Reports Overview

Mod Advisor launched new reports in July of 2024 in addition to the original reports. 

The reports are designed to be used together to create an overall picture of an account and help identify trends or patterns visually. Your expertise can help craft the narrative and overall risk solution.

Here’s a breakdown of the reports available:

BENCHMARKING REPORTS (If available)

These reports are used to benchmark your account to the deidentified dataset of Mod Advisor for insights.  

COVER PAGES

These are designed to help tailor your reports to your client and consist of a variety of industry type reports.  

CORE REPORTS

Core reports are designed to summarize the information contained in a bureau report and the Manual Premium Value. The predominant bureau report seen is from NCCI, so that is the primary focus of these reports.  This will not work in all states.  For example, the California bureau report does not contain the policy premiums and so some of the reports might not appear correctly until this information is entered. 

Please note that if there are multiple policy periods effective in a year, this information will be aggregated for these reports.

SUMMARY REPORTS

The summary reports are designed to provide a high-level overview of detailed claim information.  The documents are limited to the TOP 10 field groupings and sorted by the experience mod impact. 

Please note that if there are multiple policy periods effective in a year, this information will be aggregated by policy effective year for these reports.

DETAILED REPORTS

The detailed reports are meant to provide detailed information.  There is a detail report that matches the summary reports so if you want to see the information being aggregated at the summary level, please refer to the detail report. 

WORKSHEETS

These are the bureau represented worksheets.