Renewal ID

PLI00001030

Renewal Indicator Auto Manual

Creation

Review+WIP

Approval

Final Processing

Complete

Policy

Term

State

Policyholder name

Group Name

Assigned to

ABC124

Policy Year 2019

CA

c237d9f2db06fb00e4f573278c961998

c237d9f2db06fb00e4f573278c961998

Frank Wang

  • Policy term effective date

    2018-09-01

  • Referral date

    2018-07-18

  • Notification date

    2018-07-18

  • Policy official date

    2018-07-18

  • Policy term
    expiration date

    2019-10-01

  • Policy term effective date

    12/1/2017

  • Referral date

    12/1/2017

  • Notification date

    12/1/2017

  • Policy official date

    12/1/2017

  • Policy term
    expiration date

    12/1/2017

Days until policy expiration

10

My tasks

= high priority

Task ID

State

Description

Assigned To

Due Date

Tasks Assigned to Others

= high priority

Task ID

State

Short description

Assigned To

Due Date

Policy

Unit Count

WIP creation date

ABC124

1

2019-05-04

Incurred Loss Ratio

(Last 10-years, excludes active term)

Paid Loss Ratio

(Last 10-years, excludes active term)

Incurred Loss Ratio

(2002 - Present)

Paid Loss Ration

(2002 - Present)

16%

22%

23%

27%

Loss Run Summary

Gross Premium

Net Premium

Open Claim Count

Closed Claim Count

Indemnity Paid Total

$30,152

$15,076

0

2

$0

Expense Paid Total

Gross Paid Loss

O/S Indemnity Reserve

O/S Expense Reserve

Gross Incurred Loss

$0

$0

$0

$0

$0

Planned Summary Renewal Comparison

Claims Free Review

Risk Attributes show: ALL NONE

Primary Risk

Flags/Triggers-Show:

Risk Type Slot ID Number of P S/
Number of FTE
Risk Name Risk speciality Effective from Effective to Rating Class Territory Risk PL
Coverage Limit
WIP Creation
Date
Expiring premium Renewal premium Surcharge Program Schedule Credit
> 20%
Schedule Debit Affinity
Credit/Debit
Experience
Credit/Debit
FTE/Slot/PPV Suspension Deductible Per Claim
Limit > $3M
PL Claim
Freqency
Non-PL Claim
Freqency
New Physician
Discount
Intern, Resident,
Fellow Discount
Entity Shared 1 0.25 Maria T. Hopkins, MD Nurse Practitioner 2018-07-18 2018-07-18 A California Territory B 1M/8M 2018-07-18 $75,000 $95,000 31%
Entity Shared 2 0.5 Delk Medical Nurse Practitioner 2018-07-18 2018-07-18 A Virginia Territory 1 3M/4M 2018-07-18 $45,000 $45,000 35%
Entity Shared 3 0.6 Gladys Stephens, P.A. Physician Assistant 2018-07-18 2018-07-18 B Ohio Territory 4 2M/2M 2018-07-18 $110,000 $100,000/td> 21%
Prior Renewal Premium $90,000
Expiring Premium $65,000
Renewal Premium $70,000

Linked to

Endorsement

Effective Date

Text

Longfirstname

Longlastname, MD

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

04/17/2018

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

Longfirstname

Longlastname, MD

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

04/17/2018

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

Longfirstname

Longlastname, MD

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

04/17/2018

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

Prior Renewal Premium $90,000
Expiring Premium $65,000
Renewal Premium $70,000

Linked to

Endorsement

Effective Date

Text

Longfirstname

Longlastname, MD

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

04/17/2018

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

Longfirstname

Longlastname, MD

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

04/17/2018

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

Longfirstname

Longlastname, MD

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

04/17/2018

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

Prior Renewal Premium $90,000
Expiring Premium $65,000
Renewal Premium $70,000

Linked to

Endorsement

Effective Date

Text

Longfirstname

Longlastname, MD

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

04/17/2018

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

Longfirstname

Longlastname, MD

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

04/17/2018

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

Longfirstname

Longlastname, MD

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

04/17/2018

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore.

New File note

File Note

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip.

Field Changes

field 1 from: field 1 old value to: field 1 new value

field 2 from: field 2 old value to: field 2 new value

field 3 from: field 3 old value to: field 3 new value

File Note

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip.