Integrations
HawkSoft Loss Runs With LossRunReports
LossRunReports works with HawkSoft through file import and export. Export your client list from HawkSoft, map the columns once, and request loss runs for each commercial account. Finished summaries download as PDF or XLSX for the client file, with a REST API and webhooks available on Agency and Enterprise plans.
What moves between HawkSoft and LossRunReports
LossRunReports connects to your agency management system by export file with saved column mappings, plus our REST API and webhooks. It is not a certified partner app or a native connector.
Client list import from a HawkSoft export with saved column mappings for client name, FEIN, lines of coverage, policy numbers, prior carriers and expiration dates
Commercial accounts filtered by expiration date for renewal requests
Summaries and parsed loss runs downloaded as PDF or XLSX for the client file
REST API and webhooks on Agency and Enterprise
Set up HawkSoft loss run requests
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1
Export clients
Export commercial clients and policies from HawkSoft to CSV or XLSX.
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2
Map once
Match client name, FEIN, lines, policy numbers, prior carriers and expiration dates. The mapping is saved.
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3
Send and chase
Send requests and let automatic follow-ups run on day 3, 7 and 14.
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4
Save to the client file
Download the summary as PDF or XLSX and attach it in HawkSoft.
Columns LossRunReports maps
Map them once. The mapping is saved and reused for every later export.
| Field | Used for |
|---|---|
| Client name | Named insured on the request and the letter of authority |
| FEIN | Matching at the carrier, especially for workers comp |
| Lines of coverage | Which loss runs to request |
| Policy numbers | Every term the carrier must report |
| Prior carriers | Where each request is sent |
| Expiration dates | Renewal queue and request timing |
After import, requests follow the process in how to request loss runs, and every reply is read and reconciled by the loss run software.
From request to summary
| 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 |
5-yr loss ratio
27.7%
Frequency
2.4 / yr
Open reserves
$61,500
HawkSoft loss run questions
Is there a HawkSoft plug-in?
No. The connection is a file export and import with saved mappings, plus our REST API.
Does HawkSoft data include FEIN?
If your HawkSoft records store FEIN, include it in the export. It helps carriers match the request.
Can personal lines clients be excluded?
Yes. Filter the export to commercial clients, or exclude rows during mapping.
Other integrations
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.