Automating Loss Runs Without Compromising Compliance

How modern tools can streamline requests while keeping you aligned with carrier standards. 

When it comes to commercial insurance workflows, “fast” and “compliant” don’t always go hand-in-hand. Agencies want efficiency—but not at the expense of accuracy, client privacy, or carrier-specific requirements. 

That’s why loss run automation can feel risky.

But it doesn’t have to be. 

Loss Run Pro was designed specifically to keep agencies both efficient and in alignment with how carriers operate.

Here's how: 

• Requests are sent on your client’s letterhead with your branding
• E-signatures are securely collected before anything is transmitted
• Carriers receive completed, compliant documentation directly—no faxes, no confusion
• All activity is tracked and time-stamped, so your team stays in the loop
• No unnecessary data is shared, and nothing is stored that shouldn’t be 

 It’s compliance-conscious automation—because speed should never cost you trust. 

Whether you’re handling agent-of-record changes or quoting new business, Loss Run Pro helps you modernize without cutting corners.