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SUB-32146

Priya Raman· +12095550182·LM-WC-3308714-26(WC-CA)

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SUB-32146CLM-59898

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Activity (1)

completed

Convert submission to claim

WC policy linked and all basics captured (DOI, workplace address, mechanism, body part) — the WC specialist driver should take over.

9/4/2026, 7:28:53 PM· Symphony Agent

Claim Data

Everything captured about this loss. Amber values are live — extracted in-call before reconciliation. Confirm and override as needed.

Policy

Policy #
LM-WC-3308714-26
Product
WC-CA
Risk address
1450 Almond Terrace Drive, Modesto, CA, 95358

Reporter

Reporter name
Priya Raman
Reporter phone
+12095550182
Reporter email
Priya.Raman@Valleverdefoods.Com

Policy

Policy number
LM-WC-3308714-26

Loss details

Type of claim
Date of loss
required
Approximate time of loss
Loss address
What happened (caller narrative)
Areas affected
Damage description
Property occupied at time of loss
Accident location
Citation issued (statute)
Adverse carrier claim number
Authorities called
Mitigation started
Occupied at loss
People injured

Next Steps

Payment method
Has contractor estimate
Callback number confirmed
Preferred follow-up channel
Best time to reach them
Has evidence to share

Authorities

Authorities involved
Police report number
Police agency
Fire report number
Fire department

Business Income

Average daily rate (ADR)
Occupancy rate (%)
Period of restoration — start
Period of restoration — end
Extra expense incurred

Cause Fire

Fire origin
Fire extinguished by
Smoke damage in unaffected rooms

Cause Theft

Point of entry
Items stolen
Serial numbers (if shared)

Cause Water

Water source
Water shut-off accessible
Mold visible
Pipe location
Leak repaired
Water on the floor
Room > 400 sq ft
Room/floor finished

Cause Wind

Roof age (years)
Shingle / roof type
Interior leaks visible

Commercial intake

Caller's role at the organization
Named insured (organization)
VALLE VERDE FOODS, LLC
Financial contact name (GM/owner)
Financial contact email
Rooms / units out of service

Damages

Alleged cost of repair
Implicated trades
Buildings / units affected

Employee

Date of birth
SSN (last 4)
Date of hire
Occupation
Employment status

Employment & wages

WC class code
8018
Employer FEIN
87-4419026
Employer NAICS
Employee preferred contact channel
Employee represented by counsel?
Attorney of record
Modified duty status
Modified duty task list
Wage continuation during modified duty
Full Wage, Same 40 Hours, Same Shift
Base hourly rate
26.50
Scheduled hours per week
40
Overtime hours (52 wk)
Actual gross earnings (52 wk)

Estimate

Repair facility
Repair facility phone
Estimate number
Estimate date
Estimator
Estimate type
Parts subtotal
Labor subtotal
Materials subtotal
Estimate total
Supplement total
Revised total

Fleet Vehicle

Fleet unit number
Vehicle
VIN
Odometer at loss
Drivable after loss

Injury

Injury mechanism
Overexertion Lifting
Date of injury (DOI)
2026-03-02
Time of injury
2:40 PM
Date reported to employer
2026-03-02
Date reported to claims administrator
2026-03-02
Jurisdiction
CA
Workplace address
1450 Almond Terrace Drive, Modesto, CA 95358
Body part
Arm
Side (L/R/bilateral)
Right
Nature of injury
Strain / Tear
Mechanism narrative
Employee Reached Overhead To Retrieve A 42 Lb Case Of Crushed Tomatoes From Shelf 2 At 68 Inches High On Warehouse Rack Bay 3, Forcing Arm Up And Back.
ICD-10 (primary)
ICD-10 (secondary)
Cause narrative
Pulling A 42 Lb Case From Elevated Shelf
Written work restrictions
Restrictions effective date
Restrictions estimated duration (weeks)
Restrictions reassessment trigger

Inspection report

Inspection completed at
Inspection findings summary
Replacement cost value (RCV)
Actual cash value (ACV)
Recoverable depreciation
Net ACV payable now

Liability

Police report status
Disputed liability facts
Agent-filed FNOL

Litigation

Court
Case number
Date complaint filed
Date served
Responsive pleading due
Causes of action
Claimant
Plaintiff counsel
Civ. Code § 910 (SB800) notice — date served

Mitigation

Mitigation started
Mitigation vendor
Mitigation vendor phone
Contractor engaged
Contractor
Contractor phone
Preferred cleanup vendor

Mitigation invoice

Mitigation invoice vendor
Mitigation invoice total
Mitigation invoice date
Mitigation invoice number
Mitigation invoice balance due
Mitigation service start
Mitigation service completion

Other

Estimated amount
Best callback window

People & witnesses

Injuries reported
Injury summary
Witnesses
Luis BarragáN, Order Selector, Approx. 20 Feet From Event

Program

Client approval status
Client approved on

Project

Project name
Project address
Insured's role on the project
Property type
Number of units

Property Condition

Displaced from property
Where they're staying now
Displaced since
Water shut off
Power shut off
Gas shut off
Prior claims at this property
Rooms affected
Floors affected
Opening to the outside

Provider

MPN status
Specialty

Rental

Rental reservation
Rental daily rate
Rental days
Rental total
Rental return date

Repair

Repair shop
Estimate number
Original estimate total
Days to repair (DTR)
Projected completion date
Supplement 1 — delta
Revised repair total
Final invoice total
Repair completed
Drop-off scheduled
Drop-off reschedule requested

Repairs

Body shop chosen
Body shop name

Risk transfer

Trade
Subcontract requires additional insured status?
Indemnity clause type
COI deficiencies
COI policy period
COI certificate holder

Statutory clocks

MPN ID

Coverage trigger

Date of substantial completion
Notice of Completion — recorded date
Alleged manifestation date
Potentially triggered policy years
Other liability coverage in the trigger window

Vehicle

Vehicle year
required
Vehicle make
required
Vehicle model
required
Drivable status
required
VIN
License plate

Communication Hub

Reach the insured, vendors, or other parties. Pick a contact and channel — phone, SMS, or email. Every reply is logged here automatically.

Priya Raman

+12095550182 · priya.raman@valleverdefoods.comPrefers email

Email·Priya RamanSep 4, 7:28 PM

New WC claim — Ellison, Marcus — DOI 3/2/26 — right shoulder

Good morning, Reporting a new injury from yesterday afternoon. One of our order selectors, Marcus Ellison, hurt his right shoulder pulling a case down off an overhead rack in the dry goods warehouse. His supervisor sent him over to Valley Occupational Health the same afternoon and they took an x-ray. He is back today on light duty. Attached are the 5020, the claim form he filled out, the supervisor's incident report with a witness statement, some photos our supervisor took of the rack and the case, and his job description. Please let me know the claim number and who is handling it. He is asking about whether his time yesterday afternoon gets paid and I want to give him a straight answer. Let me know if you need anything else from us. Thanks, Priya Raman HR & Safety Manager | Valle Verde Foods, LLC (209) 555-0182

Email·Symphony · Symphony AgentSep 4, 7:34 PM

Re: New WC claim — Ellison, Marcus — DOI 3/2/26 — right shoulder

Priya, We have your report. The claim is set up as CLM-59898 under policy LM-WC-3308714-26. Sam Chen is the adjuster of record. As of today, up to $10,000 in medical treatment inside the Larkspur Mutual Medical Provider Network (MPN 2519) is authorized for Mr. Ellison under LC §5402(c), pending the compensability determination. Valley Occupational Health is inside the MPN, so his same-day visit and follow-up care there are covered. On your payroll question: Marcus is entitled to be paid in full for the day of injury by the employer for the balance of that shift, so no workers' comp wage-replacement benefit is owed for 3/2. If he remains on modified duty at his full wage and full hours going forward, no workers' comp wage-replacement benefit is payable — the wage he earns from the modified assignment substitutes for it. Wage-loss benefits only come into play if a doctor takes him off work or reduces his hours and there is an actual gap in earnings. We have received: the Form 5020, the DWC-1, the supervisor's incident report with Mr. Barragán's witness statement, the photo log of Rack Bay 3, and the order-selector job description. We are contacting Marcus and Valley Occupational Health today. I'll write to you again tomorrow morning to close out the employer portion of three-point contact — a few questions on wages and modified duty. Nothing needs preparing, though if you can have his payroll records to hand it will save us a second exchange. Sam Chen Larkspur Mutual — Claims

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Documents

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5 documents

04_Photo_Log_Scene_Exhibit.pdf

photo log scene exhibit · 2 pages

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