Integrations
HubSpot Loss Runs With LossRunReports
LossRunReports works with HubSpot through file export and import plus our REST API. Export companies from HubSpot, map the columns once and send loss run requests. Summaries download as PDF or XLSX, and Agency and Enterprise plans add webhooks and a REST API to update HubSpot records automatically.
What moves between HubSpot and LossRunReports
LossRunReports connects to your CRM by export file with saved column mappings, plus our REST API and webhooks. It is not a certified partner app or a native connector.
Company import from a HubSpot export with saved column mappings for client name, FEIN, lines of coverage, policy numbers, prior carriers and expiration dates
Webhooks when a loss run arrives or a summary is ready
REST API for claim totals and loss ratio to write into company properties
PDF and XLSX summaries for the company record
Set up HubSpot loss run requests
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1
Export companies
Export a HubSpot company view with the policy columns to CSV or XLSX.
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2
Map columns
Match client name, FEIN, lines, policy numbers, prior carriers and expiration dates once.
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3
Send requests
Request loss runs for the companies up for renewal.
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4
Update HubSpot
Attach the PDF summary, or use webhooks and the REST API on Agency and Enterprise to update properties.
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
HubSpot loss run questions
Is this a HubSpot marketplace app?
No. LossRunReports connects through exports, our REST API and webhooks.
Can HubSpot workflows start a loss run request?
Yes, a workflow can call our REST API on Agency and Enterprise plans to start a request.
Where are policy numbers stored in HubSpot?
Wherever your team keeps them, usually custom company properties. Include them in the export.
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.