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Find your local number: https://zoom.us/u/aff6Fp5v1

Attendees

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Michelle Martineau

Agenda/

Goals

Discussion items

TimeItemWhoNotes
5IntroductionsCompanies, New people
5Agenda/Anti TrustPeter Antley
60ClaimDale Harris

View file
nameOpenIDL Auto Claim Record Layout.xlsx
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30DriverPeter/Kensee page 2 of vehicle file. 
15VehiclePeterconfirm lookup fields, file upload EOD Thursday

View file
namevertical-vehicle.xlsx
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5ClosingPeter

Minutes

  • Anti Trust Read
  • Review Agenda
  • Review of Attributes for the claim- Dale Harris
    • Two sections- Claim Identifier & Claim Activity
    • Claim Identifier
  • Yellow highlighting is from Eric’s file
  • Policy number
  • Policy effective date
    • We may use the same policy number for multiple years
  • Claim identifier/number
  • Vehicle Identification Number
  • Driver
    • Might want to add the license number
      • Cautious of personal identification out to the world
        • Can create an index
        • Could be in harmonized claim storer but, we don’t have to share
  • Accident date
  • Cause of loss
  • CAT Identifier
  • Claim location zip code
    • Where did the incident occur
  • Fatality indicator
  • Subrogation- Loss
  • Subrogation-LAE
  • Other considerations
    • Fault vs not at fault
      • Table for now and come back to it
    • Claim Activity
  • Claim Number
    • Claim date would be under Claim Number
  • What coverage for the activity
    • Liability
    • BI
    • Uninsured motorist
  • Activity date
    • If a payment is being made and when the payment occurs
    • The date that the change is being made
  • Incurred loss
    • Incurred loss adjustment expense
  • Incurred loss expense
  • Paid loss
  • Paid LAE
  • Claimant identifier
    • Determined we would like to keep
  • Denied claims (a topic we can come back to and discuss)
    • Denied claims is a topic we will have with all lines of business
    • Captured in the claim identified
    • Futuristically it would be something that we would want to know
    • With respect to stat reporting, it is not captured currently
    • Claim status connotation
  • Subrogation- loss
  • Subrogation- LAE
    • Recaps on policy—policy includes vehicle, drivers, its holistic
  • All activity is captured- every time there’s a change it’s captured
  • Coverages, driver information, all changes captured
  • All on Eric’s old list that Peter was working on
    • Clue reports/Carfax/Equifax
  • Has to do with the individual
  • Carfax-information is coming from the different shops where the repairs are being done (whole other discussion, decided to table)
  • Review Driver- Peter Antley  (what to include or exclude)
    • Name
    • Policy effective date
    • Diver’s license number
  • Age- want
  • Might not want to capture- issue date, class, restrictions, expiration date
  • License year
    • Carriers- We don’t capture
  • Optional fields
  • Garage address
  • Employment status- not needed
    • Some carriers capture
  • Endorsements
  • Mobile number and email
    • Might be in the company records but, do not need
    • Any additional topics
  • Coverages

Recording


View file
nameGMT20220121-180250_Recording (3).m4a
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Action items

  • peter antley  to put policy effective date, transaction effective date, from Eric original report
  • For next week—do a quick overview of what we’ve done that past few weeks
  • peter antley  to condense everything into 1 document and send out to everyone to look at and provide notes on for next week- to send out by Wednesday (1/26) EOD


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