--- title: LossRunner description: Appulate LossRunner creates an easy way to request loss runs on behalf of current customers as well as prospects with an electronic signature. --- [Skip to content](https://help.appulate.com/en/knowledge/lossrunner#main-content) English Show submenu for translations ![appulatelogo-1.svg\]](https://help.appulate.com/hubfs/appulatelogo-1.svg) - [Appulate](https://appulate.com/?browse) Open main navigation Close main navigation - [Appulate](https://appulate.com/?browse) - English Show submenu for translations - [appulate.com](https://appulate.com/) [appulate.com](https://appulate.com/) Get help from Appulate team - There are no suggestions because the search field is empty. 1. [Help](https://help.appulate.com/en/knowledge?hsLang=en) 2. [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en) 3. [Appulate functionality](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#appulate-functionality) # LossRunner This short [video](https://youtu.be/29ayZoIQmZE?si=eJ2Nj5OORLP2qY-s) will walk you through using LossRunner in Appulate.  This article provides information on Appulate's LossRunner functionality. - [Overview](https://help.appulate.com/en/knowledge/lossrunner#overview) - [Loss Runs page](https://help.appulate.com/en/knowledge/lossrunner#loss-runs-page) - [How to add and edit carriers and policy numbers](https://help.appulate.com/en/knowledge/lossrunner#add-edit-carrier-number) - [How to add and edit insurance history](https://help.appulate.com/en/knowledge/lossrunner#add-insurance-history) - [Sending LossRunner request](https://help.appulate.com/en/knowledge/lossrunner#lossrunner-request) - [Additional actions with loss runs](https://help.appulate.com/en/knowledge/lossrunner#additional-actions) ### Overview Appulate's LossRunner creates an easy and trackable way to request loss runs on behalf of current customers as well as prospects, complete with an [electronic signature](https://help.appulate.com/en/knowledge/esignature?hsLang=en). This functionality is available for both mono and package lines. Loss Runner is now free for agents. Note: This page isn't available for the Person-type insured and [Personal insurance lines](https://help.appulate.com/en/knowledge/personal-lines?hsLang=en). ### Loss Runs page In Appulate, the **Loss Runs** page is used to store documents on the insured's claims made in previous years and to send loss run requests.  You can find loss runs on the **Quote request > Loss Runs** page and [Documents page](https://help.appulate.com/en/knowledge/new-documents-tab?hsLang=en). However, the LossRunner functionality is not available on **Documents** page. The **Loss Runs** page displays information in the **Carrier**, **Year**, **Coverage** (for package lines), and **Policy number** columns. The information is grouped by carriers. [![Loss Runs page](https://help.appulate.com/hs-fs/hubfs/2024-08-28_17-22-19%20loss%20runs%20page.png?width=688&height=222&name=2024-08-28_17-22-19%20loss%20runs%20page.png)](https://help.appulate.com/hubfs/2024-08-28_17-22-19%20loss%20runs%20page.png?hsLang=en) The insurance periods and other information displayed here come from the questionnaire > **Insurance history**. The section might have a different name (for example, **Coverage history**) depending on the insurance line. #### How to add and edit carriers and policy numbers The **Loss Runs** page allows you to add or edit an insurance period's **Carrier** and **Policy number**: - To add or edit a carrier, just click the **Carrier** field (**Enter carrier name**) and type in the name of the market. - To add or edit the policy number, click the **Policy number** field (**Add policy number**) and fill in the **Edit policy number** dialog. [![Adding carrier and policy number](https://help.appulate.com/hs-fs/hubfs/2024-08-28_17-29-15%20Adding%20carrier%20and%20policy%20number.gif?width=688&height=319&name=2024-08-28_17-29-15%20Adding%20carrier%20and%20policy%20number.gif)](https://help.appulate.com/hubfs/2024-08-28_17-29-15%20Adding%20carrier%20and%20policy%20number.gif?hsLang=en) However, you cannot add or edit insurance periods as a whole. This can only be done in the questionnaire > **Insurance history**. If the Loss Runs page is empty, this means you haven't added the **Date business started** and any insurance periods in the questionnaire. Clicking **Add insurance periods** will redirect you to the questionnaire. [Fill in the Insurance history section there](https://help.appulate.com/en/knowledge/lossrunner#add-insurance-history) to start using LossRunner. [![Empty Loss runs page](https://help.appulate.com/hs-fs/hubfs/2024-08-12_16-48-46%20loss%20runs%20empty%20page.png?width=688&height=319&name=2024-08-12_16-48-46%20loss%20runs%20empty%20page.png)](https://help.appulate.com/hubfs/2024-08-12_16-48-46%20loss%20runs%20empty%20page.png?hsLang=en) Note: During Uplink, market names can be misspelled or transferred incorrectly (absent from our database). In this case, the name of this market will be highlighted in red. To fix this issue, you need to click the market name and type in the correct name. #### How to add and edit insurance history You cannot add or edit insurance periods on the **Loss Runs** page. This can only be done in the questionnaire (the **Insured** tab) > **Insurance history**. The section might have a different name depending on the insurance line. To add a new insurance period in the questionnaire, just click **+ New record** and fill in the **Effective date** and the **Expiration date**. A row with this information will then appear on the **Loss Runs** page. You can edit the existing insurance periods in the questionnaire, too. [![Insurance history in the questionnaire](https://help.appulate.com/hs-fs/hubfs/2024-08-12_17-12-31%20insurance%20history%20in%20the%20questionnaire.png?width=688&height=298&name=2024-08-12_17-12-31%20insurance%20history%20in%20the%20questionnaire.png)](https://help.appulate.com/hubfs/2024-08-12_17-12-31%20insurance%20history%20in%20the%20questionnaire.png?hsLang=en) ### Sending LossRunner request Once you've provided the **Carrier** for an insurance period, you can proceed with requesting loss runs from this market. 1. To send a LossRunner request, click the **Start LossRunner** button next to the market. [![Start LossRunner](https://help.appulate.com/hs-fs/hubfs/2024-08-12_18-41-37.png?width=688&height=217&name=2024-08-12_18-41-37.png)](https://help.appulate.com/hubfs/2024-08-12_18-41-37.png?hsLang=en) 2. In the **Send LossRunner to {Market}** dialog, you can view and edit the following information. ![Send lossRunner dialog](https://help.appulate.com/hs-fs/hubfs/2024-08-16_16-16-02%20send%20loss%20run.png?width=450&height=534&name=2024-08-16_16-16-02%20send%20loss%20run.png) - **Request type**: Depending on the type, the content of the request changes. Once all information is entered, you can download a PDF file by clicking **Download preview**. The following types are available: - **Broker of Record Letter** - **Letter of Authorization** - **Agency Loss Run Request Letter** - **Insured Loss Run Request Letter** - Client's logo (Insured for BoR and LoA) or agency's logo. - The insured's information. It's entered in the **Specify Insured** dialog, which opens when you click the **Edit** button ![2024-08-12_18-47-18 Edit for insured information](https://help.appulate.com/hs-fs/hubfs/2024-08-12_18-47-18%20Edit%20for%20insured%20information.png?width=23&height=22&name=2024-08-12_18-47-18%20Edit%20for%20insured%20information.png). - The **Address Lookup** function is supported here: after you have typed several characters in the **Address**, **City**, **State**, or **Zip** box, a lookup list containing your possible choices will appear. - Phone numbers are entered in the following format: 000-000-0000 Ext. 0000000. If you enter fewer digits than is required, a message will appear: "Incorrect phone number". ![2023-11-21_16-21-24 specify insured](https://help.appulate.com/hs-fs/hubfs/2023-11-21_16-21-24%20specify%20insured.png?width=450&height=360&name=2023-11-21_16-21-24%20specify%20insured.png) - Market contact. This field is required and not preselected. You can add the contact in the **Market contact** dialog, which appears when you click the **Select market contact** field. ![2023-06-21_13-07-08](https://help.appulate.com/hs-fs/hubfs/2023-06-21_13-07-08.png?width=450&height=254&name=2023-06-21_13-07-08.png) Note: Appulate already has all the necessary contacts needed to request loss runs. This applies to email addresses and fax numbers of markets in our database. - Policy number and period. Clicking this field opens the **Edit policy number** dialog. - Agent contact. For **Agency Loss Run Request Letters**, either the requester or the Producer will be set as the signee. - Insured contact on behalf of whom the request will be signed. Clicking the **Add insured contact** field will open the **Insured contact** dialog. ![2023-06-21_13-16-57](https://help.appulate.com/hs-fs/hubfs/2023-06-21_13-16-57.png?width=450&height=375&name=2023-06-21_13-16-57.png) The following parameters are also available: - "*This authorization should remain in force for the period of \[...\] days starting from \[...\]*" is available only for the **Letter of Authorization** requests. It indicates the number of days within which the client authorizes the agent to request their data. The default value is 14. The maximum is 360. This value can be changed in the request. - "*Remind me about this request in \[...\] business days*" sets the number of business days after which the user will be reminded to sign the document or respond to the request (depending on its status). Whether it is needed, as well as the number of days after which it will be sent, is specified on the [Settings page > Email subscription](https://help.appulate.com/en/knowledge/settings-page?hsLang=en#appulate-email-notifications). The default value is 14. The maximum is 360. Apart from the **Settings** page, this value can be changed in the request itself. 0 will turn the reminder emails off. Note: Fields with invalid values are highlighted in red. An error message at the bottom of the dialog indicates and links to the fields that need to be changed. 3. Once the LossRunner request is sent, it will appear on the page with new actions and statuses. [![LossRunner request status](https://help.appulate.com/hs-fs/hubfs/2024-08-12_18-52-48.png?width=688&height=245&name=2024-08-12_18-52-48.png)](https://help.appulate.com/hubfs/2024-08-12_18-52-48.png?hsLang=en) - **Remind to sign ![2024-08-12_18-53-49 remind to sign](https://help.appulate.com/hs-fs/hubfs/2024-08-12_18-53-49%20remind%20to%20sign.png?width=19&height=24&name=2024-08-12_18-53-49%20remind%20to%20sign.png)**: Sends a reminder to the signer via the [eSignature service](https://help.appulate.com/en/knowledge/esignature?hsLang=en). - **Download ![2024-08-12_18-53-52 download](https://help.appulate.com/hs-fs/hubfs/2024-08-12_18-53-52%20download.png?width=18&height=23&name=2024-08-12_18-53-52%20download.png)**: Downloads the loss run request document to your computer. - **Cancel ![old delete](https://help.appulate.com/hs-fs/hubfs/old%20delete.png?width=22&height=22&name=old%20delete.png)**: Cancels the request. Note: You can see the status of your loss run request under it: - **Sent to Insured** > **Signed by Insured** - **Sent to Market** > **Signed by Market** All statuses are updated automatically through the eSignature service. You will also get notified by email once all recipients sign the request. 4. After the insured has signed the request, the information will be updated and the request will be sent to the carrier. Once the request is sent to the carrier, the agent will get the "Loss Runs Request Sent Successfully" email with the "Loss Run Request Document" and "Signing log" attached. [![Signed lossrunner](https://help.appulate.com/hs-fs/hubfs/2024-08-12_18-59-27%20signed%20lossrunner.png?width=688&height=255&name=2024-08-12_18-59-27%20signed%20lossrunner.png)](https://help.appulate.com/hubfs/2024-08-12_18-59-27%20signed%20lossrunner.png?hsLang=en) Available actions: - **Signing log ![2024-08-12_19-00-39 log](https://help.appulate.com/hs-fs/hubfs/2024-08-12_19-00-39%20log.png?width=19&height=22&name=2024-08-12_19-00-39%20log.png)**: Downloads the signing log document to your computer. - **Resend Loss Run Request Letter To The Carrier ![2024-08-12_19-00-37 re](https://help.appulate.com/hs-fs/hubfs/2024-08-12_19-00-37%20re.png?width=19&height=24&name=2024-08-12_19-00-37%20re.png)**: Sends a reminder to the carrier via the eSignature service. - **Download ![2024-08-12_18-53-52 download](https://help.appulate.com/hs-fs/hubfs/2024-08-12_18-53-52%20download.png?width=18&height=23&name=2024-08-12_18-53-52%20download.png)**: Downloads the loss run request document to your computer. Note: Sometimes agents receive loss runs from carriers outside Appulate (by email, etc.). To finish the process in Appulate, you'll need to upload received loss runs by clicking **Upload loss run** ![2024-08-12_19-03-20 upload lossrunner](https://help.appulate.com/hs-fs/hubfs/2024-08-12_19-03-20%20upload%20lossrunner.png?width=23&height=20&name=2024-08-12_19-03-20%20upload%20lossrunner.png) or by dragging and dropping the file from your computer onto the relevant market's row.  ### Additional actions with loss runs [![Actions](https://help.appulate.com/hs-fs/hubfs/2024-08-12_19-05-46%20actions.png?width=688&height=346&name=2024-08-12_19-05-46%20actions.png)](https://help.appulate.com/hubfs/2024-08-12_19-05-46%20actions.png?hsLang=en) - **Upload loss run**: uploads loss runs for the market, or, if a market is not specified, opens the **Select market** dialog. Files can also be uploaded using the drag & drop option. The maximum file size is 20 MB. - **Edit  ![edit icon-1](https://help.appulate.com/hs-fs/hubfs/edit%20icon-1.png?width=21&height=25&name=edit%20icon-1.png)**: Opens the standard **Document markup** editor to edit a document. - **Send by email**: Opens the **Send Email** window, where you can specify the email addresses of recipients to send them a document. - **Move**: Opens the [Move document dialog](https://help.appulate.com/en/knowledge/documents?hsLang=en#moving), using which you can transfer a document to another insured, quote request, or policy. - **Delete**: Deletes a document. Note: When you select several carrier checkboxes or click **Select all**, another set of buttons appears on the bar above. - **Download as one PDF**: downloads all selected PDF documents as one file. Documents in that file are displayed in the same order as on the tab. - **Merge**: allows merging PDF files uploaded by the user. After merging, a new document with the type **Other** is opened in the **Document markup** editor. The user can merge from 2 to 10 files with a total size of up to 10 Mb. If one of the documents was private before merging, the newly created file will be private as well. - **Download as archive**: downloads all selected documents as one ZIP file. - **Send by email**: opens the **Send Email** window, where you can specify the email addresses of recipients to send them a document. Note: If just one carrier's checkbox is selected, only the **Download as archive** and **Send by email** actions will be available.   - [Getting started](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#main-content) - [How to start](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#how-to-start) - [For agencies](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#for-agencies) - [Submissions & Quotes](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#submissions-quotes) - [Users](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#users) - [Company settings](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#company-settings) - [Additional information](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#additional-information) - [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-content) - [Appulate functionality](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#appulate-functionality) - [Main pages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-pages) - [Questionnaire & Forms](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#questionnaire-forms) - [Submissions & policies](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#submissions-policies) - [For MGAs and carriers](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-mgas-and-carriers) - [For agents](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-agents) - [Working with Insured](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#working-with-insured) - [Email Notifications](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#email-notifications) - [Notes and messages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#notes-and-messages) - [Tools & integrations](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#main-content) - [Uplink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#uplink) - [Weblink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#weblink) - [AMS](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#ams) - [FAQ & troubleshooting](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#main-content) - [FAQ](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#faq) - [New features](https://help.appulate.com/en/knowledge/new-features?hsLang=en) - [AppulateConnect](https://help.appulate.com/en/knowledge/appulateconnect?hsLang=en) - [Appulate](https://appulate.com/?browse) [![Appulate Logo](https://help.appulate.com/hubfs/Blog%20SVG-1.svg "Appulate Logo")](https://blog.appulate.com/?hsLang=en) Copyright © 2026, Appulate Inc.