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