Risk Detail

In this topic, we continue our discussion about creating a new submission using the New Submission command located on the Submission Menu.

Use the Risk Detail tab to provide additional information about the risk such as assets, income, number of employees, and stock prices for the insured.

1. In the Additional Information pane, using the boxes provided, enter any information that may be relevant when quoting the risk.
   1. State Of Incorporation – state in which the insured is incorporated
   2. Operations – not for general use (Contact your AIM account manager for assistance.)
   3. Assets – insured's financial assets
   4. Type – type of entity
      1. Public – publicly traded
      2. Private – privately owned
   5. Net Income – insured's annual net income
   6. Employees – number of employees
   7. Market Cap – insured's market capitol
   8. Class – not for general use (Contact your AIM account manager for assistance.)
   9. Source of Lead – source that led to the quoting of the risk
   10. Schedule IRM – schedule rating factor
   11. Claim Exp RM – claim experience rating factor

2. If the insured is a publicly traded entity, you can enter information about stock performance over a 52 week period using the boxes provided in the 52 Week Stock Price pane.
   1. High – highest stock price over a 52 week period
   2. Low – lowest stock price over a 52 week period
   3. Current – stock price at the time of quote

The Split Account option is not for general use. Please contact your account manager for assistance.

See Also