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Associate AE creates a Loss Run Spreadsheet located in “S Drive” under “DIRECTORIES/Loss Run Request Spreadsheet” and creates tab for each policy that require loss runs. Spreadsheet must be attached under attachments in TAM.

Required information in Spreadsheet:

  • Inception & Expiration Dates
  • Carrier Name – use parent company name if sub company is not easily recognizable.
  • Example Utica vs. Republic Franklin
  • Policy Number
  • Wholesaler  (If N/A , fill in “NO”)
  • 220 Authorization (YES or NO)
  • Other Comments/Instructions

NOTE:  The spreadsheet cannot be altered in any way in order for the Chapter 220 Macro to operate properly.  Do not save to desktop.

 1)     Associate AE/AE creates a Q-LR activity for each line of coverage and assigns to QT.

2)    Quest Associate updates Loss Run Spreadsheet to include new years

3)     Quest Associate – if available on-line:

  • Obtains loss runs on-line. Print to EtFile.
  • E-mail the loss runs to the AE.
  • Attach loss runs via ETFile via to  LRUN activity.
    • Create a separate activity for each loss run.
    • Label:  “08-12 Utica Auto Loss Runs”.
  • If no other loss runs are needed, close out original Q-LR activity.

3)     Quest Associate – if NOT available on line:

  • Request via e-mail  and attach e-mail to a separate Q-LR activity for each request with a two-week follow up date.  Use brief description “(S)  04-07 Htfd Prop Loss Run Req”
  • If not in by the follow date, request is resent.  Insert “2x” in front of original req and notate activity :  ” 2x Req Htfd Prop Loss Runs” . Follow up in one week.
  • If not in by end of third request, call carrier.

4)     If Chapter  220s are required:

  • Create  Chapter 220 from macro on spreadsheet.
  • Attach to Q-LR activity. Use a 10-day follow-up date.
    Use description, for example:  “Chapter 220 letter – Htfd Auto”
  • At follow up date,  re-send request.   Insert “2x” in front of req and notate activity
    – (S) “2x Chapter 220 letter – Htfd Auto”
  • Upon receipt, send to carrier with loss run request and follow procedure above.

5)      When loss runs are received:

  • Close out Q-LR activities requesting loss runs.
  •  E-mail the loss runs to the AE.Attach loss runs via ETFile via to LRUN activity.
    • Create a separate activity for each loss run.
    • Label: “08-12 Utica Auto Loss Runs”.
  • If no other loss runs are needed, close out original Q-LR activity.