Exam 5 · Recoveries, LAE & Reserve Evaluation · Free Lesson

Judge whether an unpaid claim estimate is adequate and reasonable by examining the loss ratios, severities, frequencies, and pure premiums it implies.

Free CAS Exam 5 (Basic Ratemaking and Reserving) lesson in Recoveries, LAE & Reserve Evaluation. 16 min read, ~2,444 words.

You finish a reserve review and land on an ultimate claim estimate. Before you sign it, ask a harder question: does the number tell a believable story? Translate it into the loss ratios, severities, frequencies, and pure premiums it implies, then check whether that pattern makes sense.

An unpaid claim estimate is only a residual: ultimate claims minus paid claims. You cannot judge it directly. But every ultimate estimate implies a set of ratios you already have expectations about. If those implied ratios are wildly off trend, the estimate is suspect.

KEY: You do not test the reserve dollar in isolation. You test the ultimate it produces by asking whether the implied loss ratio, frequency, severity, and pure premium are consistent with each other and with prior years.

Reasonableness testing assumes you have several candidate estimates to compare. Berquist and Sherman recommend that a complete unpaid claim analysis draw on methods spanning five categories:

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Exam shortcut

When handed ultimates by accident year, immediately build four columns: loss ratio, pure premium, frequency, and severity. The outlier year is the answer to almost any reasonableness prompt. Before comparing loss ratios, silently on-level the premium and trend the losses. Two years that look different raw often match once adjusted, and the true outlier only then appears. Split every pure premium into frequency times severity.

The full lesson (about 2,444 words, 16 min read) adds 3 worked examples, all 6 common mistakes, a self-check, free in the app.

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