Subrogation and Recovery Cases
This dataset provides detailed records of insurance subrogation and recovery cases, including case status, financial recovery potential, legal actions taken, and actual amounts collected. It enables insurers to monitor recovery efforts, analyze outcomes, and optimize legal strategies for claims against third parties. The dataset is ideal for operational reporting, legal analytics, and financial forecasting in insurance recovery operations.
Sample rows
preview · 8 of 600 rows · all 18 columns| case_idstring | case_statusstring | recovery_potential_amountfloat | legal_action_takenboolean | legal_action_typestring | claim_idstring | insured_namestring | insured_policy_numberstring | third_party_namestring | third_party_contactstring | date_openeddate | date_closeddate | amount_collectedfloat | legal_action_datedate | recovery_outcomestring | responsible_adjusterstring | jurisdictionstring | notesstring |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CASE0001 | Open | 18500.75 | false | None | CLM10001 | Michael Thompson | POL123456A | Evergreen Logistics LLC | contact@ | 2022-02-15 | blank | 0 | blank | Ongoing | Samantha Voss | California | Case in initial review, awaiting documentation from insured. |
| CASE0002 | Closed | 2200 | false | None | CLM10002 | Emily Rodriguez | POL654321B | Metro Trucking Inc. | 415-555-9832 | 2021-06-21 | 2022-01-10 | 2200 | blank | Full Recovery | Aaron Patel | New York | Claim paid in full following settlement negotiations. |
| CASE0003 | Litigation | 120000 | true | Litigation | CLM10003 | Charlotte Davis | POL908712C | Precision Movers Corp. | info@ | 2023-03-11 | blank | 0 | 2023-05-01 | Ongoing | Brian Lee | Texas | Litigation initiated due to disputed liability. |
| CASE0004 | Denied | 0 | false | None | CLM10004 | Anthony Wilson | blank | Northern Construction | 716-555-6472 | 2020-09-30 | 2020-12-12 | 0 | blank | No Recovery | Sharon Kim | Illinois | Claim denied, no liability determined for third party. |
| CASE0005 | Settled | 5700.5 | true | Settlement | CLM10005 | William Harris | POL112233D | Riverbend Autos | riverbend.autos@ | 2022-11-28 | 2023-02-17 | 5700.5 | 2023-01-10 | Full Recovery | Jessica Evans | Florida | Settlement reached and payment received; case closed. |
| CASE0006 | Pending | 12500 | false | None | CLM10006 | Benjamin Young | POL556677E | Atlantic Freightways | blank | 2024-01-05 | blank | 0 | blank | Ongoing | Robert Murphy | Georgia | Awaiting third party response, no payment received yet. |
| CASE0007 | Open | 185000 | true | Demand Letter | CLM10007 | Ava Martinez | blank | Superior Hauling | ava.martinez@ | 2022-07-15 | blank | 0 | 2022-07-22 | Ongoing | Maria Perry | Pennsylvania | Demand letter sent, awaiting response from third party. |
| CASE0008 | Settled | 4300 | false | None | CLM10008 | Olivia Nguyen | POL778899F | Horizon Equipment Corp. | blank | 2021-03-18 | 2021-05-09 | 4300 | blank | Full Recovery | Steven Grant | Ohio | Quick settlement achieved after initial communication. |
| CASE0009 | Litigation | 450000 | true | Litigation | CLM10009 | Isabella Clark | POL334455G | Red Oak Transport | 402-555-1297 | 2023-08-22 | blank | 50000 | 2023-09-15 | Partial Recovery | Tina Foster | New Jersey | Partial payment obtained following court order. |
| CASE0010 | Denied | 0 | false | None | CLM10010 | Lucas King | blank | Summit Heavy Haul | lucas.king@ | 2021-12-03 | 2022-01-14 | 0 | blank | No Recovery | blank | Michigan | No evidence supporting liability; case closed. |
| CASE0011 | Pending | 11500 | false | None | CLM10011 | Ethan Baker | POL445566H | GoldStar Services | ethan.baker@ | 2023-11-01 | blank | 0 | blank | Ongoing | Janet Morris | North Carolina | Documents requested from insured for further review. |
| CASE0012 | Litigation | 10000000 | true | Arbitration | CLM10012 | Grace Phillips | POL667788I | Cobalt Industries | cobalt.industries@ | 2020-05-18 | blank | 0 | 2020-08-04 | Ongoing | Peter Chan | Arizona | High-value arbitration initiated due to contract dispute. |
| CASE0013 | Closed | 850 | false | None | CLM10013 | James Carter | blank | Big Sky Transport Inc. | james.carter@ | 2019-11-13 | 2020-02-25 | 850 | blank | Full Recovery | Henry White | Colorado | Minimal loss, full recovery received from third party. |
| CASE0014 | Pending | 8700 | false | None | CLM10014 | Sophia Turner | POL998877J | Blue Ridge Cargo | 336-555-2288 | 2023-04-28 | blank | 0 | blank | Ongoing | Melissa Green | North Dakota | Investigation ongoing, liability yet to be established. |
| CASE0015 | Settled | 4900 | true | Settlement | CLM10015 | Logan Edwards | POL223344K | Pioneer Solutions | logan.edwards@ | 2022-06-09 | 2022-08-16 | 4700 | 2022-07-20 | Partial Recovery | Erica Lane | Minnesota | Settlement led to partial payment after negotiation. |
| CASE0016 | Denied | 0 | false | None | CLM10016 | David Scott | blank | Sunrise Delivery Co. | david.scott@ | 2021-04-02 | 2021-05-17 | 0 | blank | No Recovery | Olivia Bennett | Virginia | No viable recovery path identified; claim denied. |
| CASE0017 | Open | 27500 | false | None | CLM10017 | Madison Brooks | POL334455L | Rapid Response Movers | madison.brooks@ | 2024-03-18 | blank | 0 | blank | Ongoing | Kyle Simpson | Oregon | Case recently opened, evidence collection underway. |
| CASE0018 | Closed | 1750 | false | None | CLM10018 | Ella Jenkins | POL556677M | Central Haulage | blank | 2020-07-26 | 2020-09-03 | 1750 | blank | Full Recovery | Karen Miller | Iowa | Recovery completed, all amounts collected. |
| CASE0019 | Litigation | 1800000 | true | Litigation | CLM10019 | Jacob Wright | POL778899N | Green Valley Logistics | jacob.wright@ | 2022-10-20 | blank | 320000 | 2022-11-12 | Partial Recovery | Victor Brown | Washington | Substantial partial recovery after court verdict. |
| CASE0020 | Pending | 14250 | false | None | CLM10020 | Mia Hall | blank | Silverline Carriers | mia.hall@ | 2023-09-27 | blank | 0 | blank | Ongoing | Lisa Carter | Nebraska | Case assigned, pending investigation results. |
What the 600 rows show
from the 600-row sampleLitigation (case status) stands out: 95 of its 95 rows have legal_
- 30%legal_
action_ taken = true - 4,300median recovery_
potential_ amount - 4recovery outcomes
- 96jurisdictions
- 0.0median amount_
collected
Median 4,300, from 0.0 to 100,000,000.
- string 12
- float 2
- date 3
- boolean 1
Columns
18 columns in four groups| column | type | description | example |
|---|---|---|---|
| Text 12 columns | |||
case_id | string | Unique identifier for the subrogation caseunique | CASE0001 |
claim_id | string | Reference identifier for the original insurance claim | CLM10001 |
insured_name | string | Name of the insured party involved in the claim | Michael Thompson |
insured_policy_number | string | Policy number of the insured partyoptional | POL123456A |
third_party_name | string | Name of the responsible third party pursued for recovery | Evergreen Logistics LLC |
third_party_contact | string | Contact details for the third party (phone or email)optional | 415-555-9832 |
case_status | string | Current status of the subrogation case6 values | Open |
legal_action_type | string | Type of legal action taken (if any)Demand Letter · Arbitration · Litigation · Settlement · None · optional | None |
recovery_outcome | string | Outcome of the recovery processFull Recovery · Partial Recovery · No Recovery · Ongoing · optional | Ongoing |
notes | string | Additional notes or comments about the caseoptional | Initial review underway. |
responsible_adjuster | string | Name of the insurance adjuster managing the caseoptional | Samantha Voss |
jurisdiction | string | Legal jurisdiction where the case is being pursuedoptional | California |
| Numbers 2 columns | |||
recovery_potential_amount | float | Estimated amount that could be recovered from the third party0 or more | 18500.75 |
amount_collected | float | Actual amount collected from the third party0 or more · optional | 0 |
| Dates and times 3 columns | |||
date_opened | date | Date the subrogation case was opened | 2022-02-15 |
date_closed | date | Date the subrogation case was closed (if applicable)optional | 2022-01-10 |
legal_action_date | date | Date legal action was initiated (if applicable)optional | 2023-05-01 |
| True or false 1 column | |||
legal_action_taken | boolean | Indicates if legal action was initiated against the third party | false |
Use it for
An insurance dashboard
The legal_
action_ taken rate, recovery_ potential_ amount by case_ status and a breakdown of legal_ action_ type. Excel, Power BI or Tableau. Why do 178 of 600 rows have legal_
action_ taken = true? A root-cause class exercise
Hand out the rows and one question. The answer is in the data, not in the brief.
- Cases600CASE000118500.75OpenCASE0003120000Litigati…CASE00055700.5Settled
A software demo
Believable cases with claim_
id, insured_ name and insured_ policy_ number to fill a screen in front of a buyer.
blueprint · subrogation-and-recovery-cases
Behind this dataset
Same schema. As many rows as you need.
These 600 rows came out of a blueprint — 18 columns with generation rules behind each one. Open it in Data Factory to retune a column, add your own, wire in foreign keys, and run it at the size you actually need.
- Subrogation case linked to primary claim
- Potential recovery amount estimated
- Responsible party identified
- Subrogation waiver check before pursuit
- Cost-benefit analysis for pursuit decision
- Legal representation assigned if needed
- Settlement negotiations tracked
- Recovery rate varies by line and jurisdiction
1 credit per row. New accounts start with 25 free credits.
- Exports
- CSV, JSON, JSONL, Parquet, SQL, Excel, TSV, XML
- Licence
- yours to use, including commercially
- API slug
- subrogation-and-recovery-cases