17 lines
1.2 KiB
CSV
17 lines
1.2 KiB
CSV
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Task,DaysAfterRenewal,DaysPriorToNextRenewal,AppliesTo,Active
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SHAPE Onboarding Checklist (required after first renewal or when changing carriers),30,335,Shape,Yes
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Claim Review,90,275,Shape,Yes
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Review reserves and negotiate adjustments where applicable,120,245,Shape,Yes
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Claim Review,180,185,Shape,Yes
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Project experience modification factor; send to Account Executive,215,150,Shape,Yes
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Request 120 day loss runs,245,120,Shape,Yes
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Assist with captive claims worksheet (if applicable),245,120,Shape,Yes
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Prepare loss summary/analysis for internal pre-renewal meeting,260,105,Shape,Yes
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Request 90 day loss runs,275,90,Shape,Yes
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Claim Review (can be included with client pre-renewal meeting if attending),275,90,Shape,Yes
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SHAPE Onboarding Checklist (if requested or changing carriers),30,335,Shape2,Yes
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Request 120 day loss runs,245,120,Shape2,Yes
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Assist with captive claims worksheet (if applicable),245,120,Shape2,Yes
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Prepare loss summary/analysis for internal pre-renewal meeting,260,105,Shape2,Yes
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Claim Review in conjunction with 120 day loss summary. Confirm if being marketed.,260,105,Shape2,Yes
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Request 90 day loss runs (if being marketed),275,90,Shape2,Yes
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