Premium Claims Review Toolkit

Everything you need to conduct professional quarterly claims reviews for Workers Compensation, General Liability, and Auto claims.

$149

One-time purchase • Lifetime access • Instant download

BUY NOW - INSTANT ACCESS

✓ Instant Download: Get immediate access to all 5 tools after purchase
✓ Lifetime Access: All future updates included at no additional cost
✓ Professional Quality: 5-star Line of Business Media standard

What's Included - 5 Comprehensive Tools

1. 210-Question Strategic Bank

Goes deeper than basic questions. Covers complex scenarios like suspected fraud, catastrophic injuries, and subrogation opportunities. Organized by claim type and dollar threshold so you know exactly which questions to ask when.

Format: Word document + Excel spreadsheet

2. Multi-Location Review Coordinator

For companies with 4+ locations. Tracks review schedules, claims counts, and attendance across all sites. Ensures consistency in how you review claims regardless of location.

Coverage: Workers Compensation, General Liability, and Auto Liability

3. TPA Performance Scorecard

Measures your TPA on 30 objective criteria with Y/N scoring. Automatically calculates scores and shows quarter-over-quarter trends. Answer your CFO's question "Is our TPA getting better or worse?" with actual numbers.

Features: 30-point operational file review, annual renewal decision framework

4. Advanced Claims Review Action Tracker

Tracks action items, reserve adequacy, pattern injuries, and cost savings from every review. Zero-friction design with START HERE tab. Documents ROI for your CFO.

Critical feature: When your CFO asks "Who owes us what?" you have the answer in seconds.

5. Settlement & Reserve Toolkit

Five lightning-fast decision tools for use DURING quarterly reviews:

Reserve Quick Check (30 seconds): Should I approve this reserve increase?
Settlement Quick Range (45 seconds): Is this settlement offer reasonable?
High-Dollar Pre-Work (5 minutes): Structured prep for claims over $50K
Settle vs Litigate (1 minute): Should we settle or fight this claim?
Medical Management Trigger (30 seconds): Do we need IME or case management?

Design Features:

Every tool has "START HERE" tab with complete instructions
Excel comments on all input fields
Dropdowns for easy data entry (minimal typing)
Auto-calculations with clear formulas
Pre-filled examples showing proper usage
Color-coded for clarity
Works for WC / GL / AUTO coverage types

This Pays for Itself Immediately

Your time saved: 3 hours after each review × 4 reviews per year = 12 hours saved annually

What your time is worth: At $60 to $100 per hour, that's $720 to $1,200 in value every year

Your CFO's confidence: Professional metrics showing exactly what you accomplished. Your CFO trusts you with more authority.

Settlement authority: Clear ROI demonstrations get you authority to approve settlements during meetings. This saves tens of thousands on individual claims by avoiding delays.

One-time cost: $149

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