Report: Claims Management

The Claims Management Report allows you to review loss history and loss ratios. This information can help you plan for future business decisions, such as loss control, risk management, or carrier/risk replacement. In addition, you can run a loss history schedule to submit with applications.

The Claims Management report is also available as a Quick Report from the sidebar menu on the Customer Center. The purpose of the quick report is to give you a tool needed to review loss history for a given customer. This information can be printed and submitted with applications.

Access this report by either of the following methods:

  • In the Customer Center, search for and select a customer from the list. Then select this report from the Quick Reports menu in the sidebar on Customer Center.  (This report is not available unless a customer is selected.)

    When selected from the Customer Center, the report automatically generates all claims for the selected customer for the last three years.
  • On the 360Toolbox menu, click Classic Reports to open Reports - All where you can make your selection. Select the Claims Management report from the list to open the report selections form.

 

  • If you track your claims through AMS360, compare this report to the company's report.
  • Run the report across all companies to provide loss statistics to your E & O carrier.
  • Use the report to review the types of business that result in higher claims. Review your underwriting practices in these areas for possible improvements.

Quick Report

  • The quick report provides a loss history that you can include with an application.
  • Review losses with the customer.
  • Provides a customer-specific claims history to include with a marketing package.

 

Report selections are not available when this report is accessed as a quick report from the Customer Center. To select options, access the report from the Global Actions menu.

Fields and GroupsWhat's this?

Date Range

OptionsWhat is this?

Date Range

OptionsWhat is this?

Loss Date

Select to base the report on the claim's Loss Date.

Report Date

Select to base the report on the claim's Report Date.

Closed Date

Select to base the report on the claim's Closed Date.

Based on the date option you choose enter the following additional criteria:

OptionsWhat is this?

Last __ years

Last [number of] years to include in the report.

From __ To __

Enter the beginning and ending dates for the information on the report.

Customer Selection

OptionsWhat is this?

Customer

The default is All. If you want to limit your report to one customer, type the customer name (or as many characters as you want), and click Search. The Customer Search form where you can make your selection.

Name Prefix Range

OptionsWhat is this?

First Prefix

Enter one or more characters for the beginning of the customer name range to include on the report.

Last Prefix

Enter one or more characters for the ending of the customer name to include on the report.

 

The Name Prefix Range is useful for printing loss reports for a particular alphabetical range of customers serviced by a particular executive or representative in your office.

Policy Selection

OptionsWhat is this?

Executive

Include policies for one or All (default) executives.

Representative

Include policies for one or All (default) representatives.

Broker

Include policies for one or All (default) brokers.

Line of Business

Include policies for one or All (default) lines of business.

Company

Group/ FieldWhat is this?

Type

Use to limit your report to policies for One or All (default) types of companies.

Parent

Use to limit your report to policies for One, Multiple, or All (default) parent companies.

Writing

Use to limit your report to policies for One, Multiple, or All writing companies.

The list sorts by active and inactive companies, in ascending order. The list also includes the company name, type of company (parent/writing), and the company status (active/inactive).

Report Options

Fields/SelectionsWhat is this?

Sort Order

Select the primary sort for the claims data reported from the options listed below. A secondary sort is provided by Loss Date, in ascending order.

Sort OrderPage Breaks?

Broker

No page breaks.

Company

Page breaks between companies.

Customer

No page breaks.

Executive

Page breaks between executives.

Representative

Page breaks between representatives

Report Totals Only

Check this option to include only the following totals for the criteria selected for the report:

  • Number of claims
  • Open claims
  • Closed claims
  • Paid to date
  • Recoveries
  • Current reserves
  • Reserves
  • Expenses

Print Cover Page

Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.

Description

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

Claim Selection

Group/FieldWhat is this?

Claim Status

Select one or All (default) claim statuses (e.g., Open, Closed, Closed without payment).

Kind of Loss

Select one or All (default) kinds of loss (e.g., Theft, Burglary, Collision, Flood).

Include Loss Description

Check the box (default) to include the loss description for the claim.

Include Loss History for all Companies

Check this box (default) to include loss history for all companies, on each customer claim.

Paid to Date Amount(s)

Include only those claim payments made to date, that are within a set dollar range. Type the desired range. The default is 0.00 to 999,999,999.00.

Reserve Amount Range

Include on the report only those claims within a particular reserve amount range. Type the desired range. The default is 0.00 to 999,999,999.00.

Reserve(s) Remaining

Include on the report only those claims within a particular reserves remaining range. Type the desired range. The default is 0.00 to 999,999,999.00.

Recovery Amount(s)

Include on the report only those claims within a particular recovery amounts range. Type the desired range. The default is 0.00 to 999,999,999.00.

Expense Amount(s)

Include on the report only those claims within a particular expense amounts range. Type the desired range. The default is 0.00 to 999,999,999.00.

 

Report FieldsAdditional Information

Customer Name

Customer firm name, DBA, and last name, first name. Depending on the customer, some or all of these names can appear.

Policy Personnel

Agency personnel assigned to the policy.

Report FieldWhat is this?

Exec

Executive on the policy.

Rep

Customer service representative on the policy.

Broker

Broker on the policy.

Policy #/Term/
Company/Line

Report FieldWhat is this?

Policy

Number assigned to the policy.

Term

Effective and expiration dates of the policy.

Company

Writing company assigned to the policy.

Line

Line of business for which the claim was made.

Basic Claim Info

Report FieldWhat is this?

Claims #

Number assigned to the claim for tracking purposes.

Claimant Name

First Claim Contact Name found by Entered Date.

Adjuster

The Adjuster assigned to handle the claim.

If more than one name exists, the first entered appears on the report.

Source

Source of the data, either entered in claim data entry or loss history on the Customer data entry form.

Date/Status/
Kind of Loss

Report FieldWhat is this?

Loss Date

Date the loss occurred.

Report Date

Date the loss was reported.

Status

Current status of the claim (e.g., open, closed).

Closed Date

Date the claim was closed.

Kind of Loss

The cause of the loss entered in the Claims data entry form.

Payment Info

Report FieldWhat is this?

Paid to Date

Claim payment (+) supplemental payment (+) final payment (-) stop payment.

Recoveries

Salvage amount (+) subrogation amount.

Current Reserves

Loss reserves (-) total claim.

If Reserves = 0.00, then Current Reserves equal 0.00.

Reserves

Unpaid loss reserves.

Expenses

Adjustment expenses.

Description of Loss

Description of the loss that was entered on the Claims data entry form.

Only appears if you checked Include Loss Description on the selection form.

Totals

Report FieldWhat is this?

Total # of Claims

Total number of claims, plus any loss history items, that meet the selection criteria.

# Open

Total number of claims, plus any loss history items, where the claim status equals open, that meet the selection criteria.

# Closed

Total number of claims, plus any loss history items, where the claims status equals closed, that meet the selection criteria.

Paid to Date

Sum and display all paid to date values that meet the selection criteria.

Recoveries

Sum and display all recovery values that meet the selection criteria.

Current Reserves

Sum and display all current reserve values that meet the selection criteria.

Reserves

Sum and display all reserve values that meet the selection criteria.

Expenses

Sum and display all expense values that meet the selection criteria.

 

CSV ColumnsAdditional Information

Customer-Firm Name

Customer firm name, if any.

Customer-Last name, First name

Customer last name, first name, if any.

Claim Number

Number assigned to the claim for tracking purposes and entered on the Claim data entry form.

Loss Date

Date the loss occurred.

Description of Loss

Description of the loss that was entered on the Claim data entry form.

CAT #

The three-digit AL3 (ACORD level 3 standard) catastrophe number if entered on the Claim data entry form.

Claimant

First Claim Contact Name found by Entered Date.

Claim Status

Current status of the claim (open, closed, etc.).

Kind of Loss

The cause of the loss entered in the Claim data entry form.

Report Date

Date the loss was reported.

Close Date

Date the claim was closed.

Paid to Date

Sum

Claim payment (+) supplemental payment (+) final payment (-) stop payment.

Recoveries

Sum

Salvage amount (+) subrogation amount.

Current Reserves

Sum

Loss reserves (-) total claim.

If Reserves = 0.00, then Current Reserves will equal 0.00.

Remaining Reserves

Unpaid loss reserves.

Expenses

Adjustment expenses.

Policy Number

Number assigned to the policy.

Writing Company

Writing company assigned to the policy.

Line of Business

Line of business for which the claim was made.

Policy Executive

Executive on the policy.

Policy CSR

Customer service representative on the policy.

Policy Broker

Broker on the policy.

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