy.
WCompName	The name of the writing company associated with the policy.
ClaimContactName	Claim contact name, as entered on the Claim data entry form.
ClaimContactAddress1	First line of claim contact address information.
ClaimContactAddress2	Second line of claim contact address information.
ClaimContactCity	Claim contact city.
ClaimContactZip	Claim contact zip code.
ClaimContactState	Claim contact state.
ClaimContactResPhone	Claim contact residential phone number.
ClaimContactBusPhone	Claim contact business phone number.
ClaimContactFaxPhone	Claim contact fax number.
ClaimContactEmail	Claim contact email address.
ParamLOB	Line of Business parameter selected in Policy and Claim Selection group box.
LOB	Line of Business associated with the claim.
DescriptionLOBS	Description of the lines of business.