RENEWALS RENEWAL FORMS (VALUE COLLECTIONS) THE HOW S, WHY S AND FEEDBACK OF VALUES COLLECTIONS
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1 RENEWALS RENEWAL FORMS (VALUE COLLECTIONS) THE HOW S, WHY S AND FEEDBACK OF VALUES COLLECTIONS
2 Agenda Instructions for completing 2018 renewal forms online Other forms (outside of ClearSight values collection) Changes to 2018 renewal forms and new questions Reasons for collecting over 300 data points Questions Thoughts and feedback for improvements 2
3 Renewal Dates July 20, 2017 General contact will receive two s: From ClearSight with instructions and login link From FCC Services with additional renewal forms not included in ClearSight s values collection August 10, 2017 All renewal forms are due
4 Welcome Screen Type the address of the general contact and click Log In. 4
5 FYI Due to license limitations, only one person per entity will receive an with login link. Login link can be shared with others who complete renewal forms. Use the general contact address to login to ClearSight website. Only one person can access a specific form at a time. 5
6 Accessing Renewal Forms- Collections Underwriting Data 6
7 Accessing Renewal Forms- Collections-Continued Electronic Forms (Collections)-All forms have to be submitted 7
8 Completing Electronic Forms 8
9 Completing Values Collection Forms Threshold: +/-10% 9
10 Threshold If the difference in exposure exceeds +/- 10%, provide an explanation in the comment box. 10
11 Three Types of Questions Required questions all required questions must be answered) If no exposure enter 0 or N/A Questions with tables click on symbol to open the table If no exposure enter 0 or N/A Non-required questions can be left blank 11
12 Example Question with a Table 12
13 Example of Question with a Tablecontinued 13
14 Optional Coverage Questions Optional coverage questions: EPL, PSL and Pollution - Do you wish to participate in the optional coverage? 14
15 Submitting Renewal Forms Online 15
16 Submitting Renewal Forms Online- Continued 16
17 Changes to Previously Submitted Forms You can make changes to previously submitted forms until August 10,
18 Software Requirements Software Version Security Protocol TLS 1.2 Operating System Windows Windows 10 Windows 7 & 8 (64-bit or 32) - combability not guaranteed Software Internet Explorer Microsoft Internet Explorer 11 (64-bit)3 Microsoft Internet Explorer 10 - combability not guaranteed Mozilla Firefox 51.x or higher Apple Safari (Mac) 9.x Adobe Reader Adobe Reader 11.0, Adobe Reader 15.0 Java (JVM) Java Client (JVM) 1.7, 1.8 Silverlight Silverlight 5.1.x3 Microsoft Office (Word/Excel) Microsoft Office 2015, Microsoft Office
19 Tips to Complete Electronic Forms Use Internet Explorer as your search engine Delete cookies Internet Explorer Save your information if you need to stop entry Open forms to full screen Arrows at the bottom of the screen will toggle between pages Utilize the scroll bar on the right side of the page 19
20 Additional Tips-Continuation Scroll bars within the tables will help you see all rows and columns Light Bulbs - rest your mouse on the light bulbs to see additional information Use either 0 or N/A for required questions and tables if your entity does not have that specific exposure to report 20
21 Mergers Mergers: January 1, let us know how are you planning to report your exposure - as a combined entity or each entity separately. If separately choose the same deductibles and limits. In the middle of all entities involved in mergers should choose the same limits and deductibles for
22 Values Collection Forms Outside ClearSight Following documents will be received via Summary of Coverages and Premiums Got Question Current vehicle list Contact list Outside position liability-list of current participants List of locations with employee and vehicle numbersas provided for 2017 renewal 22
23 Additional Forms-Website Forms available on the secured portion of website at Login to the website Property Casualty Renewal Forms Electronic renewal forms in Word format (with additional explanation) Pilot form (non-owned Air) and cover memo with coverage explanation Outside position liability (Exhibit A & B) and cover memo with coverage explanation Vehicle template (to provide updated vehicle schedule)-mandatory Location_Employee_Vehicle Template-Mandatory 23
24 Employee_Location_Vehicle Template 24
25 Auto Liability Participation Template 25
26 Changes to Reported Exposure Changes can be made to your reported exposures until December 15, 2017 You ll need to send the request into FCC Services 26
27 Changes to the Renewal Process Deductible selection questions - OP, LSI, MI and APD Will be included in the Underwriting Data Value Collection form Cyber Lloyds of London Application No need to complete application this year unless there is a material change 27
28 New Questions for 2018 Renewal EPL: Wage and Hour separate application (if we pursue the coverage) Cyber: Five top critical vendors by type of services offered D & O: Questions related to issuance of subordinated debts 28
29 Questions? Questions on How? 29
30 Why we are asking so many questions? Premium Allocation Underwriting Submissions 30
31 Premium Allocation Program Pricing Based on Formulas used Auto Liability (Captive) Average autos for the year Base rate per auto for Captive Three years premium Three years actual losses Prior year mileage reimbursement Autos * captive rate = base premium Three years losses / three years premium = loss ratio Base premium * loss ratio debit/(credit) = loss adjusted premium Reimbursed miles *.05 = mileage premium (Loss adjusted premium *.95) + mileage premium = Total Captive premium (If no autos are reported, a $500 minimum premium is used) Auto Liability (Excess) Average autos for the year Annual carrier premium Annual carrier premium / total number of autos = rate per auto Rate * entity autos = Total excess premium Auto Physical Damage (Captive) Blanket Bond (Captive) Deductible Quarterly reported auto count Captive base rate Three years funding (premium) Three years losses Deductible Assets Average # of employees for the year Quarterly reported auto count * quarterly captive rate for selected deductible = base premium Three years losses / three years premium = loss ratio Base premium * loss ratio debit/(credit) = Total Captive premium Assets * captive asset rate = asset premium Employee counts * captive employee rate = employee premium Assets / total System assets * asset premium = entity asset premium Employees/ total System employees * employee premium = entity employee premium Entity asset premium + entity employee premium = Total excess premium Blanket Bond (Excess) Assets Average # of employees for the year Excess carrier premium Carrier premium / 2 = asset premium Carrier premium / 2 = employee premium Entity assets / total System assets * asset premium = entity asset premium Entity employees/ total System employees * employee premium = entity employee premium Entity asset premium + entity employee premium = Total excess premium D&O (Captive) Deductible Assets # of directors Non-accrual loans Net acquired Average # of employees for the year Three years claims reported Three years premium Three years actual losses Minimum premiums (based on asset size) Captive asset rate Captive employee plus director rate Assets * captive asset rate = captive asset rate Employees & directors * captive person rate = captive person rate Entity assets * captive asset rate = entity asset premium Entity employees + directors * captive person rate = entity person premium Entity asset premium + entity person premium = base premium (net acq d + non-accrual) / assets = adverse asset ratio (adverse asset ratio debit or credit + reported claims debit or credit + paid claims debit) * base premium = adverse adjusted premium Adverse adjusted premium compared to minimum premium = Captive premium (greater number used) Captive premium capped at +/-25% of previous year premium 31
32 Premium Allocation-Continued D&O (Excess) Assets, # of directors, non-accrual loans, net acquired Average employee count Carrier excess premium Carrier premium to be collected * 75% / total System assets = asset rate Carrier premium to be collected * 25% / total System employees + directors = person rate Assets * asset rate = asset premium Entity employees + directors * person rate = person premium Asset premium + person premium = Total excess premium Total premium compared to prior year and capped at +/ 25% Employment Practices Liability (Excess) Participation question Deductible Average # of employees for the year Carrier excess premium Annual carrier premium / System employees reported = rate Rate * entity employees = Total excess premium Fiduciary (Captive) Deductible Average # of employees for the year Captive rate Employees * captive rate (per deductible selection) = Total Captive premium Fiduciary (Excess) Average # of employees for the year Carrier excess premium Annual carrier premium / employees = rate per employee Rate * employees = Total excess premium General Liability (Captive) Average # of employees for the year Rate per employee for Captive Employee count * captive rate = Total Captive premium General Liability (Excess) Average # of employees for the year Carrier excess premium Annual carrier premium / employees = rate per employee Rate * entity employees = Total excess premium 32
33 Premium Allocation-Continued Leased Property (Captive) Leased Property (Excess) Lenders Single Interest (LSI) (Captive & Excess) Loan Officers/Appraisers (Excess) Mortgage Impairment (Captive & Excess) Quarterly reported values Captive rate Quarterly reported values Carrier excess rate Deductible Scheduled value Captive base rate Three years funding (premium) Three years actual losses Carrier rate # of loan officers and appraisers to be covered Carrier premium # of loans by category and limits Captive rate Carrier rate Scheduled value/100 * Captive rate = Captive premium Scheduled value/100 * Excess rate = Total excess premium Three years losses / three years premium = loss ratio Base Captive rate (for selected deductible) * loss ratio debit/(credit) = Captive rate Captive rate + carrier rate = total rate Scheduled value/100 * number of days in quarter * rate / 365 = quarter deposit premium Annual carrier premium / total System loan officers/appraisers to be covered = rate per loan officer/appraiser Rate * entity loan officers/appraisers = Total excess premium Captive rate (per deductible selected) * reported loans = Captive premium Carrier rate * reported loans = excess premium Captive premium + excess premium = Total premium Network Security (Excess) Average # of employees for the year Service provider: # of employees service is provided for Online users: # of online users Base User rate of total premium: # of employees divided by (# of employees plus # of online users) less half of Service Provider weight. On-line User rate of total premium: # of online users divided by (# of employees plus # of online users) less half of Service Provider weight. Service Provider premium is $25K of total premium, which equates to 8% of total premium. Base User rate is Base User rate of total premium times total premium divided by # of employees. On-line User rate is On-line User rate of total premium times total premium divided by # of online users. Service Provider rate is Service Provider premium divided by # of employees service is provided for. Base user premium: # of employees times Base User rate. On-line user premium: # of online users times On-line User rate Service provider premium: # of employees service is provided times Service Provider rate. (Minimum premium is $385.) 33
34 Premium Allocation-Continued Notary E&O (Excess) Outside Positions Liability (Excess) Pollution Liability (Captive) # of notaries to be covered Carrier excess premium # of people to be covered Carrier excess premium Assets, non-accrual loans, net acquired assets, property scheduled values, # loan officers Annual carrier premium / total notaries = rate per notary Rate * entity notaries = Total excess premium Annual carrier premium / total # of outside positions = rate Rate * entity # of outside positions = Total excess premium Captive asset rate * 33% = asset premium Captive adverse rate * 39% = adverse asset (non-accrual loans+ net acquired assets) premium Captive property rate * 20% = property premium Captive loan officer rate * 8% = loan officer premium Asset premium + adverse asset premium + property premium + loan officer premium = Total Captive premium Pollution Liability Owned premises (PARLL) (Excess) Property scheduled values Carrier excess premium Annual carrier premium / property scheduled values = rate Rate * property scheduled values = PARLL premium Pollution Liability Real estate lender (RELP) (Excess) Assets, non-accrual loans, net acquired Carrier excess premium Annual carrier premium * 80% = asset premium Annual carrier premium * 20% = adverse asset premium Asset premium / System assets = asset rate Adverse asset premium / System adverse assets = adverse asset rate (Entity assets * asset rate) + (entity adverse assets * adverse asset rate) = RELP premium 34
35 Premium Allocation-Continued Professional Liability (Captive & Excess) Deductible Sales revenue by category, limits, deductible Captive rates for insurance sales, MIS, all other revenue Carrier excess premium Insurance sales revenue * Captive rate (per deductible selected) = Captive premium A MIS revenue * Captive rate (per deductible selected) = Captive premium B All other revenue * Captive rate (per deductible selected) = Captive premium C Annual carrier premium / total System revenue = excess rate All entity revenue * excess rate = Excess premium Captive premium A + Captive premium B + Captive premium C + Excess premium = Total premium (If calculation of premium is below the minimum premium, the minimum premium is used: $250 for $10k deductible; $150 for $25k deductible, or $100 for $50k deductible) Property (Captive & Excess) Deductible Scheduled value Captive base rate Three years funding (premium) Three years actual losses Carrier rate Three years losses / three years premium = loss ratio Base Captive rate (for selected deductible) * loss ratio debit/(credit) = Captive rate Captive rate + carrier rate = total rate Scheduled value/100 * number of days in quarter * rate / 365 = quarter deposit premium Umbrella (Excess) Average # of employees for the year Carrier excess premium Annual carrier premium / total System employees = rate per employee Rate * entity employees = Total excess premium Workers Compensation (Captive) Workers Compensation (Excess) Estimated payroll Captive base rate Three years claims Three years premium Estimated payroll Carrier excess premium Class code rates by state Estimated payroll * Captive rate = base premium Losses / premium = loss ratio Base premium * loss ratio debit/(credit) = Total Captive premium Estimated payroll * class code rates (by state) = manual premium Manual premium * experience modifiers = modified premium Entity modified premium / Total System modified premium * Annual carrier premium = Total excess premium Workplace Violence (Captive) Average # of employees for the year Captive rate Employee count * captive rate = Total Captive premium 35
36 Premium Allocation-Continued The above document is available on the secured portion of the website at Login Property Casualty Tab Schedules Rating Explanation 36
37 Underwriting Submissions Components of Submission: Data points collected through renewal value collections and other forms Detailed Claims Reports Financial results of the Farm Credit System and Captive 37
38 Underwriting Submissions- Continued 38
39 Underwriting Submissions- Continued 39
40 Questions from Underwriters What do our underwriters ask us when we present the Farm Credit System? 40
41 Questions? Questions on Why? 41
42 Thoughts and Feedback Thoughts and feedback for improvements FCC Services will be switching to a new RMIS system January
43 Presented by: Maryla Sikora Brad Langan Senior Program Manager Director of Finance, Risk Management FCC Services, Inc. FCC Services, Inc East Maplewood Avenue, Suite East Maplewood Avenue, Suite 225 Greenwood Village, Colorado Greenwood Village, Colorado
44
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