This article provides information on Appulate's LossRunner functionality.
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.
Loss Runner is now free for agents.
Loss Runs page
In Appulate, the Loss Runs page is used to store documents on the Insured's claims made in previous years (claim history) and to send loss run requests.
You can find loss runs on the Quote request > Loss Runs page and Documents page. However, the LossRunner functionality is not available on Documents page.
Initially, the Loss Runs page is empty. To request or upload loss runs, you need to click Edit Insurance History and follow the instructions below.
If you've already completed the questionnaire (specified the "Date business started"), 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 issue, 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 changes in the 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 "Effective Date" box will be automatically filled in with a date equal to the earliest year minus one and 01/01 for month and day.
- To delete a period row, click the bin button.
Sending LossRunner request
1. To send a LossRunner request, click the Start LossRunner button next to the market.
2. In the Send LossRunner to {Market} dialog, you can view and edit the following information.
- 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.
- 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 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".
- 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.
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. Clicking the Add insured contact field will open the Insured contact dialog.
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 is sent, it will appear on the page with new actions and statuses.
- Remind to sign: Sends a reminder to the signer via the eSignature service.
- Download: Downloads the Loss Run Request Document on your computer.
- Cancel: 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 emails once all recipients sign a 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.
Available actions:
- Signing log: Downloads the Signing log document to 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 to your computer.
Note: Sometimes agents receive loss runs from carriers outside Appulate (by email, etc.). To finish the process, you need to upload received loss runs 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.
Additional actions with loss runs
- 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: Opens a standard 'Document Markup' editor to change 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, using which you can transfer a document to another insured, quote request, or policy.
- Delete: Deletes a document.
Note: When you select one or more documents, another set of buttons appears on the bar above.
- 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 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 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.