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loss run review

We welcome the challenge and the opportunity to earn your confidence.

Your client's loss history deserves an experienced review. We welcome the opportunity to examine the claims, understand the program, and identiy where our experience could make a financial difference. 

We'll provide proposed solutions and pricing, typically within 3-5 business days of recieving the information needed for the review, so you can move the conversation forward with your client.  

the review

Understand the losses.
Consider the possibilities.

We Loss runs show what has been paid and what remains reserved. Understanding what those figures mean for your client takes a closer look. We consider claim activity, open exposures, and the needs of the program to identify where further examination may be warranted and where Convergent could help.

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Our purpose is to give you a considered recommendation you can bring to your client with confidence, making your job eaiser. 

what to include

  • Loss history: Five prior years plus the current year, if available, including open and closed claims and the report’s valuation date.
     

  • Claim details: Claim number, date of loss, claim description, open or closed status, paid amounts, outstanding reserves, and total incurred.
     

  • Program information: Client name, business description, operating states, lines of coverage, and deductible or retention.
     

  • Your objectives: Renewal or anticipated transition date, services requested, and any claims or concerns you would like us to examine.
     

  • Your contact information: Name, brokerage or company, email, and phone number.
     

  • Excel, CSV, or searchable PDF files are preferred. If you have less history or incomplete information, contact Jean to discuss what is available.

what to expect

  • Jean and our team will review your submission and follow up with any questions or additional information needed.
     

  • Proposed solutions and pricing are typically provided within 3-5 business days after the information needed for review is received. 
     

  • Please include any submission or renewal deadline so we can discuss timing with you.

request a loss run review

Jean Chocola
SVP Operations

jchocola@convergentclaimservices.com
 

Email Jean to begin your review. For files containing sensitive claim information, contact her first to arrange an appropriate transfer method.
 

We welcome the opportunity to earn your confidence.

we welcome the opportunity to learn about your program

Convergent Nationwide
Convergent Claim Services

Solutions with Honor. Service with Purpose. Returning the Power to Our Partners.
 

Corporate Headquarters
40 Shuman Boulevard
Suite 104
Naperville, Illinois 60563
630-364-2194

Midwest Regional Office
100 West Lawrence Street
Suite 230
Appleton, Wisconsin 54911

Western Regional Office
9732 Pyramid Way,
Suite 216
Sparks, Nevada 89441

Southern Regional Office
290 Interstate North Circle, Southeast, Suite 200
Atlanta, Georgia 30339

© Convergent Claim Services 2026 All Rights Reserved

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