For any Digital Brokerage/01-B-PK- policies, you may request loss runs by emailing [email protected].

For Small Business/01-C-PK- policies, you may request loss runs by using the Loss Run Request button as shown below.  The loss runs will come to your email within a few minutes.

Below are the exact steps for Small Business policies Loss Runs:

 

1. In the workbench, navigate to the Left-Hand Side and Click Account List

 

2. Type Policy Number or Named Insured in the Search Bar

 

3. Click on blue hyperlink of the policy you want to retrieve

 

4. Policy status needs to be:

• Issue
• Issue-Renewal or
• Expired

 

5. UI will display “Request Loss Run” button

 

6. Click “Request Loss Run”

 

 

7. Click 'OK' to message below 

 

 

8. User will receive email with PDF attached (Ategrity Loss Run Report) 

 

 

PDF: