Insurance · Quoting & Underwriting
Loss run request templates
A standard letter or form used to ask a current or prior insurer for a policyholder's claims history, or loss runs.
What it usually contains
- Named insured, mailing address, and policy numbers
- Policy periods or number of years of history requested
- Lines of coverage covered by the request
- Signed authorization from the insured releasing the records
- Where and how to send the report, plus a response deadline
What the assistant uses it for
Use it to see what information and authorization an insurer needs before releasing claims history, and how to word or send such a request when quoting or renewing an account.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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