claims analysis

Started by Lynne Desrochers, April 07, 2014, 10:41:48 AM

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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
Lynne Desrochers

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.
Jim Jensen
CIC, CEO, CIO, COO, CFO, Producer, CSR, Claims Handler, janitor....whatever else.
Jensen Ford Insurance
Indianapolis

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.
Lynne Desrochers

Jan Regnier

Lynn,  what kind of information is wanted for the report?   
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

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....
Lynne Desrochers

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..
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

Lynne Desrochers

Thanks Jan, yes and I told him that. He's young and eager.   :)
Lynne Desrochers