Features & Quick Stats
Key Features
- Unlimited AOR Requests
- E-Signature Tool
- Auto-delivery to Carriers
- Alerts & Scheduling
- Tracking Tool
- User Management
Core Business
How Loss Run Pro Helps Independent Agents & Brokers
AI Capabilities
Partnerships
Certifications & Awards
Subscriber Deals
Catalyit Team Review
Helping Agencies Eliminate the Administrative Burden of Commercial Loss Runs
Published: June 2026
What we like:
- Automates one of the most frustrating and time-consuming parts of commercial insurance prospecting: obtaining loss runs.
- Creates a more consistent process by generating request letters, collecting e-signatures, and automatically delivering requests to carriers.
- Provides visibility into request status, helping agencies track outstanding loss runs rather than relying on spreadsheets, emails, and manual follow-up.
- Integrates with agency management systems, making it easier to pull insured information and reduce duplicate data entry.
- Focuses on a very specific agency pain point instead of trying to be a broad workflow platform, which can simplify adoption and implementation.
Things to consider:
- The value is highest for agencies that regularly write commercial insurance and process a significant volume of loss run requests.
- Agencies with highly manual or inconsistent submission workflows may need to establish internal processes to fully benefit from the platform.
- While obtaining loss runs is critical, agencies still need a process for analyzing and acting on the information once it is received.
- Smaller agencies with limited commercial production volume may find the operational impact less significant than larger commercial-focused organizations.
Summary
Loss Run Pro is designed to automate the process of requesting, tracking, and managing commercial insurance loss runs. Instead of relying on emails, faxes, carrier websites, spreadsheets, and manual follow-up, agencies can create requests, collect electronic authorizations, and automatically deliver requests to carriers through a centralized workflow.
Why should agencies care? Because obtaining loss runs is often a bottleneck in the quoting process. Delays can slow submissions, create additional work for account managers and producers, and ultimately impact an agency's ability to move opportunities forward. Loss Run Pro addresses that challenge directly by reducing administrative effort and creating greater visibility into the status of requests.
What stood out during our review was the platform's focus. Rather than trying to solve every agency workflow problem, Loss Run Pro concentrates on making one critical process significantly easier. We also liked the combination of automated delivery, e-signatures, tracking capabilities, AMS integrations, and API connectivity that help agencies fit the solution into existing workflows.
For agencies that regularly pursue commercial business, the ability to spend less time chasing loss runs and more time preparing submissions could create meaningful operational efficiencies.
Key Features:
- Automated loss run request generation
- Electronic signature collection
- Automatic carrier delivery via email and fax
- Request tracking dashboard
- Alerts and scheduling tools
- AMS integrations
- User management controls
- API connectivity and workflow integrations
Best fit for:
- Commercial-focused independent agencies
- Agencies with multiple producers generating new business submissions
- Brokerages seeking to standardize loss run workflows
- Operations teams looking to reduce manual administrative work
- Agencies focused on improving submission turnaround times
May not be ideal for:
- Primarily personal lines agencies
- Agencies with very limited commercial quoting activity
- Organizations looking for a full underwriting or submission management platform
- Teams that already have a highly automated loss run process in place
Deeper Dive
The Problem Being Solved: Every commercial insurance producer understands the challenge. Before quoting many accounts, agencies need loss runs. Obtaining them often requires gathering authorization forms, contacting carriers, following up repeatedly, and tracking progress across multiple systems.
The process is important but rarely a productive use of agency time.
Loss Run Pro automates much of that administrative workload and provides a centralized location for managing requests from start to finish.
Why It Matters to Agencies: Commercial insurance remains highly competitive, and speed matters. When producers and account managers spend hours chasing loss runs, they are not prospecting, marketing accounts, advising clients, or servicing existing relationships. Reducing friction in the submission process can help agencies move opportunities through the pipeline more efficiently.
We see the greatest value for agencies that handle a steady volume of commercial submissions and want a more standardized workflow.
What Stood Out to Us: What stood out during our review was Loss Run Pro's practical approach to a longstanding industry problem.
The combination of automated request delivery, electronic authorization, status tracking, AMS connectivity, and open API capabilities creates a workflow that appears designed around how agencies actually operate.
We also appreciate that the company has focused on making the process easier for agency staff rather than adding complexity through unnecessary features.
Final Thoughts
We came away impressed by Loss Run Pro's focus on solving a very specific operational challenge that nearly every commercial insurance agency encounters.
The platform is not trying to reinvent the insurance workflow. Instead, it aims to remove friction from a process that consumes time, creates frustration, and can delay new business opportunities.
For agencies that regularly pursue commercial accounts and find themselves spending too much time requesting, tracking, and following up on loss runs, Loss Run Pro appears worthy of further evaluation as a practical workflow improvement tool.
* Unbiased review based upon information and insights available at the time of publication.
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