# Claims Review Presentation Template

## Slide 1: Claims Review Purpose
- Client:
- Review period:
- Lines of business:
- Objective: renewal narrative, loss-control review, reserve review, or carrier meeting

## Slide 2: Portfolio Snapshot
- Total claims:
- Open claims:
- Closed claims:
- Total paid:
- Total reserve:
- Total incurred:

## Slide 3: Frequency and Severity
| Metric | Current Period | Prior Period | Change |
|---|---:|---:|---:|
| Claim count |  |  |  |
| Average incurred |  |  |  |
| Median incurred |  |  |  |
| Largest claim |  |  |  |

## Slide 4: Large Losses
- Claim reference:
- Date of loss:
- Cause:
- Paid:
- Reserve:
- Current status:
- Corrective action:

## Slide 5: Open Reserve Review
- Claims with high outstanding reserves:
- Claims with no recent movement:
- Claims needing adjuster update:
- Potential reserve releases:
- Potential deterioration:

## Slide 6: Loss Drivers
- Locations:
- Activities:
- Injury types:
- Vehicle types:
- Products:
- Process failures:

## Slide 7: Risk Control Response
- Completed actions:
- Planned actions:
- Evidence available:
- Owner:
- Target date:

## Slide 8: Renewal Narrative
- What changed:
- Why losses should improve:
- Evidence for underwriters:
- Remaining concerns:

## Slide 9: Questions for Carrier or TPA
- Reserve rationale:
- Recovery/subrogation:
- Litigation status:
- Closure plan:
- Data corrections:

## Slide 10: Appendix
- Loss run extract:
- Large loss detail:
- Claims triangles:
- Definitions:
- Data limitations: