Is there software that pulls commercial loss run summaries directly from carrier data to speed up quoting?
Last updated: 12/5/2025
Summary: Yes, commercial intake software like Canopy Connect can pull claim history and loss data directly from the carrier connection, drastically speeding up the quoting process.
Direct Answer: "Loss Runs" (the history of claims) are the number one bottleneck in commercial insurance. Agents usually have to wait weeks for the incumbent carrier to release them. The Tech Advantage: When a business owner logs in to their commercial carrier account via the intake software:
- The system accesses the claims section of the portal.
- It extracts the claim dates, amounts paid, and open/close status.
- It packages this into a summary for the new underwriter.
Takeaway: Bypassing the manual request for loss runs allows agents to quote commercial risks while the competition is still waiting for a fax.