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Run: Reinsurer Financial Strength and Concentration Review Worksheet

Use this worksheet to document reinsurer creditworthiness, concentration risk, collateral coverage, and approval actions in one review record. It helps you s...

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Review Scope and Reinsurer Identification

Reinsurer legal name and group affiliation documented

Review date and review period recorded critical (required)

Lines of business and treaties included in scope identified

Reviewer name and department recorded

Financial Strength and Creditworthiness

Current financial strength rating reviewed and documented critical (required)

Rating outlook or watch status reviewed critical (required)

Capital adequacy or surplus position reviewed critical (required)

Liquidity indicators reviewed for ability to pay claims and recoverables critical (required)

Recent adverse developments identified and assessed critical (required)

Yes No N/A

Latest audited financial statements or equivalent reviewed critical (required)

Yes No N/A

Concentration Across the Reinsurance Program

Largest single reinsurer share of ceded premium reviewed critical (required)

Largest single reinsurer share of recoverables reviewed critical (required)

Exposure concentration by reinsurer group reviewed critical (required)

Single-event or catastrophe program dependence reviewed critical (required)

Yes No N/A

Concentration trend versus prior review assessed

Collateral, Security, and Recoverability

Collateral requirement determined based on reinsurer credit profile critical (required)

Yes No N/A

Collateral type and amount documented critical (required)

Collateral coverage ratio reviewed against outstanding recoverables critical (required)

Legal enforceability or custody of collateral verified critical (required)

Yes No N/A

Actions, Exceptions, and Sign-Off

Exceptions or deficiencies documented with remediation plan critical (required)

Diversification or placement action required critical (required)

Final reviewer approval critical (required)

Final review status critical (required)

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