Bring in loss-run spreadsheets
Keep Excel and CSV loss runs with the proposals and schedules for the same client.
Loss run review software
Loss run review software for brokers
Review loss runs and claim activity before using the results in program comparisons or client deliverables.
How it works
Turn loss runs into useful renewal insight.
Review claim history and support risk-financing decisions without rebuilding the same carrier spreadsheets by hand.
Review the claim data
Review imported claim data before it is used in comparisons or client files.
Use reviewed loss data in the client conversation
Use reviewed loss data to support program comparisons and the renewal conversation.
Why it helps
Move from loss runs to a clear renewal recommendation.
Keep claim details with the analysis so brokers can show where the numbers came from.
Upload the loss runs
Keep loss runs with the rest of the client package.
Review the claim data
Resolve questions before using loss data in comparisons or client files.
Use the findings in client deliverables
Use reviewed loss findings in the client workbook and presentation.
Before and after
Move from manual cleanup to one connected analysis.
Manual loss-run review
- Different carrier formats slow down review
- Loss summaries become disconnected from proposal terms
- Client presentations need manual edits after every update
Connected loss-run review
- Loss runs stay with the client package
- Review status is clear before program comparison
- Client files use the same reviewed loss data
Build the renewal recommendation from reviewed source documents.
Start with a free workspace, review one client package, and choose a paid plan when your team needs ongoing use.