Required fields for Book of Business (BoB) Import

Overview

When importing data into the system, it’s important to include all required fields. Each import template file has its own set of required fields. These fields ensure your records are created or updated correctly. Missing required data can prevent records from being added or updated.

This article outlines the minimum required fields for each type of import template.

IN THIS ARTICLE

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Individuals with Policies

To import Individual Records along with their policy data, the following fields are required:

• Individual: First Name
• Individual: Last Name
• Carrier: Carrier Name
• Policy: Policy Number
• Policy: Policy Status
• Policy: Coverage Type

Notes:

• Each policy must have a unique Policy Number. Don’t use “0” or leave it blank. If you don’t have real numbers, use placeholders like Temp001, Temp002, etc. To avoid duplicates, add the date. For example: 080125Temp001.
• If any of the required policy fields are missing, the Policy Record will not be created or updated.
• If you only include the carrier name, a Policy Record will not be created, but the Individual Record will be associated with the Carrier Record as a carrier contact. Clients should not be listed as carrier contacts.
• For mass updates, it’s highly recommended to include IDs. You can export these from reports to ensure accuracy.

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Groups with Policies

To import Groups Records with associated Policy Records, include:

• Group: Group Name
• Carrier: Carrier Name
• Policy: Policy Number
• Policy: Policy Status
• Policy: Coverage Type

Notes:

• Each policy must have a unique Policy Number. Don’t use “0” or leave it blank. If you don’t have real numbers, use placeholders like Temp001, Temp002, etc. To avoid duplicates, add the date. For example: 080125Temp001.
• If any of the required policy fields are missing, the Policy Record will not be created or updated.
• If you only include the carrier name, a Policy Record will not be created, but the Individual Record will be associated with the Carrier Record as a carrier contact. Clients should not be listed as carrier contacts.
• For mass updates, it’s highly recommended to include IDs. You can export these from reports to ensure accuracy.

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Groups with Individuals

To import Individual Records that are associated with Group Records, include:

• Group: Group Name
• Individual: First Name
• Individual: Last Name

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Group Leads

To import Group Records, the only required field is:

• Group: Group Name

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Individual Leads

To import Individual Records, include:

• Individual: First Name
• Individual: Last Name

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Agents

To import Agents Records, include:

• Agent: First Name
• Agent: Last Name
• Agency: Agency Name