Integrations
Salesforce Loss Runs With LossRunReports
LossRunReports works with Salesforce through report exports and our REST API. Export accounts and policies from a Salesforce report, map the columns once and request loss runs. On Agency and Enterprise plans, webhooks and the REST API let your admin push summaries and loss ratios back to Salesforce records.
What moves between Salesforce 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.
Account import from a Salesforce report export with saved column mappings for client name, FEIN, lines of coverage, policy numbers, prior carriers and expiration dates
Webhooks for request sent, loss run received and summary ready
REST API to read claims, totals and loss ratio and write them to your own fields
PDF and XLSX summaries for attachment to the account
Set up Salesforce loss run requests
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1
Build a report
Create a Salesforce report with account, FEIN, lines, policy numbers, prior carriers and expiration dates and export it.
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2
Map once
Upload the export and save the column mapping.
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3
Request loss runs
Send requests for the accounts you choose.
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4
Sync back
Use webhooks and the REST API on Agency and Enterprise to update Salesforce, or attach the PDF.
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
Salesforce loss run questions
Is there a Salesforce AppExchange package?
No. The connection uses report exports, our REST API and webhooks that your Salesforce admin can call.
What data can come back to Salesforce?
Request status, claim counts, paid and incurred totals, loss ratio and the summary file link.
Do I need a developer?
Not for file import and PDF export. Writing data back automatically needs someone to connect the API.
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.