claims analysis

[Lynne Desrochers]

We want to start putting together some sort of claims analysis for our clients. The assistants idea was that he would build the claim data himself, which got me to wondering, there has to be a better way, right? What is anyone doing to put together some sort of analysis for their clients? Are you able to get the data in a spreadsheet from your companies? I will admit the claims data in Applied is not enough to complete what they want to do.
Thank you in advance for any ideas or thoughts?
Lynne

[Jim Jensen]

I've created reports using loss runs. That's about the only claims report you can get from a carrier. You can (and we have) used the data in TAM, but it depends on having accurate info in TAM, either manually entered, or through claims download.

[Lynne Desrochers]

That's right, we do have the claims download through Peerless. I'll remind him of that. Thank you for your feedback Jim.

[Jan Regnier]

Lynn,  what kind of information is wanted for the report?   

[Lynne Desrochers]

Jan, it looks like some standard items such as date of loss, incident location, type of claim, closed date, but then items that wouldn't be in a normal claim such as, procedures in place, corrective measures taken, OSHA Reportable. Which I'm not sure how he would have or get that info....

[Jan Regnier]

Looks like it would take some cooperation on the client's part to get all the info wanted.  I would guess maybe a questionnaire sent to the client when specific incidents happen to get a basis for the reports along with the info in TAM.....  Lot of fact gathering..

[Lynne Desrochers]

Thanks Jan, yes and I told him that. He's young and eager.