ACORD Loss Run Request Form

ACORD 611 at a glance

Form number	ACORD 611
Title	Claims History / Loss Run Request
Current edition	2015/07
Purpose	Request and authorise release of claims history from a carrier
Lines covered	Property, general liability, automobile, workers' compensation, inland marine, umbrella/excess — in one document
Required by carriers?	Rarely. Most accept a free-form request.

Which ACORD form is which

Three ACORD forms get mixed up in loss run conversations. They do different jobs:

Form	Official title	What it does
ACORD 611	Claims History / Loss Run Request	Asks the carrier to release claims history. This is the loss run form.
ACORD 35	Cancellation Request / Policy Release	Cancels a policy, or releases the carrier when the policy document is lost or retained.
ACORD 36	Agent/Broker of Record Change	Transfers servicing rights. Often needed before a carrier will release loss runs to you.

That last row matters more than it looks. Carriers release loss runs to the agent of record or to the named insured — not to a prospective agent. If you are taking over an account, a broker of record letter or ACORD 36 usually has to clear first, and no amount of ACORD 611 will substitute for it.

When to use the ACORD 611 instead of a letter

Most carriers accept a free-form email or letter. Situations where the structured form is worth using:

• The carrier asks for it by name — a small number of carriers and MGAs specify an ACORD form in their claims-department instructions
• Multi-line accounts — the 611's per-line sections let one document request property, auto, GL and workers' comp history at once, instead of four separate emails
• Compliance and audit trails — some E&S carriers and program administrators prefer a standard form for their own file
• Your AMS already generates it — if Applied, Vertafore or HawkSoft can populate the 611 from account data, it is faster than typing a letter

Outside those cases, a letter is faster and lets you add the two things the form handles poorly: a precise valuation window and any special instructions. Check the carrier directory for accepted formats carrier by carrier.

ACORD 611 vs. a free-form request

	ACORD 611	Free-form letter
Accepted by most carriers	Yes	Yes
Speed to produce	Slower, unless your AMS pre-fills it	Faster, especially with a generator
Multiple lines in one document	Yes — dedicated sections per line	Yes, but you have to write them out
Specify a valuation window	Awkward — goes in remarks	Natural — state it in the request
Special instructions	Limited to the remarks box	Unlimited
Best for	Multi-line accounts, carriers that require a form	Day-to-day individual requests

How to fill out the ACORD 611

1. Agency / producer — your agency name, address, phone, and the person the carrier should reply to. Get the email right; this is where the loss run lands.
2. Carrier — the company the claims history is being requested from.
3. Named insured — exactly as it appears on the policy, including entity suffix. A mismatch here is a common cause of a request being returned.
4. Policy number and policy period — for each policy you need history on.
5. Line-of-business sections — tick the lines you need and complete the policy details under each.
6. Years requested — five is the usual requirement; state it explicitly rather than leaving it blank.
7. Valuation date — ask for claims currently valued within a specific window. "Current" on its own is not a date.
8. Remarks — prior policy numbers, predecessor entity names, or a request that paid and reserve amounts be shown separately.

Where to get the ACORD 611

ACORD forms are copyrighted and cannot be redistributed, so we do not host a copy. Legitimate sources:

• ACORD.org — requires an ACORD account, free for member agencies
• Your agency management system — Applied, Vertafore and HawkSoft ship ACORD forms libraries
• The carrier's agent portal — some carriers post blank ACORD forms for download

Carrier-specific notes

Accepted formats vary, and the fastest route is often not a form at all:

• The Hartford — accepts free-form requests and ACORD forms. View details
• Travelers — accepts both; asks for policy number, policy period and line of business in the email. View details
• CNA — accepts both; the agent portal is usually faster than either. View details

Browse the full carrier directory for accepted formats, contact routes and required information by carrier.