How to request loss runs from Travelers.
Start with the issuing company, policy periods, and valuation date your underwriter needs. Confirm today's loss-report route with the service contact for that Travelers policy.
Travelers hosts a Loss Reports quick guide that can help identify the historical report system. Its March 2007 date matters: confirm today's account access and report path with your servicing contact before following an older menu literally.
Published carrier guide
How to request
Agent portal
Travelers' 2007 quick guide describes Loss Reports reached from Account Inquiry, with report date selection and PDF or Excel output. Treat this as historical documentation, not confirmation that today's portal uses the same screens.
Carrier rep
General guidanceAsk the service contact for the Travelers policy to confirm the current report route, particularly for a specialty or separately administered program. The 2007 guide should not be assumed to cover every Travelers company or program.
Prepare your request
Use these details to organize the request, then follow the carrier's required fields and release process.
- The issuing Travelers program, policy terms and required valuation date
- Named insured and policy numbers copied exactly from the policy documents
- The exact policy periods and report valuation date requested by the receiving underwriter
- Your agency contact details and the permitted delivery recipient, confirmed with the carrier
- Any release or authorization documents the carrier specifically requires for your requester role
Sources and verification
The March 2007 Loss Reports PDF remains publicly available and was rechecked. Its age is disclosed; current menus and authenticated retrieval have not been verified. The preparation checklist is agency guidance, not a substitute for the carrier's current required fields. Source review date: 2026-09-05.
Common questions
Can I use the same instructions for every Travelers policy?
Identify the issuing company and program on each policy. The published guide is dated and should not be assumed to describe every current Travelers system.
What should I check in a batch report?
Reconcile the returned policies and periods to your request list. A batch file is only complete when every required policy term is present and the valuation date meets the underwriter's request.
Part of the Relay loss run directory. Updated 2026-09-05. See how we source content.
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