Expert Insured joins the Selectsys Family of Solutions for MGAs, MGUs, Wholesalers, and Carriers Read the Press Release

Overview

Loss Run Generation and Sending lets you produce accurate claim histories on demand and deliver them to carriers, brokers, and insureds with a complete audit trail. Built within Claims Tracking, it compiles paid, reserved, and open claim details into standardized or carrier-specific formats.

For MGAs, MGUs, wholesalers, and carriers, timely loss runs reduce friction in quoting, renewals, and stewardship. Expert Insured’s insurance management platform centralizes source-of-truth claim data so loss runs are consistent, fast, and compliant.

Why it Matters

  • Speeds submissions and renewals by providing current loss data without manual re-keying
  • Reduces E&O exposure through consistent templates, controls, and auditability
  • Improves carrier and broker satisfaction with accurate, on-time documentation
  • Cuts operational costs by automating multi-policy and multi-year rollups

Who it is For

How it Works

  • On-demand or scheduled loss run generation at policy, account, or program level using data from Claims Tracking
  • Configurable valuation dates, policy terms, and loss periods with saved presets
  • Inclusion of paid, reserved, and outstanding details sourced from Reserve Tracking and supported by Adjuster Notes and Documentation
  • Carrier-specific and broker-specific templates with automatic field mapping
  • Rollup across multiple policies tied through Policy Management
  • Optional enrichment from external administrators via TPA Integrations
  • Delivery via secure email or portal share with a full history of recipients, timestamps, and message content
  • Performance dashboards that surface request volume and turnaround times in Claims Analytics and Dashboards

Why Expert Insured is Best for Loss Run Generation and Sending

Expert Insured unifies claims, policy, and submission data in a single insurance management system, eliminating manual reconciliation. Native templates ensure consistent output across carriers, while role-based controls, logging, and status updates from Claims Workflow and Statuses provide complete oversight. As an agency management system, it scales from single-policy requests to portfolio rollups and integrates TPA feeds without compromising data integrity.

Related Articles

What to look for in an insurance platform in 2025
How to choose the right system for your agency

Frequently Asked Questions

Loss runs include claim identifiers, loss dates, status, paid amounts, reserves, total incurred, and brief descriptions. Data is sourced from Claims Tracking and enriched with financials from Reserve Tracking.

Yes. You can compile account-level rollups that aggregate all in-force and historical policies linked in Policy Management, with controls for date ranges and valuation dates.

Use presets to set loss periods and valuation dates, then apply them per request. Presets can be saved and reused to align with carrier or broker requirements.

Yes. Create templates with the fields and order required by each carrier. Mapping applies automatically at runtime to produce consistent output.

Yes. Schedule monthly or quarterly runs tied to renewal calendars, and route delivery to designated recipients. Activity is tracked in the delivery log and visible in Claims Analytics and Dashboards.

Claims administered by TPAs are included when connected through TPA Integrations, ensuring paid and reserve amounts are current before generation.

Each request records recipients, timestamps, delivery status, and the exact document version. Notes and follow-ups can be captured in Adjuster Notes and Documentation.

Accurate, current loss runs accelerate quoting and improve hit rates. You can attach them directly to submissions in New Business and Renewals or during Creating and Requesting Quotes.