Quoting new business should be straightforward. But for many agencies, one step consistently slows everything down: obtaining loss runs.
Before a submission can move forward, loss history needs to be collected from prior carriers. In theory, this sounds simple. In practice, it often means searching for old policies, identifying the right carrier contacts, sending requests, and following up repeatedly—sometimes across multiple carriers and multiple years.
When this process falls on the insured, it creates even more friction. Clients may not know who to contact, what to request, or how to obtain the correct reports. What should be a professional, guided process becomes confusing and time-consuming for everyone involved.
As a result, quoting timelines stretch longer than they should. Opportunities stall. And agencies spend valuable time tracking down documents instead of focusing on advising and serving their clients.
Forward-thinking agencies are solving this by bringing structure and visibility to the loss run process.
Instead of relying on scattered emails and manual follow-ups, they’re using centralized workflows to request and track loss runs in one place. This allows them to see exactly which policies have been requested, what has been received, and what still needs attention—without relying on clients to coordinate it themselves.
Loss Run Pro was built to support this shift.
Loss Run Pro provides a single platform where agencies and insureds can request, track, and receive loss runs from carriers. It gives agencies visibility into the status of each request and helps ensure nothing falls through the cracks.
Importantly, carriers remain the source of the reports. Loss Run Pro simply creates a structured, transparent process around obtaining them.
For agencies, this means faster quoting timelines and fewer manual follow-ups.
For insureds, it removes the burden of navigating carrier processes on their own.
For both, it creates a smoother, more professional experience.
Loss runs will always be required in insurance. But the way agencies manage the process is evolving. By removing friction and improving visibility, agencies can quote more efficiently—and keep their focus where it belongs: on their clients.