Spreadsheet intake
Bring XLSX and CSV loss-run files into the same review path as proposals and schedules.
Loss run review software
Loss run review software for brokers
Review loss runs, claim activity, and source-backed loss analytics before those values influence alternative-risk comparison and deliverables.
Broker workflow
Turn loss runs into reviewed renewal context.
Loss run review should help brokers explain claim history and risk financing decisions without reworking the same carrier spreadsheets by hand.
Review before modeling
Keep loss-run import and review steps visible before deliverables are generated.
Client-ready analytics
Use reviewed loss context to support scenario comparison and renewal output.
How it helps
Give brokers a cleaner path from loss data to recommendation.
The workflow keeps the claim evidence close to the analysis so the broker can answer where the numbers came from.
Upload authorized loss files
Queue loss runs with the rest of the broker source package.
Confirm readiness
Resolve review requirements before using loss data in output.
Carry context into deliverables
Use reviewed loss signals in the client workbook and presentation.
Before and after
Move the account from spreadsheet cleanup to source-backed decisions.
Manual loss-run cleanup
- Carrier formats slow down analysis
- Loss summaries drift from proposal terms
- Client decks need manual edits after every update
Reviewed loss-run workflow
- Loss runs sit with the source package
- Review state is clear before Compare
- Deliverables use the same approved context
Build the renewal story from reviewed source evidence.
Start with a free workspace, upload authorized broker documents, and move toward pricing when your team is ready for ongoing source intake and deliverables.