Loss runs to Excel. Every carrier, one workbook.
Drop 5-year loss runs from every carrier on the account. Get one consolidated claims spreadsheet - claim numbers, dates of loss, status, paid, reserved, and incurred - with a tab per carrier and a combined view for the submission. Free, no signup.
Claims ledger
Drop loss runs - every carrier at once
PDFs, scans, and faxed copies. Up to 14MB per file.
No loss runs at hand?
Meridian_National_GL_LossRun.pdf
Dense legacy carrier grid, portrait
CascadeMutual_WC_ClaimHistory.pdf
Boxed workers' comp layout, different columns
Pinnacle_Auto_LossHistory_2026.pdf
Sparse TPA printout, commercial auto
Proof, not promises
Three carriers, three formats, one claims schedule
The sample set above is three deliberately different loss runs - a dense legacy grid, a boxed workers’ comp layout, and a sparse TPA printout. Open them, then run all three and compare against the merged ledger.
Meridian_National_GL_LossRun.pdf
Dense legacy carrier grid, portrait
5 claims · General Liability
CascadeMutual_WC_ClaimHistory.pdf
Boxed workers' comp layout, different columns
6 claims · Workers Compensation
Pinnacle_Auto_LossHistory_2026.pdf
Sparse TPA printout, commercial auto
4 claims · Commercial Auto
The samples are fictional and free to reuse in training decks or courses - link to them directly: Meridian National Insurance (PDF) · Cascade Mutual Group (PDF) · Pinnacle Specialty (PDF)
01
Drop every carrier’s runs
One file or eight. Digital PDFs, scans, faxes - all in the same batch.
02
Claims are read and normalized
Each layout is parsed on its own. Claim numbers, dates, status, paid, reserved, incurred - mapped to one set of columns.
03
Download the workbook
A combined All Claims sheet with a carrier column, a tab per carrier, and a summary with totals your submission needs.
Client data discipline
Loss runs are client data. Treat them that way.
A loss run names your client, their claims, and their money. This tool runs on the same audited infrastructure as the DocuPipe platform: files move over encrypted connections, are encrypted at rest, and are never used to train models. Processing is automated end to end - nobody browses your files.
SOC 2
certified
ISO 27001
certified
HIPAA
compliant
Model training
never
Working inside a carrier, TPA, or brokerage where documents cannot leave your environment at all? DocuPipe also deploys into your own cloud for enterprise commitments - the extraction, OCR, and storage all run inside infrastructure you control. Security details · Talk to us about in-cloud deployment
Built for the people who consolidate claims
Brokers at renewal
Eight carriers send eight formats the week the submission is due. Merge them into one 5-year claims history without retyping a single reserve figure.
Underwriters triaging submissions
Total incurred, open counts, and the largest open claim surface immediately - decide in minutes whether the account is worth working.
TPAs and risk managers
Assemble claims data for actuarial reviews and stewardship reports from whatever carriers provide, without a data-entry pass.
From the blog
Why loss runs from eight carriers never merge cleanly
The post walks through the renewal-week job this tool replaces - eight formats into one claims schedule - and why generic PDF converters fail on multi-page loss runs, merged headers, and misplaced totals rows.
Read the postQuestions brokers and underwriters ask
Yes. The OCR layer is built for scans, faxes, and photographed pages, not just digital PDFs. Crooked or low-resolution pages take a few seconds longer but read fine in most cases.
That is the point of the tool. There are no per-carrier templates - the extraction reads each layout on its own and maps every claim to the same columns, so eight carriers in eight formats still come out as one consistent spreadsheet.
Yes, whenever the loss run reports them. If a run only shows paid and outstanding reserves, incurred is computed as paid plus reserves so the columns stay comparable across carriers.
Yes. The free tool processes the first 20 pages of each file and says so on the file row when a run is longer, so you always know what the totals cover. A free DocuPipe account processes full documents without the tool page cap.
Files are transferred encrypted and processed on SOC 2 and ISO 27001 certified infrastructure, and they are never used to train models. For ongoing work you can run the same extraction inside your own DocuPipe workspace with retention controls.
PDF is the usual case. Images work too - JPG, PNG, TIFF, and phone photos of paper loss runs.
Run it at scale
Renewal season is hundreds of loss runs. Automate every one of them.
DocuPipe runs this same extraction as a workflow: loss runs go in by API or dashboard upload, claims come out as clean structured data with a schema you control - ready for your AMS, your actuary, or your submission package.
Free tier included. Takes about a minute to set up.
SOC 2 certified · ISO 27001 · HIPAA compliant · Encrypted in transit and at rest · Never used to train models