s e l Performance Management ip c in r & Requirements P S R NA • Explain all applicable coverages to insureds upon new loss set up or first contact and document same in the notes. • Adjusters are still to set-up “record-only losses” (where the claimant is fully at fault/liability only) including ECLDA, contacts are to be attempted, storage and e accident forms are to be sent, and the file is to be closed. c o Please note that these files should opened under the “record-only” feature and n a will contain a $0 reserve for purposes of record keeping. i pl m • ISO Guidelines – An ISO report will run automatically for every new claim. Claims Co staff must review all ISO insights upon receipt or within 1 business day and document same in the notes. t o ISO in C3 en o There is an ISO search tab in the claim file, however these are not always ems related to this claim. A SMQuery should be requested, and they provide gt aen background check, social media and ISO reports. n aem r e Mi cu • Complete New File Contacts - use additional resources as needed to find #’s (ISO, neq a google, policy app, etc) m& R or f er P • Atty Rep: establish contact w/ claimant attorney to introduce yourself and to obtain: o Injury description o Any missing biographical info (ssn, dob, etc) o Open up dialogue on possible low impacts, exaggerations, injury hx, etc. e es o Status of treatment / demand ivi t t i l a i r b t i Recorded Statements is inons m p d es • It is mandatory that recorded statements be obtained on ALL new files. Recorded A R statements are especially important in the following situations: o Any time there is no police report. o Lane changes o Conflicting statements o Facts of loss are at issue. g k o Coverage issues exist. n or gi a W n a our M Y 10 Confidential, Proprietary and Trade Secret Document of NARS and protected by the Florida Uniform Trade Secrets Act, chapter 688, Florida Statutes. No use allowed unless specifically authorized.