AI prompt to request loss runs from a prior carrier

Commercial accounts involve more data, more forms and more markets. AI helps producers and account managers prepare submissions, renewals, certificates and coverage explanations faster, while specialized platforms handle quoting and market matching.

Below is a ready-to-copy prompt to request loss runs from a prior carrier, a detailed version that asks you clarifying questions first, and 1 specialized AI tool (Bold Penguin) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.

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The prompt

Write a short, professional email to a prior carrier requesting [number] years of loss runs for a business client, referencing a signed letter of authorization (attached), with placeholders like [Business Name] and [Carrier]. Also draft the one-paragraph authorization letter for the client to sign.

Detailed version (asks clarifying questions first)

Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (the type of business, the coverage line and who the output is for). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Write a short, professional email to a prior carrier requesting [number] years of loss runs for a business client, referencing a signed letter of authorization (attached), with placeholders like [Business Name] and [Carrier]. Also draft the one-paragraph authorization letter for the client to sign.

How to use it

Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
Fill in the placeholders. Replace [number], [Business Name] and [Carrier] with your own details.
Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use Bold Penguin as described below.
Review before you use it. Check every fact, name and number yourself.
Take the next step. Next, see: Prepare a commercial submission.

Best AI tools for this task

Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.

Bold Penguin site ↗

Commercial submission platform; states its DeX AI reads, prices and routes submissions to markets.

Best for: Commercial agents placing small-business submissions with multiple markets · Price: Pricing by quote only Built for larger agencies · sales demo required Request pricing ↗

Suggested from the related task Prepare a commercial submission.

How to use it

Send the commercial submission through Bold Penguin to be matched with markets.

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

Paste the prompt above (short or detailed) into any of these.

Want to start today? The specialized tools above need a sales call; paste the prompt into any AI assistant (ChatGPT, Claude, Gemini or Copilot) now.

Before you use it

Review every AI output for accuracy and compliance before you use it.

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