Loss Run Authorization
Authorize your insurance carrier to release policy loss history directly to Kalvira Insurance Agency. Your current agent or broker of record stays the same.
Client resources / Forms
Open your client account to save drafts and access completed copies.
A clearer next step.
The right paperwork.
Prepare the information Kalvira needs to guide your commercial insurance review, with clear instructions and a copy for your records.
The right path / The right scope
Make the next request clear.
These are agency-review workflows, not automatic policy actions. Choose the request that matches your needs; your account keeps drafts and submitted copies separate from signed authorizations.
02 / AGENCY REVIEW
Broker of Record Review
Ask Kalvira to review becoming your broker for one specifically identified policy. Start with the facts; complete any appointment only after agency and carrier review.
03 / AGENCY REVIEW
Certificate of Insurance Request
Tell us who needs evidence of insurance and why. Kalvira reviews the policy and any requested endorsements before a certificate can be issued.
First COI included with a policy placed through Kalvira. Any permitted additional fee requires a separate written agreement.
04 / AGENCY REVIEW
Policy Service Request
Request documents, review contact details, or arrange a conversation about a possible policy change. Keep the instruction and the confirmation distinct.
05 / AGENCY REVIEW
Renewal Review Request
Start a focused review before your policy renews. Share your priorities so the next conversation can be more useful.
These forms do not bind or change coverage. Please exclude Social Security numbers, payment details, medical records, and claimants' personal information. Read the form privacy notice.