Trying to imagine how this might impact me which, I think, is probably not at all.
Looking back I've had a couple of bad outcomes that might have triggered the first letter. But I can't think of a time when I would have had two in 6 months. I also have fewer contracts nowadays, making it even less likely I'll be impacted.
As long as it's applied even then it's all good with me. It may even help to think out the competition which I am definitely all for.