1. Using Appulate
  2. Appulate functionality

LossRunner

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.

In Appulate, the Loss Runs tab is used to store documents on the Insured's claims made in previous years (claim history) and to send loss run requests.

Initially, the Loss Runs tab is empty, and you are expected to provide information covering the insured's claims history for the last four years. You need to click Unspecified Market and use the button on the right.

loss runs tab

If the Unspecified Market option is absent, you'll see an empty tab. To request or upload loss runs, you need to click Edit Insurance History and follow the instructions below.

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If you've already completed the questionnaire on the Smart Q&A tab, the markets from the Insurance History section will appear here.

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, you need to click the market name (or click Edit Insurance History) and choose the correct name in the dialog.

How to edit insurance history

You can add or change the number of required years (periods) as well as the sequence of these periods. To do it, click Edit Insurance History and make the necessary changes in the open Edit Insurance History dialog. There you can also enter the names of insurers and the numbers of policies.

To add a period, click Add Insurance Period in the lower-right corner of the dialog. The new row will be added below the bottom-most row, and its "Year" box will be automatically populated with an integer number equal to the earliest year presented minus one.

To delete a period row, click the bin button.

Editing insurance history

Sending LossRunner request

1. To send a LossRunner request, you need to click the Send LossRunner button next to the market you want to request loss runs from.

Send LossRunner button

2. In the Send LossRunner to {MarketName} dialog, you can view and edit information on the request.

  • Request type: Broker of Record Letter, Letter of Authorization, Agency Loss Run Request Letter, Insured Loss Run Request Letter. 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.
  • Client's logo (Insured for BoR and LoA) or Agency's logo.
  • Insured's information. These parameters are entered in the Specify Insured dialog, which opens when you click the topmost pencil icon. The Address Lookup function is supported here: after you have typed several characters in the AddressCityState, or Zip box, a lookup list containing your possible choices will appear.
  • The fax number or email address of the market the signed request will be sent to. If the required contact is missing, the user can add it in the Select Destination dialog, which appears upon clicking the field's pencil icon.

Note: Appulate already has all the necessary contacts needed to request loss runs. It applies to email addresses and fax numbers of markets in our database.

  • Policy number and period. Clicking this field opens the Specify Insurance History dialog, where the user can add or edit this information. These changes will also be reflected in the questionnaire (Loss History).
  • 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. 

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 90. 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. The default value is 90. 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 has been sent to the signer, it will appear on the tab with new actions:

  • Remind to sign: Sends a reminder to the signer via the eSignature service.
  • Download: Downloads the Loss Run Request Document on your computer.
  • Delete: Deletes the request.

Additional lossrunner actions

4. After the Insured has signed the request, the information on the tab 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.

Note: Agents receive loss runs from carriers outside Appulate (by email, etc.). To finish the process, you need to upload received loss runs on this tab by clicking Upload loss run in the context menu or by dragging and dropping the file from your computer on the relevant market's row. 

Sent loss run request

Available actions on the tab:

    • Signing log: Downloads the Signing log document on your computer.
    • Resend Loss Run Request Letter To The Carrier: Sends a reminder to the carrier via the eSignature service.
    • Download: Downloads the Loss Run Request Document on your computer.

    Additional actions with loss runs

    Additional actions with loss runs

    • Upload loss run: uploads loss runs for the selected market, or, if a market is not specified, opens the "Select market" dialog. Files can also be uploaded using the Drag & Drop function. The maximum file size is 20 MB.
    • Edit: Opens a standard 'Document Markup' editor to make changes to a document.
    • Edit in Office (applicable to Microsoft Word or Microsoft Excel documents). This action is available only in the IE11 browser.
    • Send by email: Opens the 'Send Email' window where you can specify the email addresses of recipients to send them a document.
    • Send by fax: Opens the 'Send by Fax' dialog where you need to type the fax number to send a document.
    • Move: Opens the Select Destination dialog box using which you can transfer a document to associate it with another insured customer, RFQ, or policy.
    • Delete: Deletes a document.

    When you select one or more documents, another set of buttons appears on the bar above.

    • Edit: Opens Q&A and Inline editors, where you can fill out the selected forms.
    • Send Request to Complete: This allows you to send a request to complete the form to the insured by email.
    • Get 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 PDF: allows to merge 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 ZIP Archive: downloads all selected documents as one ZIP file.
    • Email: opens the 'Send Email' window where you can specify the email addresses of recipients to send them a document.
    • Delete.

    When a group action cannot be performed on selected documents the respective button is disabled.