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Claims Review Presentation Template

A claims review deck outline for claim counts, paid, reserves, incurred, frequency, severity, large losses, reserve pressure, loss drivers, and renewal narrative.

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Who it is for

Brokers, claims consultants, risk managers, account executives, and analysts preparing client or carrier claims reviews.

Best use cases

  • Quarterly claims review
  • Renewal claims narrative
  • Large loss discussion
  • Carrier or TPA meeting
  • Risk-control planning

Related workflow

Used in: Claims and Loss Run Review Workflow

Use this presentation after the claims workflow has identified trends, red flags, and renewal talking points.

Feeds into tools

Claims Analytics Dashboard
Use dashboard metrics to support the presentation.
Loss Run Analyzer
Use loss run findings to explain large losses and open reserves.

Template fields and structure

The starter structure is designed to work in Excel, Google Sheets, Power BI, insurer portals, internal trackers, or client-facing documents.

portfolio snapshotfrequency and severitylarge lossesopen reservesloss driversrisk control responserenewal narrative

Copyable CSV / spreadsheet structure

portfolio snapshot,frequency and severity,large losses,open reserves,loss drivers,risk control response,renewal narrative
Large losses,One open liability claim drives 62% of incurred losses; reserve movement and corrective actions should be explained before renewal submission.

Example filled row

Use the example as a quality benchmark for how specific each row should be before the file is used in a workflow or tool.

portfolio snapshotfrequency and severitylarge lossesopen reservesloss driversrisk control responserenewal narrative
Large lossesOne open liability claim drives 62% of incurred losses; reserve movement and corrective actions should be explained before renewal submission.

How to use it

  1. Use a recent loss run or claims bordereaux as the source data.
  2. Fill the metric table before writing the narrative.
  3. Separate large losses from attritional losses when explaining renewal impact.
  4. Add corrective actions and evidence where available.

What a completed version should prove

OKThe review separates frequency, severity, open reserves, large losses, and recurring loss drivers.
OKClaims trends are tied to risk controls, operational actions, and renewal narrative.
OKOpen questions for the client, TPA, carrier, or broker are visible before the meeting.

Common mistakes to avoid

!Combining paid and reserved losses without explaining incurred basis.
!Treating every claim equally instead of separating large losses and repeated small losses.
!Describing claims without linking them to controls or renewal actions.

Use this with

Related guides

Frequently asked questions

What data do I need?

At minimum, use claim reference, status, loss date, paid, reserve, incurred, line of business, and cause of loss.

Can this support underwriter discussions?

Yes. It is designed to organise the facts that underwriters commonly ask about, especially open reserves and large losses.