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Loss Run Remarketing Software for Insurance Agents

Summarize claims history, explain why the rate moved, and build remarketing submissions — before the renewal becomes a fire drill.

InsurGrid reads loss runs across carriers, scores claims trends, and drafts the renewal story — for the client and for the market — so producers walk into every commercial renewal with the narrative already written.

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Producer reviewLoss Run Remarketing

Opportunity queue

Multi-year trends: Frequency + severity scoring

Renewal narrative: Client-ready explanation

Ready to approve

AI drafts the next best outreach. Producers review before anything goes out.

Multi-year trends
Frequency + severity scoring
Renewal narrative
Client-ready explanation
Submission packet
Remarketing-ready summary
Producer queue
Approve before send

Why Loss Run Remarketing matters

Turn policy data into timely, reviewable outreach that helps producers retain, grow, and capture more business.

Walk in with the story already written

Every commercial renewal needs a "why your premium changed" conversation. InsurGrid drafts it from the actual loss runs — frequency, severity, large-loss flags — so producers stop building summaries by hand the night before.

Remarket faster when the market hardens

When a carrier non-renews or rates spike, the bottleneck is packaging the account. InsurGrid assembles a clean loss summary and exposure snapshot ready to send to alternative markets.

Defend the renewal before the client shops

A documented, advice-first loss-trend review reframes a rate increase as risk management — not a reason to call three other agents.

Read every carrier's format

Loss runs arrive in dozens of layouts. InsurGrid extracts and normalizes claims data across carriers so the trend analysis is consistent account to account.

E&O-safe, producer-in-the-loop

Summaries and outreach are drafted from extracted data and queued for producer approval, with a full audit trail of what was sent and when.

One view across every line

Roll up loss history across GL, workers comp, commercial auto, and property into a single account view, so multi-line renewals read from one consistent source of truth. ---

How Loss Run Remarketing works

Three steps from policy data to producer-approved outreach.

01

Pull and normalize loss runs

InsurGrid ingests loss runs from supported carriers, extracts claim-level data, and normalizes it into a consistent structure across the account's policies.

Loss Run Remarketing
Pull and normalize loss runs
Producer approval queue
02

Score the trend

The system scores frequency, severity, open vs. closed reserves, and large-loss outliers, then flags the storyline (improving, deteriorating, single-event).

Loss Run Remarketing
Score the trend
Producer approval queue
03

Draft both narratives

AI produces a client-facing renewal explanation and a market-facing remarketing summary. Producer edits, approves, and sends — or pushes to AMS/CRM via API.

Loss Run Remarketing
Draft both narratives
Producer approval queue

What Loss Run Remarketing generates

Structured outputs producers can review, attach, send, or push into the next workflow.

Loss summary report
Claim count, paid + reserved, severity tiers, large-loss flags, 3–5 year trend - Internal / client
Client renewal narrative
Plain-language trend explanation, risk-management framing, recommended actions - Insured
Remarketing submission packet
Normalized loss data, exposure snapshot, lines summary, cover note - Carriers / wholesalers
Producer task
Accounts with deteriorating trends, open large losses, missing loss runs - Internal
Audit record
What was generated, edited, approved, and sent - Compliance / E&O
Structured data export
Generated from policy data and routed for producer review.

Common workflows

Practical ways agencies use Loss Run Remarketing inside retention, sales, and service motions.

Hard-market renewal defense

Rate increase triggers a loss-trend narrative that frames the renewal around risk, not price.

Carrier non-renewal remarketing

Non-renewal notice auto-builds a submission packet for alternative markets.

Pre-renewal book triage

90-day commercial cohort ranked by loss deterioration so producers work the riskiest accounts first.

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Related AI Marketer workflows

Connect this page back to the parent suite and the InsurGrid workflows that power it.

AI Marketer Suite

Related workflow in the InsurGrid AI Marketer suite.

Loss Runs

Related workflow in the InsurGrid AI Marketer suite.

Renewal Marketer

Related workflow in the InsurGrid AI Marketer suite.

Loss Run Remarketing FAQs

Answers for agencies evaluating this AI Marketer workflow.

Where does the loss data come from?

From loss runs retrieved and extracted in InsurGrid. The system normalizes multiple carrier formats into one structure for trend analysis.

Does it write the email to the client?

It drafts both a client-facing renewal narrative and a market-facing remarketing summary. Both land in a producer approval queue for edits before anything sends.

Can it handle multi-line commercial accounts?

Yes. It rolls up loss history across GL, workers comp, commercial auto, and property into a single account view.

Is this a replacement for our underwriting judgment?

No. It assembles and explains the data; producers and underwriters make the decisions. All AI output is review-first.

How does it connect to our AMS?

Through InsurGrid integrations (Applied Epic, AMS360, EZLynx, HawkSoft, AgencyZoom) and API/webhooks for custom workflows.

Stop rebuilding the loss summary the night before renewal

See InsurGrid turn a stack of loss runs into a client narrative and a remarketing packet in a live demo.

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