CSV Field Descriptions and Requirements

To download the latest version of the CSV batch import sample template, click here.

Below, you will find a list of the different fields used, the description, and whether or not it is required for the CSV batch import to work. Take note, that some fields are required depending on the transaction that you are trying to import.

There are additional codes that you can find at the bottom of this document such as insurer NAIC codes, description of risk, and lines of business.

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Any values left blank that are required for submission may result in the transaction being added in a "Saved" status. "Saved" status is considered incomplete. These will need to be manually edited by logging into the InsCipher portal, finding the filing, clicking edit, and adding the missing information.

CSV Field Descriptions

Header Name on CSV Sample	Description	Required for Utah	Required for Idaho
policy_number	Policy number. Non-unique field.	✓	✓
expiring_policy_number	Expiring Policy Number Only applies to Renewal type policies.
transaction_type	Transaction Types are as follows: Code Name NP New Policy RP Renewal Policy APE Additional Premium Endorsement RPE Return Premium Endorsement AE Audit Endorsement FC Flat Cancellation PC Prorated Cancellation	✓	✓
account_written_as	Use one of these two options: Brokerage = B Direct Client = DC Use "B" if you sell through a retail agent. Use "DC" if the policy is sold directly to the insured. If omitted, the default Agency Admin setting will be used	✓	✓
policy_effective_date	Policy effective date. For endorsements, this is the original policy effective date, not the endorsement date.	✓	✓
policy_expiration_date	Policy expiration date	✓	✓
transaction_effective_date	Transaction effective date For endorsements, this is the endorsement date. For New/Renewal policies, this is equal to the policy effective date. If omitted, today's date is used as transaction eff. date	✓	✓
invoice_date	Required for Idaho. Idaho refers to this as the "Broker Received Date". If omitted, the filing effective date will be used.		✓
rpg	Risk Purchasing Group? Yes = 1 No = 0	✓
purchasing_group_name	Required if RPG (rpg field) is set to Yes (or 1). If not included and RPG = Yes, then the transaction will still import but will show RPG error.	✓
ecp	Exempt Commercial Purchaser? Yes = 1 No = 0 If omitted, 0 (zero) value will be imported. Unless you know what this is, set this value to 0.	✓	✓
multi_state	Does the insured’s liability reside in multiple states? Multi state Yes = 1 Multi state No = 0 InsCipher does not calculate Multi-state surplus lines tax breakdowns. With NIMA dissolving in 2016, InsCipher reports 100% of the premium to the home state of the insured and bases the tax percentages on that state. If omitted, the default is No (0). There are only a few states where InsCipher has enabled this field.	✓	✓
non_admitted_insurer_code_list	This is the NAIC code associated with the insurer. Refer to the Insurance Company import list which can be downloaded here. For policies with multiple insurance companies, provide the NAIC insurer code list. Multiple values are separated by the pipe symbol “\|”. For Lloyd's policies, use “AA-1122000”. UT does not require multi-insurance company breakdowns. You can either add the breakdown or just choose the insurance company with the majority of the premium. However, ID requires multi-insurance company filings (if applicable). Suppose you are importing both UT and ID transactions at the same time. In that case, we recommend importing all transactions with multiple insurance companies, where applicable and our system will translate this for you. Utah Example: 26883 Idaho Example: 26883\|35351 Note: You must also provide details in non_admitted_insurer_code_coverage Sample fields with Multi-Companies: “non_admitted_insurer_code_list": "26883\|35351", "non_admitted_insurer_code_coverage”: ”60\|40”	✓	✓
non_admitted_insurer_code_coverage	non_admitted_insurer_code_coverage Applicable percentage breakdown. For single insurance companies, list "100" here. For multiple insurance companies, list the breakout. This value would be the percentage breakdown in 100-based values (without the “%” sign). List these in the same order as the non_admitted_insurer_code_list. Multiple values are separated by the pipe symbol “\|”. ID requires multi-insurance company filings (if applicable), but UT does not. For Utah, select the carrier for which the majority of the risk resides. Suppose you are importing both UT and ID transactions at the same time. In that case, we recommend importing all transactions with multiple insurance companies, where applicable and our system will translate this for you. Utah Example: 100 Idaho Example: 60\|40 where 60% is for the first insurance company and 40% is for the second insurance company	✓	✓
transaction_line_of_business_list	This is an InsCipher-specific import code which can be found here. For policies with a single LOB, enter the single import code. If there are multiple LOBs, then these would be added and separated by the pipe symbol “\|”. Currently, ID and UT only require you to report the coverage for which the majority of the premium resides, so a breakout isn't necessary for these two states.	✓	✓
transaction_line_of_business_coverage	The premium breakout (rounded to the nearest cent) without the dollar sign in the string. Single LOB - enter one value. Broken-out premiums should be separated by a pipe symbol “\|” and should be in the same order as the transaction_line_of_buisness_list. Currently, ID and UT only require you to report the coverage for which the majority of the premium resides, so a breakout isn't necessary for these two states.	✓	✓
agency_fee	Policy / Broker / Agency Fee or other revenue-generating fee charged and retained by the brokerage to cover admin costs. If omitted 0 (zero) amount will be imported	Only if applicable	Only if applicable
inspection_fee	Inspection / Audit / Underwriting Fee or fee retained or required to be charged by the carrier. If omitted 0 (zero) amount will be imported	Only if applicable	Only if applicable
sl_tax	Surplus Lines Tax If left null, 0 (zero) amount will be imported.	✓	✓
stamping_fee	Stamping Fee If applicable in the state and the amount is left null, then 0 (zero) amount will be imported.	✓	✓
total	We recommend leaving this as null total amount = premium + all taxes + all policy fees. If omitted, the system will sum up and import the total automatically.
mailing_insured_name	Full insured name as it appears in policy documents	✓	✓
mailing_address	Insured mailing address	✓	✓
mailing_address2	Insured mailing address line 2 (if applicable) - ie. apartment #, suite, etc.
mailing_city	Insured mailing city	✓	✓
mailing_zip_code	Insured mailing zip code	✓	✓
mailing_state_code	Mailing state two letter state code Utah = UT Idaho = ID	✓	✓
physical_same_as_mailing	If the Physical State is the same as the Mailing State, then set this value = 1 If the Physical State is NOT the same as the Mailing State, set this value = 0. IMPORTANT: If you make the physical state the same as the mailing state then you will need to make sure that both addresses are added with valid "States" codes or you will receive an import error.	✓	✓
physical_address	Physical Address Required if Physical State is NOT the same as Mailing State.	Only if applicable	Only if applicable
physical_address2	Physical Address line 2 (if applicable) - ie. apartment #, suite, etc.
physical_city	Physical City Required if Physical State is NOT the same as Mailing State.	Only if applicable	Only if applicable
physical_zip_code	Physical zip code Required if Physical State is NOT the same as Mailing State.	Only if applicable	Only if applicable
physical_state_code	Physical state two letter state code Utah = UT Idaho = ID Required if Physical State is NOT the same as Mailing State.	Only if applicable	Only if applicable
agent_notes	Agent Notes Populates the Agent Notes section on the Filing Details page of a Filing Agent/Filing Agency Admin user. Include only if you want to add other information about the policy not captured in any of the other fields.
invoice_number	This is the invoice number (or unique transaction ID) generated by your Agency Management System (AMS). This number allows users to trace imports to existing transactions within the management system as is a value we recommend importing. We highly recommend you include this number as it will be used to identify possible duplicate transactions. Identified duplicate transactions will be excluded from being imported.

Field Mapping Informational Packet

For information related to Lines of business import codes, Insurance company import codes, Description of Risk import codes, Filing Types, Tax Titles, and Document Requirements, refer to this mapping packet.