Setting Up Loss Run Pro

Connect Broker Buddha AI to Loss Run Pro to request, track, and manage Agent of Record (AOR) loss runs for your insureds — all without leaving BB AI. Once connected, loss run documents are pulled in automatically, notifications keep you updated on status, and retrieved documents can be imported directly into your Market Submissions.

🖼️ [Image placeholder: Loss Run Pro integration configuration page header.]

🔐 Who Can Use This

Only Account Owners and Billing Managers can connect, configure, or manage the Loss Run Pro integration from the Integrations tab.

Once the integration is enabled, any user who needs to view or submit Loss Run Requests must have the Loss Run Requests product enabled on their user record. If a user without access opens the Loss Run Requests page, they'll see an "Access required" message with a link to Manage users and products.

🖼️ [Image placeholder: "Access required" screen shown to users without Loss Run Requests product access.]

🧭 Getting to the Loss Run Pro Integration

1. Click your avatar (top right) and choose Settings.
2. Select the Integrations tab.
3. Click the Available sub-tab.
4. Under Other Systems, find the Loss Run Pro card and click Configure.

🖼️ [Image placeholder: Integrations → Available tab highlighting the Loss Run Pro card with Configure and Loss Run Requests buttons.]

⚙️ Configuring Loss Run Pro

Step 1 — Enter Your API Key

On the Configuration card, enter the following:

• API Key (required) — The API key from your Loss Run Pro account.

⚠️ Use of this product is subject to product-specific terms and conditions located at https://beta.brokerbuddha.ai/customer-terms .

🖼️ [Image placeholder: Configuration section showing the API Key field and terms link.]

Step 2 — Test & Enable

1. Click Test Connection to verify your API key.
2. Once the test succeeds, click Enable Integration to activate.
3. Use Cancel to discard changes without saving.

🖼️ [Image placeholder: Action bar showing Cancel, Test Connection, and Enable Integration buttons.]

✨ Loss Run Pro Integration Features

Connect to Loss Run Pro to request and manage loss runs for your insureds:

• Create AOR (Agent of Record) loss run requests
• Automatically track request statuses
• Receive notifications when documents are available
• Download and store loss run documents locally
• Import loss runs into Market Submissions

🛠️ Setup Instructions

Follow these steps to configure your Loss Run Pro integration and start requesting loss runs.

1. Get Your API Key

You'll need an API key from Loss Run Pro to connect.

1. Log in to your Loss Run Pro account.
2. Navigate to Settings → API Access.
3. Generate a new API key.
4. Copy the API key securely.

🔐 Note: Keep your API key secure and never share it publicly.

2. Configure the Integration

Enter your API key in the BB AI configuration form.

1. Enter your Loss Run Pro API key.
2. Click Test Connection to verify your credentials.
3. Click Enable Integration to save your configuration.

Helpful Links: Loss Run Pro Support (linked on the configuration page).

🖼️ [Image placeholder: Setup Instructions card showing the two-section checklist (Get Your API Key / Configure Integration).]

📄 Using Loss Run Requests (After Activation)

Once the integration is enabled, click Loss Run Requests on the Loss Run Pro card (or open it from the left nav if enabled for your user) to manage AOR loss run requests.

From here you can:

• Create new AOR loss run requests for your insureds
• Track the status of in-progress requests
• Receive notifications when documents are ready
• Download completed loss run documents
• Import loss run documents into Market Submissions

💡 If you see an "Access required" message instead of the Loss Run Requests page, your user record doesn't have the Loss Run Requests product enabled. An Account Owner or Billing Manager can grant access via Manage users and products.

🖼️ [Image placeholder: Loss Run Requests workspace — replace with live screenshot once a user with product access is available.]

💡 Best Practices

• 🧪 Always Test Connection first — It validates your API key without enabling the integration, so you can catch typos before going live.
• 🔑 Store your API key securely — Treat it like a password. Regenerate it in Loss Run Pro if you suspect it's been exposed, then update it on the BB AI configuration page.
• 👥 Grant product access intentionally — Only enable the Loss Run Requests product for users who actually submit or review loss run requests. This keeps the left nav focused for everyone else.
• 🔔 Leave notifications enabled in Loss Run Pro so BB AI can surface document availability in real time.
• 📎 Use Market Submissions integration — When a loss run document arrives, attach it directly to the relevant Market Submission instead of downloading and re-uploading manually.