Professional Resources for Risk and Claims Leaders

Your program has gaps.
We built the tools to close them.

Field guides, playbooks, and toolkits built from 15 years of VP-level experience managing self-insured programs across five states.

Free Weekly Newsletter
Loss Run Insights

One practical brief a week on reserve governance, TPA oversight, and the patterns your loss run is already showing you.

Subscribe Free →
Field Guides & Toolkits
Shop the Ecosystem

Playbooks and ready-to-use tools for remote WC programs and claims review, built from real self-insured programs.

Browse Resources →
Claims Review · The Flagship Program

Stop running reviews on gut feeling.

The quarterly claims review is one of the highest-leverage habits in the job. Done well, it catches drifting reserves, stalled litigation, and TPA blind spots months before they turn expensive. The Claims Review Playbook and Premium Toolkit turn that habit into a repeatable system, built from real self-insured programs.

9Complete Chapters
45Cost-Saving Questions
90Days to Full Results
Claims Review Playbook Cover
Flagship Playbook
The Claims Review Playbook

The step-by-step system to lead claims reviews that reduce costs, improve outcomes, and strengthen financial control. Built around the CONTROL framework, it's the structure behind every stat above.

$9.99 Kindle $44.99 Paperback
$149
Premium Claims Review Toolkit

5 professional Excel tools: 210-question strategic bank, multi-location coordinator, TPA scorecard, action tracker, and settlement toolkit.

$149
Free Claims Review Starter Templates Cover
Free Starter Templates

5 battle-tested templates to launch your claims review program. Annual schedule, settlement authority forms, action tracker, cost savings tracker, and bonus TPA follow-up email.

Free Download

Premium Toolkit details: full contents and preview on Payhip

See Full Details →
Course · Launching Soon

You've read a hundred loss runs.
Have you actually understood one?

Most risk and claims managers were handed a loss run on day one and told to figure it out. Nobody taught you what the codes mean, what a reserve pattern is trying to tell you, or which lines to question before your next renewal.

Know Your Loss Runs is the self-paced course that finally teaches the skill nobody trained you on. Short video lessons, real practice exercises, and a certificate you can put on LinkedIn when you're done.

  • Read coverage codes and reserve fields like a claims veteran, not a guesser
  • Spot reserve drift and litigation risk before they become expensive
  • Walk into your next TPA call already knowing what to ask
  • Build a review cadence you can actually keep up with
Join the waitlist

Get an instant bonus, the 5 loss run terms your file assumes you already know, and be first to know when the course opens.

Get the Free Guide →

No spam. Unsubscribe anytime.

What's Inside
01
Reading a loss run line by line, coverage codes and status fields decoded
02
Reserve patterns: what a change is actually telling you
03
Spotting litigation risk and repeat-claim patterns early
04
Building a review cadence that actually holds up
The 90-Day Remote Workers Comp Playbook Cover
Remote Workers' Compensation

A complete system for remote WC, built as its own dedicated resource.

Five field guides, a 90-day playbook, and seven ready-to-use tools, all built specifically for remote claims. It's a big enough topic that we gave it its own home.

Explore Remote WC Resources →
Loss Run Insights: Free Weekly Newsletter

Most risk managers are flying blind on their own loss runs.

Every week, one practical brief written for corporate risk managers and claims leaders running self-insured programs. No fluff. Just the signals that matter.

Reserve Governance TPA Oversight Pattern Recognition Claims Strategy Leadership Reporting
Subscribe Free → Read on Substack. Unsubscribe anytime.
This Week's Free Download The TPA Report Gap Checklist. 5 questions your monthly TPA report never answers.
Get It Free ↓