Exam 5 · Unpaid Claim Estimation Techniques · Free Lesson

Handle large losses in a reserve study so a few big claims do not distort the estimate.

Free CAS Exam 5 (Basic Ratemaking and Reserving) lesson in Unpaid Claim Estimation Techniques. 16 min read, ~2,348 words.

One $4 million fire lands in a single accident year. If you leave it in the paid triangle, that year's development factor spikes, and the chain ladder projects a phantom pattern onto every other year. The fix is to pull the big claim out, develop the rest, and add the large losses back in on their own terms.

A loss triangle assumes each accident year develops along a similar percentage path. That works when claims are numerous and homogeneous. A single catastrophic claim violates the assumption. It inflates one cell, warps the age-to-age factor out of that cell, and because you average factors across years, it contaminates the projection for years that never had such a claim.

KEY: The goal is not to erase large losses. It is to stop one accident year's random big claim from setting the development pattern for all years.

You have two coequal ways to keep one big claim from steering the pattern. Both strip its volatile portion from the working triangle, then add a separately estimated large-claim provision back.

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Common mistakes

Bottom line

Exam shortcut

When a problem flags a specific large claim in a triangle, immediately handle it either way the data invites: split it at the stated threshold, or exclude it entirely, drop the excess out of the cell, and re-run the age-to-age factor to show the smoother pattern. Then add a large-claim provision back regardless of which treatment you chose. The threshold rule of thumb: same real dollar level every year.

The full lesson (about 2,348 words, 16 min read) adds 2 worked examples, all 7 common mistakes, a self-check, free in the app.

Learning objectives

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