What's Needed for an A.I.M. Review?
minimizes the time and effort required on the part of
our clients. Although the following list is typical of
the information and documentation we need, AIM will try
to work with whatever documentation you can provide to
us without expending unreasonable time and effort.
A description of your
business operations as they pertain to
Workers’ Comp premiums.
- Copies of the audit
billing statements for the past three years
(or for the specific policy years you want
- Copy of the original
policies for the past three years, showing
premium calculations for the same past
policy periods as above.
- Copy of the current
policy, showing premium calculations (if you
wish to have the current policy reviewed).
- Copies of experience
modification factor worksheets for the
policy years to be reviewed (as available).
- Copies of audit
workpapers for the same periods (as
- Loss runs
covering the past five years.
- For policyholders
on loss-sensitive plans, copies of
additional billing adjustments
for the same policy periods.