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

Overview

Loss Run Requests in Expert Insured streamline how teams initiate, track, and complete requests for historical loss data from carriers. Built into our insurance operations platform, this capability ensures clean handoffs, clear SLAs, and full auditability across underwriting and brokerage workflows.

Whether you are an MGA, MGU, wholesaler, or carrier partner, timely and accurate loss history shortens quoting cycles and improves risk selection. Loss Run Requests are orchestrated within Workflow and Task Management so nothing falls through the cracks and every request is measured, escalated, and completed on time.

Why it Matters

  • Faster quote turnaround by securing loss history early in the intake or renewal cycle
  • Reduced rework with carrier- and LOB-specific routing, templates, and documentation
  • Strong compliance through auditable timelines, approvals, and correspondence logs
  • Better broker and insured experience with clear status, reminders, and fewer back-and-forth emails

Who it is For

How it Works

Why Expert Insured is Best for Loss Run Requests

Expert Insured unifies loss run intake, routing, documentation, and follow-up inside a single agency management system, eliminating swivel-chair work across email and spreadsheets. With configurable SLAs, role-based queues, and carrier- and LOB-specific workflows, teams move faster while maintaining rigorous controls. Because Loss Run Requests are embedded across submission and renewal flows, underwriting gains earlier visibility and operations gain reliable cycle-time metrics. The result is fewer delays, cleaner files, and more competitive quotes.

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Frequently Asked Questions

A loss run request asks a prior carrier for the insured’s historical loss data. Initiate it at submission intake or immediately at pre-renewal to avoid quoting delays and ensure underwriters have complete loss history.

Requests are routed to role-based queues using Role-Based Tasks Assignment and Queues, so intake, underwriting assistants, and account managers each see clear priorities.

Yes. Configure timers, reminders, and escalation paths with SLA Tracking and Escalations to keep carriers and brokers on schedule.

Yes. Use Custom LOB and Carrier Workflows to tailor forms, approval gates, and routing for each carrier and line of business.

Loss runs link directly to submissions and policy files in Policy Management, including workflows for New Business and Renewals and Creating and Requesting Quotes.

Yes. Intake and status updates can be managed through the Brokerage Workflow, giving partners visibility without manual follow-ups.

All outbound letters and confirmations can be generated and logged within the Issuance Workflow, preserving a complete audit trail.

Yes. The feature supports MGAs, MGUs, wholesalers, and carriers, aligning with program structures while remaining configurable within our insurance management system.