Report: Claims Management

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

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.

This report is accessible from any center or data entry form that has a Toolbox menu. Select Toolbox > Reports to open the Reports - Alllist.

Clicking the Claims Management Report opens the report selection form where you can choose the data options you want for the report. When you have made your selections use the File menu to do one of the following:

Print
Print Preview
Create CSV to export the report to the program of your choice.
Preview Cover Page

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.

Fields and Groups

What's this?

Date Range

Options

What is this?

Date Range

Options	What 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:

Options	What 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

Options

What 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

Options	What 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

Options

What 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/ Field	What 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 Allwriting 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/Selections

What 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 Order	Page 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/Field	What 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 Fields

Additional 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 Field	What is this?
Exec	Executive on the policy.
Rep	Customer service representative on the policy.
Broker	Broker on the policy.

Policy #/Term/
Company/Line

Report Field	What 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 Field	What 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 Field	What 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 Field	What 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 Field	What 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 Columns	Additional 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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