seubert-claims/dev/shapetasks.csv

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