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Less chasing. More managing.

Loss Run Manager centralizes loss run retrieval across every association you handle, so renewals stop catching you off guard.

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What property managers are tired of.

Chasing brokers or prior agents for old reports

Searching inboxes for PDFs saved in different places

Repeating the same process every renewal cycle

Working without a clean, central history of loss data

If you manage more than a few associations, this is not a small annoyance. It is a measurable drag on your team.

The benefits.

One portal across every association you manage.

Search any property, carrier, or year from one place.

Historical loss data, organized.

No more digging through email threads to find old reports.

Faster broker handoffs.

Pull a clean loss history in seconds.

Renewal-ready data.

Start renewal conversations with documents in hand, not a to-do list.

Less repeat work.

Set retrieval up once per association, then let it run from there.

Visibility into request status.

See where every request stands without sending follow-up emails.

Inside the manager portal.

Search by association, carrier, or date
Download loss runs in standard formats
Share documents securely with brokers and stakeholders
Review full activity history
Manage team access and roles
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A real team behind it.

When something needs attention — like a carrier change, a new association added mid-year, or a renewal moving faster than expected — you reach a real person on the team. Not a ticket queue.

Carrier changes mid-policy?

Let our team know what changed so we can help update the association’s carrier and policy information for future requests.

New association added mid-year?

We onboard it quickly so your portfolio stays complete without extra admin.

Renewal timeline tightened?

We can expedite retrieval and flag what's outstanding before it becomes a problem.

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The operational payoff.

This is not just about retrieving a document. It is about removing a recurring drag from your team's calendar and making renewals feel less like a fire drill and more like a process you actually own.

Frequently asked questions

Still have questions?
We’re here to help

If you need clarification or want to talk through your situation, our team is ready to help.

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