Advisor Communication
Halstead Risk Advisors · Elena Ruiz, CIC — Senior Risk Advisor
Message Thread
Shared between the insured and the advisory team
Elena Ruiz · Senior Risk Advisor
Aug 19, 9:14 AMWorkers' comp submission is out to five markets. Zurich has indicated a 6–9% increase absent improvement in the North Plant loss ratio — the ergonomics retrofit will matter at renewal.
Grant Holloway · Client · Operations Director
Aug 19, 10:02 AMUnderstood. Amara has the lift-assist retrofit scheduled for the week of 9/8. I'll confirm completion documentation goes into the safety folder.
Marcus Feld · Claims Advocate
Aug 18, 4:48 PMChubb has scheduled mediation on CLM-2202 for 10/14. Requesting updated site photos and the revised spotter policy before the pre-mediation call.
Elena Ruiz · Senior Risk Advisor
Aug 16, 8:30 AMReminder: Cardinal Staffing is on site without a certificate. Recommend suspending their access until the COI and additional insured endorsement are received.
Service Team
Senior Risk Advisor
Claims Advocate
Risk Control Consultant
Account Manager
Open Requests
Updated statement of values for 2027 property renewal
In ProgressClient · Facilities · Due 2026-09-05
Q2 payroll by class code for WC audit
Action RequiredClient · Controller · Due 2026-08-31
Loss control survey report — Houston Yard
ScheduledAdvisor · P. Raman · Due 2026-09-18
Contractual review — Bluegate Logistics MSA renewal
In ProgressAdvisor · Legal · Due 2026-08-28
Recent Activity
Uploaded 2027 Workers' Comp renewal submission
Elena Ruiz · 2 hours ago
Requested updated reserves on CLM-2202 ahead of mediation
Marcus Feld · Yesterday
Flagged Cardinal Staffing COI as missing — contract at risk
Elena Ruiz · 3 days ago
Completed loss control survey at North Fabrication Plant
Priya Raman · 6 days ago
Closed CLM-2205 with $27,410 total incurred
Marcus Feld · 2 weeks ago