Retrospective Premium Calculator

Build a fair premium from real losses. Tune conversion, development, and basic cost factors easily. Compare limits, chart outcomes, then export your report instantly.

Calculator

The premium used as the plan’s reference.
Paid + case reserves for the policy period.
Scales incurred losses to estimated ultimate.
Adds claim handling and adjustment load.
Captures fixed costs, overhead, and profit.
Example: 1.06 means 6% taxes/assessments.
Minimum as a share of standard premium.
Maximum as a share of standard premium.
Used only for display and exports.
Controls display precision in tables and exports.
Tip: If your final premium hits a limit, adjust factors to test scenarios.

Example data table

Use these sample inputs to verify outputs and exports.

Standard Premium Incurred Losses LDF LCF BPF Tax Mult. Min Factor Max Factor
25000 18000 1.05 1.10 0.25 1.06 0.80 1.20
40000 12000 1.10 1.12 0.22 1.07 0.75 1.30
60000 52000 1.03 1.08 0.28 1.05 0.85 1.15

Formula used

1) Developed losses: Developed = Incurred Losses × LDF

2) Converted loss: Converted Loss = Developed Losses × LCF

3) Basic premium: Basic Premium = Standard Premium × BPF

4) Pre-tax premium: Pre-Tax = Converted Loss + Basic Premium

5) Unbounded premium: Unbounded = Pre-Tax × Tax Multiplier

6) Final premium with limits: Final = clamp(Unbounded, Min, Max)

7) Limits: Min = Standard × Min Factor, Max = Standard × Max Factor

How to use this calculator

  1. Enter the standard premium from your rating worksheet.
  2. Add incurred losses for the same policy period.
  3. Set LDF to project incurred losses to ultimate.
  4. Set LCF to include claim handling and adjustment costs.
  5. Choose a basic premium factor for fixed expenses and profit.
  6. Apply your tax multiplier and min/max factors.
  7. Click calculate, review charts, then export your results.

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Important Note: All the Calculators listed in this site are for educational purpose only and we do not guarentee the accuracy of results. Please do consult with other sources as well.