Request loss runs from every prior carrier in one pass
Renewal season turns brokers into correspondence clerks: three carriers, three portals, three differently worded loss-run requests, then the follow-ups when nobody answers. Agent FM drafts the request in each carrier's own channel, portal form or email, using the client's policy details it pulled once, so nobody gets asked for the same effective dates twice. Nothing sends until you approve the batch, and the tracker updates itself as responses land. Loss runs stop being a week of remembering and become a thing you approved on Tuesday.
Request loss runs for [client, e.g. Fernwood Cafe LLC]'s renewal from their last three carriers, [carriers, e.g. Travelers, The Hartford, and Chubb].
Use each carrier's portal request flow where one exists, and draft a standard loss run request email where it doesn't: five years of currently valued loss runs, all lines.
Submit and send nothing until I approve each one. Tell me which carriers have a portal flow, which need the email, and anything you couldn't start.
