Loss runs tend to be underrated from a sales perspective, but make no mistake. Ordering from the insured is no different than telling the incumbent agent to bring their "A" game to the renewal. So we made it easier to order direct from the carrier, who's much less likely to relay to the agent.
What's left: the insured's signature. That's it.
Best of all, it's prefilled. You take care of the rest.
Ask the incumbent for loss runs and you've announced yourself. Order direct from the carrier and your competition stays asleep at the wheel.
Everything the form needs is already on the account, so there's nothing to type.
Open the account and generate the release. Insured, carrier, policy number and addresses come prefilled from the Xdate record.
One click emails the release form to the insured. They sign off. Nothing else is asked of them.
The request goes to the carrier, not the incumbent agent. You keep control of the timeline.
A pdf of loss runs is a document. Xtract turns it into data: claims, reserves, paid and incurred, extracted to CSV or JSON so you can analyze the book instead of retyping it.
| Year | Claims | Incurred | Open |
|---|---|---|---|
| 2025 | 4 | $28,400 | 1 |
| 2024 | 7 | $96,100 | 0 |
| 2023 | 3 | $14,800 | 0 |
| 2022 | 6 | $61,200 | 0 |
| 2021 | 5 | $33,900 | 0 |
Start free and send your next release form in about a minute.