lorentz/seubert-claims
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Initial commit: OnDeck project

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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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lorentz 2026-02-18 13:20:52 +00:00
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Task,DaysAfterRenewal,DaysPriorToNextRenewal,AppliesTo,Active
SHAPE Onboarding Checklist (required after first renewal or when changing carriers),30,335,Shape,Yes
Claim Review,90,275,Shape,Yes
Review reserves and negotiate adjustments where applicable,120,245,Shape,Yes
Claim Review,180,185,Shape,Yes
Project experience modification factor; send to Account Executive,215,150,Shape,Yes
Request 120 day loss runs,245,120,Shape,Yes
Assist with captive claims worksheet (if applicable),245,120,Shape,Yes
Prepare loss summary/analysis for internal pre-renewal meeting,260,105,Shape,Yes
Request 90 day loss runs,275,90,Shape,Yes
Claim Review (can be included with client pre-renewal meeting if attending),275,90,Shape,Yes
SHAPE Onboarding Checklist (if requested or changing carriers),30,335,Shape2,Yes
Request 120 day loss runs,245,120,Shape2,Yes
Assist with captive claims worksheet (if applicable),245,120,Shape2,Yes
Prepare loss summary/analysis for internal pre-renewal meeting,260,105,Shape2,Yes
Claim Review in conjunction with 120 day loss summary.  Confirm if being marketed.,260,105,Shape2,Yes
Request 90 day loss runs (if being marketed),275,90,Shape2,Yes
1 Task DaysAfterRenewal DaysPriorToNextRenewal AppliesTo Active
2 SHAPE Onboarding Checklist (required after first renewal or when changing carriers) 30 335 Shape Yes
3 Claim Review 90 275 Shape Yes
4 Review reserves and negotiate adjustments where applicable 120 245 Shape Yes
5 Claim Review 180 185 Shape Yes
6 Project experience modification factor; send to Account Executive 215 150 Shape Yes
7 Request 120 day loss runs 245 120 Shape Yes
8 Assist with captive claims worksheet (if applicable) 245 120 Shape Yes
9 Prepare loss summary/analysis for internal pre-renewal meeting 260 105 Shape Yes
10 Request 90 day loss runs 275 90 Shape Yes
11 Claim Review (can be included with client pre-renewal meeting if attending) 275 90 Shape Yes
12 SHAPE Onboarding Checklist (if requested or changing carriers) 30 335 Shape2 Yes
13 Request 120 day loss runs 245 120 Shape2 Yes
14 Assist with captive claims worksheet (if applicable) 245 120 Shape2 Yes
15 Prepare loss summary/analysis for internal pre-renewal meeting 260 105 Shape2 Yes
16 Claim Review in conjunction with 120 day loss summary.  Confirm if being marketed. 260 105 Shape2 Yes
17 Request 90 day loss runs (if being marketed) 275 90 Shape2 Yes