Step 1: Creating a New Aggregate Report

The New Aggregate Report Wizard will guide you step-by-step through creating a new aggregate report for claims. After entering all data pertaining to a given aggregate report you may review the data before submitting it to the Office of Insurance Regulation.  

To Start a New Aggregate Report :

  1. Click the New Aggregate Report link from the PLCR Workbench task bar.  The Start a New Aggregate Report page will display.

  2. Click the Next button to continue. The Select OIR Licensed Insurer An entity licensed by OIR under Chapter 624 (p. III) or Chapter 641 (p. I) of the Florida Statutes. page will display.

 

The Start a New Aggregate Report Page

 

Select OIR Licensed Insurers:

  1. To choose an insurer, click the radio button next to the insurer in the list of available licensed insurers. If you have no OIR licensed insurer in your Workbench, click the Add New Insurer button to add a new OIR licensed insurer to your Workbench.  Visit the Setting Up a Licensed Insurer help page for more information about adding a new licensed insurer.

 

The Select OIR Licensed Insurer Page

 

  1. Click the Next button.  The Select Reporting Year page will display.  

Select Reporting Year

  1. Select the reporting year. An annual aggregate report for all claims can be filed for the previous year and one year prior to the previous year. In the example below, the current year is 2004.

 

The Select Reporting Year Page

 

  1. Click the Next button. The Select Policy Type page will display.

Select Policy Type

  1. Select the type of policy, Claims Made or Occurrence.  Annual aggregate report for all claims can be submitted annually for Claims-Made policies or Occurrence Policies, or both. The Office of Insurance Regulation requires you to submit an annual aggregate report for all claims annually by March 1st of each calendar year.

    • Claims Made - A policy in which the insurer agrees to pay for damages for Bodily Injury or Property Damage for which a claim A demand for payment from a self-insured entity or an insurer for losses sustained by a claimant. is first made during the policy period. Covers claims reported ("made") during the policy period, regardless of when the underlying accident occurred.

    • Occurrence -  Policy in which the insurer agrees to pay for damages for Bodily Injury or Property Damage that occurs while the policy is in force. Covers claims occurring during the policy period and it does not matter when the claim is made.

 

The Select Policy Type Page

 

  1. Click the Next button. The Enter Report Name page will display.  

Enter Report Name

  1. You may choose to name your report.  This is optional, but it is useful for future reference.  Enter the desired name of the report.

 

The Enter Report Name Page

 

  1. Click the Save button.  You will be prompted with the following dialog box. If you click the OK button, you will begin a new aggregate report for the chosen policy type (i.e., the new aggregate report wizard will re-start) .  If you click the Cancel button, the Aggregate Claims Reporting Summary page will display.

 

 

 

You've now completed the initial steps for creating your new aggregate report for claims. Please review Step 2 - Understanding the Claim Summary Page before filling in specific details in your aggregate report.