Integrations
Loss Run Integrations for Your AMS and CRM
LossRunReports works with your agency management system or CRM by export file with saved column mappings for client name, FEIN, lines, policy numbers, prior carriers and expiration dates. Summaries go back as PDF or XLSX, and Agency and Enterprise plans add a REST API and webhooks.
Swipe to see every column
Systems brokers use with LossRunReports
File-based import and export plus our REST API. No certified partner apps or native connectors are claimed.
Applied Epic loss runs
Agency management system
How it worksAMS360 loss runs
Agency management system
How it worksHawkSoft loss runs
Agency management system
How it worksEZLynx loss runs
Agency management and rating platform
How it worksSalesforce loss runs
CRM
How it worksHubSpot loss runs
CRM
How it worksREST API and webhooks
On Agency and Enterprise plans, start requests, read claims, totals and loss ratio, and receive webhooks when a loss run arrives or a summary is ready.
Upload link
Bayline Specialty portal export
PKG771045.xlsx
- Loss summary, 5 years, all linesPDF and XLSX
- Currently valued loss runs (4 carriers)4 PDFs
- ACORD 125 and 129 prefilled from prior applicationFields extracted
- Schedule of vehicles and driver listXLSX
- Large loss narrative for CA-24-00266Edited by producer
New to the workflow? Read how to request loss runs or see what the loss run software does with each reply.
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.