Loss Run Retrieval Software for Insurance Agents

Request, retrieve, and review carrier loss run reports without the follow-up chase.

InsurGrid helps agencies collect insured authorization, pull supported loss run documents, and turn claims history into workflow-ready data for renewals, remarketing, and underwriting review.

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Request details

Insured: Archer Supply Co.

Carrier: Supported commercial carrier

Policy period: Prior 5 years

Authorization: E-consent received

Retrieved loss run summary

Claim

Status

Reserve / paid

Slip and fall

Closed

$0 / $12,450

Auto liability

Open

$18,000 / $4,250

Property damage

Closed

$0 / $6,700

1 link

Start the request and capture authorization.

5 years

Collect the claim history underwriters ask for.

PDF + data

Use the document and structured fields together.

Audit trail

Track consent, requests, retrieval, and handoff.

Built for the messy middle of renewal workflows

Loss runs matter most when the agency is already juggling carriers, insureds, producers, and renewal deadlines.

Fewer manual follow-ups

Send one clear request, track progress, and avoid the usual back-and-forth across email, portals, and carrier contacts.

Cleaner underwriting packages

Give producers and underwriters the claim detail, status, reserve, and paid-loss context they need before remarketing.

Structured claims history

Use loss run PDFs and normalized fields in downstream quote flows, account reviews, and agency workflows.

Workflow and API ready

Route retrieved documents and fields into the systems your team already uses for renewal, remarketing, and reporting.

Renewal-ready cadence

Trigger loss run collection ahead of renewal review instead of waiting until the account is already under pressure.

Better client conversations

Explain loss trends, open claims, and claim-free periods with a cleaner source of truth.

How loss run retrieval works

Send the request, retrieve the report, and move claims history into the renewal workflow.

Request loss runs

Start with the insured, carrier, policy period, and required report history. InsurGrid gives the client a guided authorization flow.

Retrieve the report

For supported carriers and documents, InsurGrid helps retrieve loss run PDFs and keeps a record of the request path.

Review claims history

Use the loss run report and extracted fields in renewal reviews, quote submissions, account summaries, and agency follow-up workflows.

What InsurGrid captures from loss runs

Give producers and underwriters the claim details they need before renewal, remarketing, or account review.

PolicyholderNamed insured and account details

CarrierCarrier and policy source

Policy periodEffective and expiration dates

Claim dateDate of loss and report date

Claim typeLiability, property, auto, workers comp

StatusOpen, closed, reopened, pending

Paid amountTotal paid and expense detail

ReserveOpen reserve and total incurred

Claim notesDescription and adjuster context

Document linkPDF source and retrieval record

Built for renewal, remarketing, and underwriting

Use loss run retrieval wherever claim history changes pricing, eligibility, or the client conversation.

Common workflows

Renewal reviews

Collect claim history before the account review so producers can discuss trends and open claims with context.

Commercial remarketing

Package current loss run PDFs and structured fields for markets that need five-year claim history.

Underwriting handoff

Route loss details, reserves, paid amounts, and source documents into the submission workflow.

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Loss run retrieval FAQs

Answers for agencies collecting claims history before renewal and underwriting review.

What is loss run retrieval software?

It helps agencies request and collect loss run reports, track insured authorization, and use claims history during renewal, remarketing, and underwriting workflows.

When should an agency request loss runs?

Most teams request them before renewal reviews, remarketing, underwriting submissions, account rounding conversations, or any workflow where claim history changes pricing or eligibility.

Does InsurGrid replace carrier portals?

No. InsurGrid helps organize the request and retrieval workflow for supported sources so the agency has a clearer process and record.

Can loss run data be used in other systems?

Yes. Teams can connect retrieved documents and fields to InsurGrid API, integrations, and downstream workflow pages.

Ready to make loss run collection easier?

See how InsurGrid can help your team collect, review, and route loss run reports with less manual follow-up.

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