Purpose of document: To highlight how we as a provider have been able to assist clients with reducing cost and minimizing risk. The purpose is also to show our value by highlighting successes and other items that we’ve been able to overcome together.
What should be included in this report?
• Volunteer & Charitable Contributions
• Benchmark Reports
Narrative Executive Summary Plan Next Year Success Stories
- MOD Display
- Lag Time
- Frequency & Severity by policy year
- Top 5 Causes of loss by frequency and severity
- Top causes of loss by location
- Claims by tenure
• List of largest total incurred claims
• Service Visit Calendar
I have attached a sample...… All I need is a clean, professional report with the titles and fake data per se. It can act as a template and users can update the data as appropriate.
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