Sarah Johnson

sarah.johnson@company.com

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Acme Manufacturing Co.

Policy: POL-12345

Referral Details

In Progress
Trigger High Loss Ratio
Premium $275,000
Loss Ratio 78.5%
Claim Count 12
Producer Marsh & McLennan
Assigned To Sarah Johnson
Referral Date Jan 06, 2026
Compliance Partial

Decision

Accepted
By Mike Chen on Jan 11, 2026

Workflow Timeline

Referral Created

Jan 06, 2026

By System

Review Completed

Jan 09, 2026

By Sarah Johnson

Decision: Accepted

Jan 11, 2026

By Mike Chen

Contact Insured

Jan 14, 2026

By Sarah Johnson

LCR Draft

Due: Jan 23, 2026
In Progress

LCR Approval

Due: Jan 26, 2026

LCR Sent

Due: Jan 29, 2026

Notes

Sarah Johnson Jan 09, 2026 at 11:43 PM

Initial review completed. Loss ratio has been elevated for the past 3 years. Recommending acceptance with enhanced loss control measures.

Mike Chen Jan 11, 2026 at 11:43 PM

Approved for acceptance. Please proceed with LCR development focusing on fleet safety and driver training programs.

Sarah Johnson Jan 14, 2026 at 11:43 PM

Contacted insured via phone. Scheduled site visit for next week to assess current safety protocols.