Get Loss Control Information Worksheet - Tdi Texas

Filling out the Loss Control Information Worksheet is an important step for businesses seeking to manage their risk effectively. This guide provides clear, step-by-step instructions on how to complete this form online, ensuring that you provide all necessary information accurately.

Follow the steps to fill out the Loss Control Information Worksheet online

1. Press the ‘Get Form’ button to access the Loss Control Information Worksheet. This will open the form in your online document management system.
2. In Part A, begin by entering the policy number in the designated field. Follow this by filling in the policyholder's name, the effective date of the policy, and the location address of the policyholder. Additionally, record the number of locations in Texas and the estimated annual premium.
3. Complete the operational details in section 2, which requires information such as the radius of operation, the number of drivers, and the number and type of vehicles. Do this for the current policy year as well as the two previous policy years.
4. In step 3, record the number of occurrences or claims from the current and prior years. Then, in step 4, fill out the frequency indicator, which is calculated using the number of occurrences for the vehicles insured.
5. For the loss ratio in step 5, use the formula: (Incurred losses / Earned premium) x 100 to express the result as a percentage. Ensure that you collect the necessary data to input here.
6. Document the number of visits made to the account by the Loss Control Representative in step 6, noting visits for the current and the two previous policy years.
7. Identify the date of the last loss control visit in step 7. Enter the name of the individual completing the worksheet followed by the date it is being filled out.
8. Move to Part B and provide descriptive information regarding the operations, potential risks, and types of losses experienced in step 1 and step 2 of this section.
9. In steps 3 and 4, detail the loss control measures and training assistance provided to the insured. Be thorough in the types of materials shared and recommendations made.
10. Complete the final sections regarding the safety and maintenance programs in steps 5 to 7, providing detailed evaluations and any recommendations made.
11. After all fields are completed, save your changes. You will have the option to download, print, or share the filled-out form as needed.

Begin filling out the Loss Control Information Worksheet online today to ensure effective risk management for your business.