[[Actuarial Notes Wiki|Wiki]] / [[Exam 5 (CAS)]] / **Loss Adjustment Expenses (LAE)**
## Definition
==Loss Adjustment Expenses LAE== Loss adjustment expenses (LAE) are the costs incurred by an insurance company to investigate, defend, and settle insurance claims. LAE is a critical component of total claim costs and must be included in ratemaking and reserving.
## Types of LAE
### Allocated Loss Adjustment Expenses (ALAE)
Expenses directly attributable to specific claims:
- Defense attorney fees
- Expert witness fees
- Court costs
- Independent adjuster fees
- Medical examinations
- Appraisal costs
### Unallocated Loss Adjustment Expenses (ULAE)
Expenses not directly attributable to individual claims:
- Claims department salaries
- Claims office rent and utilities
- General claims administration
- Technology and systems
- Claims training
- File storage
## Importance
### Ratemaking
LAE can represent significant portion of total costs:
- Auto liability: 10-15% of losses
- Workers compensation: 10-20% of losses
- Professional liability: 30-50% of losses
- Must be included in rate calculations
### Reserving
- ALAE reserved with individual claims
- ULAE estimated in aggregate
- Affects ultimate loss projections
- Impacts reserve adequacy
## Treatment in Ratemaking
### Loss Plus LAE Methods
**Including LAE in Loss Ratio Method**
```
Loss Ratio = (Losses + LAE) / Earned Premium
Target Loss & LAE Ratio = (1 - Expense Ratio - Profit)
```
**Pure Premium Method with LAE**
```
Pure Premium including LAE = (Losses + LAE) / Exposures
Rate = Pure Premium / (1 - Expense Ratio - Profit)
```
### Separate LAE Loading
Some methods calculate LAE as percentage:
```
LAE Ratio = LAE / Losses
Total Claim Cost = Losses × (1 + LAE Ratio)
```
## Example Calculation
```
Workers Compensation Rate Indication:
Losses: $1,000,000
ALAE: $150,000
ULAE: $100,000
Total LAE: $250,000
Exposures: 1,000 units
Earned Premium: $1,500,000
Loss & LAE Ratio:
= ($1,000,000 + $250,000) / $1,500,000
= $1,250,000 / $1,500,000
= 83.3%
Pure Premium:
= $1,250,000 / 1,000
= $1,250 per exposure unit
LAE as % of Losses:
= $250,000 / $1,000,000
= 25%
```
## Treatment in Reserving
### ALAE Reserves
- Estimated for each claim
- Based on expected defense/settlement costs
- Developed using triangles
- Part of case reserves
### ULAE Reserves
- Estimated in aggregate
- Typically as ratio to losses
- Historical expense ratios
- Applied to unpaid loss estimates
### Development Patterns
```
ALAE may have different patterns than losses:
- Defense costs may peak later than indemnity
- Settlement costs concentrated at closure
- Different tail factors may apply
```
## Variations by Line of Business
### High ALAE Lines
**Liability Lines**
- Professional liability: 30-50%
- General liability: 15-25%
- Requires extensive legal defense
**Workers Compensation**
- Medical case management
- Vocational rehabilitation
- Legal defense: 10-20%
### Low ALAE Lines
**Property Lines**
- Homeowners: 5-10%
- Commercial property: 5-10%
- Mostly appraisal and adjustment
## Trends in LAE
### Increasing Factors
- Legal costs rising
- Complex claims requiring more expertise
- Increased litigation
- Technology investments
### Efficiency Opportunities
- Claims automation
- Predictive analytics
- Early intervention programs
- Improved case management
## Related Concepts
- [[Allocated Loss Adjustment Expenses (ALAE)]]
- [[Unallocated Loss Adjustment Expenses (ULAE)]]
- [[Pure Premium Method]]
- [[Loss Ratio Method]]
- [[Case Reserves]]
## References
- Werner & Modlin, Chapters 4, 5
- Friedland, Chapter 3