Carrier loss run guide
Erie Insurance Loss Run Request, Step by Step
To get an Erie Insurance loss run, ask the insured's independent Erie agent, who can usually pull it through the agent portal. A new broker sends a written request with the insured's signed letter of authority, FEIN, policy numbers and periods to the channel Erie publishes. The insured can also request directly. Allow about 10 business days.
| Carrier | Policy | Status | Last action |
|---|---|---|---|
| ErieCA 4471902 | CA 4471902 | Follow-up 1 sent | Oct 4 |
| Keystone CasualtyGLP 0088213 | GLP 0088213 | Follow-up 2 sent | Oct 9 |
| Granite State CompWC 2215560 | WC 2215560 | Acknowledged | Oct 7 |
| Bayline SpecialtyPKG 771045 | PKG 771045 | Sent | Oct 10 |
| Crestmark IndemnityUMB 30981 | UMB 30981 | Drafted | n/a |
How to request a Erie loss run
Five steps that work for the agent of record, a new broker with a letter of authority or the insured.
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1
Collect policy details
Get the declarations pages for each Erie policy from the insured: named insured, FEIN, policy numbers and policy periods for the last five years.
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2
Get a signed letter of authority
Have an officer of the insured sign a letter of authority that names your agency and lets Erie release loss history to you.
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3
Send to the right channel
Erie sells through independent agents. Ask the Erie agent of record to pull the loss run, or send the signed letter of authority to the loss run channel published on the Erie Insurance website.
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4
Follow up on a schedule
Follow up on day 3, day 7 and day 14 if no reply arrives, and confirm the current loss run channel with the carrier if the request is not acknowledged.
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5
Check the reply
Confirm every policy period is present, totals add up and the valuation date is within 90 days before you send the loss run to market.
Lines Erie commonly writes
- Business owners and package policies
- Workers compensation
- Commercial auto
- Commercial umbrella
Typical request channels
- Independent Erie agent of record
- Agent portal for appointed agents
- Loss run or service channel, as published on the carrier website
- Written request with a signed letter of authority
Channels change. Confirm the current loss run channel with Erie before you send.
The same process applies to every carrier. Our guide on how to request loss runs covers the full workflow, and if you are new to the document itself, start with what a loss run report is.
What to include in a Erie loss run request
A complete request is the fastest request. Missing policy numbers or an unsigned authorization are the usual reasons a carrier does not reply.
- Named insured exactly as shown on the Erie policy, plus any additional named insureds
- FEIN of the insured
- Every policy number and policy period, including prior and cancelled terms
- Number of years requested, usually five
- Lines of coverage you need (for example business owners and package policies)
- Letter of authority signed by the insured
- Where to send the loss run: your email address or a secure upload link
- Request for a current valuation date with paid, reserved and incurred amounts
Use a ready request letter
Our loss run request letter has every field above, with a letter of authority block for the insured to sign. For workers comp history, see workers comp loss runs for the medical and indemnity detail markets expect.
The insured can usually request their own Erie loss runs too, which helps when a carrier is slow to answer a broker.
How LossRunReports sends the Erie request
One request center for every carrier. The signed letter of authority goes out with the request, and follow-ups run on day 3, 7 and 14 until the loss run arrives.
| Carrier | Policy | Status | Last action |
|---|---|---|---|
| Northfield MutualCA 4471902 | CA 4471902 | Received | Oct 4 |
| Keystone CasualtyGLP 0088213 | GLP 0088213 | Follow-up 2 sent | Oct 9 |
| Granite State CompWC 2215560 | WC 2215560 | Acknowledged | Oct 7 |
| Bayline SpecialtyPKG 771045 | PKG 771045 | Sent | Oct 10 |
| Crestmark IndemnityUMB 30981 | UMB 30981 | Drafted | n/a |
Oct 1, 9:12
Request sent to [email protected]
Oct 4, 8:00
Follow-up 1 sent automatically (day 3)
Oct 8, 8:00
Follow-up 2 sent automatically (day 7)
Oct 15, 8:00
Follow-up 3 scheduled (day 14)
Oct 21
Marked overdue, account manager notified
Replies land on a dedicated inbound address or a secure upload link. PDF, scanned, XLSX and CSV loss runs are read into one claims schema, totals are reconciled, and gaps, duplicates and valuations older than 90 days are flagged. See how the loss run software builds the five-year summary with loss ratio.
Tips for Erie loss runs
Erie operates in a limited number of states plus the District of Columbia. Confirm the policy state before you send the request.
Small business package policies often include several coverages. Ask for losses by coverage.
Have the insured sign one letter of authority that names every entity on the policy.
If the Erie agent is slow, the insured can request their own loss history.
Erie loss run questions
Who has the fastest access to an Erie loss run?
Usually the insured's Erie agent of record, through the agent portal.
Can a new broker in another state request Erie loss runs?
Yes, with a letter of authority signed by the named insured, sent to the channel Erie publishes.
What if the Erie account has workers comp and auto?
List both policy numbers and periods so the reply covers each line.
See your own loss run read in under a minute
Upload one carrier report or use our sample. No account needed for the first read.