For Assistance with making an importable file please see: How do I create a .CSV file for import?
Required Fields:
| Header Name: | Description: | Example: |
| Source | Lead Source as shown in company setup | My Lead Source |
| First_Name | Lead First Name | Intruity |
| Last_Name | Lead Last Name | Corporation |
| Lead_Type_ID | Lead Type ID as shown in company setup | 1 |
| Day_Phone Or Evening_Phone Or Email | One contact method is required | 555-555-5555 Or example@yahoo.com |
Lead Information Fields
| Name | Description | Type |
|---|---|---|
| First_Name | Lead’s First Name | String (Up to 50 Characters) |
| Last_Name | Lead’s Last Name | String (Up to 50 Characters) |
| DOB | Lead’s date of birth | Date |
| Street1 | Lead’s street address | String (Up to 50 Characters) |
| Street2 | Lead’s street address | String (Up to 50 Characters) |
| City | Lead’s home city | String (Up to 50 Characters) |
| State | Lead’s state | State Abbreviation |
| Zipcode | Lead’s zip code | Integer (Needs to be 5 Numbers) |
| Day_Phone | Day Phone number | String (Up to 50 Characters) |
| Evening_Phone | Evening Phone number | String (Up to 50 Characters) |
| Lead’s e-mail | String (Up to 50 Characters) | |
| Source | Source of the lead | String (Up to 50 Characters) |
| Bankruptcy | Had a bankruptcy | No= 0 Yes= 1 |
| Company | Company Name | String (Up to 40 Characters) |
| Contact_Time | Lead’s availability | String (Up to 50 Characters) |
| Credit | Type of credit | String (Up to 50 Characters) |
| Currently_Insured | Current insurance status | String (Up to 50 Characters) |
| Currently_Insured_By | Name of current insurance | String (Up to 50 Characters) |
| Household_Income | Household Income | Integer |
| IP_Address | The originating IP address | String (Up to 50 Characters) |
| Lead_Transferred | Lead Transferred | No= 0 Yes= 1 |
| Residence_Status | Status of residence | String (Up to 50 Characters) |
| Rewrite | Re-Write | No= 0 Yes= 1 |
| Services_To_Quote | Services to Quote | String (Up to 50 Characters) |
| Source_Lead_ID | Lead ID number | String (Up to 50 Characters) |
| Spanish_Only | Only speaks Spanish | No= 0 Yes= 1 |
| Upsell_From | Upsold from | String (Up to 50 Characters) |
| Custom_Text_1 | Custom Field | String (Up to 100 Characters) |
| Custom_Text_2 | Custom Field | String (Up to 100 Characters) |
| Custom_Text_3 | Custom Field | String (Up to 100 Characters) |
| Custom_Text_4 | Custom Field | String (Up to 100 Characters) |
| Custom_Text_5 | Custom Field | String (Up to 100 Characters) |
| Custom_Text_6 | Custom Field | String (Up to 100 Characters) |
| Custom_Text_7 | Custom Field | String (Up to 100 Characters) |
| Custom_Text_8 | Custom Field | String (Up to 100 Characters) |
| Custom_Text_9 | Custom Field | String (Up to 100 Characters)) |
| Custom_Text_10 | Custom Field | String (Up to 100 Characters) |
Health, Medicare, and Life fields
General Information
| Name | Description | Type |
|---|---|---|
| Conditions | Health conditions | String (Up to 100 Characters) |
| Life_Amount | Amount of life insurance if applicable | Integer |
| Life_Term | Term of life insurance if applicable | Integer |
| Life_Type | Type of life insurance if applicable | String (Up to 25 Characters) |
| Medications | Medications | String (Up to 100 Characters)) |
Applicant Information
| Name | Description | Type |
|---|---|---|
| Applicant_DOB | Applicant’s date of birth | Date |
| Applicant_Gender | Applicant’s Gender | Male= M Female= F |
| Applicant_HeightFT | Applicant’s Height (feet) | Integer |
| Applicant_HeightIN | Applicant’s Height (inches) | Integer |
| Applicant_Smoker | If Applicant smokes | No= 0 Yes= 1 |
| Applicant_Weight | Applicant’s Weight | Integer |
Spouse Information
| Name | Description | Type |
|---|---|---|
| Spouse_DOB | Spouse’s date of birth | Date |
| Spouse_Gender | Spouse’s Gender | Male= M Female= F |
| Spouse_HeightFT | Spouse’s Height (feet) | Integer |
| Spouse_HeightIN | Spouse’s Height (inches) | Integer |
| Spouse_Smoker | If Spouse smokes | No= 0 Yes= 1 |
| Spouse_Weight | Spouse’s Weight | Integer |
Dependent Information
| Name | Description | Type |
|---|---|---|
| Child_1_DOB | Dependent’s Date of Birth | Date |
| Child_1_Gender | Dependent’s Gender | Male= M Female= F |
| Child_1_HeightFT | Dependent’s Height (feet) | Integer |
| Child_1_HeightIN | Dependent’s Height (inches) | Integer |
| Child_1_Weight | Dependent’s Weight | Integer |
(For each additional dependent, the “1” is increased by 1 – Child_2, Child_3, etc. up to six Children “Child_6” is the maximum)
Homeowners insurance fields
| Name | Description | Type |
|---|---|---|
| 5yr_Claims | Claims in 5 years | Integer |
| Bathrooms | Amount of bathrooms | Integer |
| Bedrooms | Amount of bedrooms | Integer |
| Carport_No | Number of Carports | Integer |
| Carports_Sqft | Carport Square Feet | Integer |
| Carports_Value | Value of Carport | Integer |
| Construction_Type | Type of construction | String (Up to 50 Characters) |
| Diving_Or_Slide | Diving Board or Slide | No= 0 Yes= 1 |
| Dog_Count | Amount of dogs | Integer |
| Dwelling_Type | Type of dwelling | String (Up to 50 Characters) |
| Earthquake_Interest | Interest in earthquake insurance | No= 0 Yes= 1 |
| Electrical_Type | Type of electrical system | String (Up to 50 Characters) |
| Exterior_Walls | Type of exterior | String (Up to 50 Characters) |
| Fire_Hydrant_Distance | Distance from fire hydrant | String (Up to 50 Characters) |
| Fire_Station_Distance | Distance from fire station | String (Up to 50 Characters) |
| Fireplaces | Number of fireplaces | Integer |
| Flood_Interest | Interest in flood | No= 0 Yes= 1 |
| Foundation | Type of foundation | String (Up to 50 Characters) |
| Garage | Type of garage | String (Up to 50 Characters) |
| Heat_Type | Type of heating | String (Up to 50 Characters) |
| New_Purchase | New purchase | No= 0 Yes= 1 |
| Number_Of_Stories | Number of Stories | Integer |
| Number_Of_Units | Number of Units | Integer |
| Patio_Sqft | Patio Square Feet | Integer |
| Patio_Value | Value of Patio | Integer |
| Pool | Pool on property | No= 0 Yes= 1 |
| Pool_Enclosure | Pool Enclosure | No= 0 Yes= 1 |
| Property_City | Property city | String (Up to 50 Characters) |
| Property_State | Property state | String (Up to 2 Characters) |
| Property_Street1 | Property Street 1 | String (Up to 50 Characters) |
| Property_Street2 | Property Street 2 | String (Up to 50 Characters) |
| Property_Zipcode | Property Zipcode | Integer (Needs to be 5 Numbers) |
| Roof_Type | Type of Roof | String (Up to 50 Characters) |
| Room_Additions_No | Number of Room Additions | Integer |
| Room_Additions_Sqft | SQFT of Room Additions | Integer |
| Room_Additions_Value | Value of Room Additions | Integer |
| Security_System_Type | Type of Security | String (Up to 50 Characters) |
| Sewer_Interest | Interest in sewer protection | No= 0 Yes= 1 |
| Sheds_No | Number of Sheds | Integer |
| Sheds_Sqft | Shed Square Feet | Integer |
| Sheds_Value | Value of Shed | Integer |
| Sinkhole_Interest | Interest in sinkhole protection | No= 0 Yes= 1 |
| Skirting_Type | Type of Skirting | String (Up to 50 Characters) |
| Square_Footage | Square footage of home | Integer |
| Stories | Amount of stories | Integer |
| Unit_Floor | Floor of Unit | Integer |
| Usage_Type | Type of usage | String (Up to 50 Characters) |
| Year_Built | Year home was built | Integer |
| Yrs_At_Previous_Addr | Years at previous address | Integer |
| Yrs_At_Property | Years at this Property | Integer |
Auto insurance fields
General Information
| Name | Description | Type |
|---|---|---|
| Bi_Limit | Bodily injury limits | String (Up to 50 Characters) |
| Aaa_Member | AAA Member | No= 0 Yes= 1 |
| Medical_Limit | Medical payment limits | String (Up to 50 Characters) |
| Pip_Deductible_Amount | PIP deductible amount | String (Up to 50 Characters) |
| Property_Damage_Limit | Property damage limits | String (Up to 50 Characters) |
| Ui_Limit | Uninsured motorist limits | String (Up to 50 Characters) |
Driver Information
| Name | Description | Type |
|---|---|---|
| Driver_1_Name | Driver’s Name | String (Up to 50 Characters) |
| Driver_1_DOB | Date of birth | Date |
| Driver_1_Dui | Has a DUI | No= 0 Yes= 1 |
| Driver_1_Education | Education Level | String (Up to 50 Characters) |
| Driver_1_Gender | Gender | Male= M Female= F |
| Driver_1_Good_Student | Good Student | No= 0 Yes= 1 |
| Driver_1_License_No | License Number | String (Up to 50 Characters) |
| Driver_1_Licensed_Yrs | Years with a license | Integer |
| Driver_1_Marital_Status | Marital status | String (Up to 50 Characters) |
| Driver_1_Military | In the military | No= 0 Yes= 1 |
| Driver_1_Occupation | Occupation | String (Up to 50 Characters) |
| Driver_1_SSN | Social Security No | String (Up to 50 Characters) |
| Driver_1_State_Licensed | State licensed in | String (Up to 2 Characters) |
| Driver_1_Suspended | Licensed suspended | No= 0 Yes= 1 |
(For each Driver, the “1” is increased by 1 – Driver_2, Driver_3, etc. up to four Drivers, “Driver_4” is the maximum)
Vehicle Information
| Name | Description | Type |
|---|---|---|
| Vehicle_1_Driver_Name | Driver’s Name | String (Up to 50 Characters) |
| Vehicle_1_4wd | Four wheel drive | No= 0 Yes= 1 |
| Vehicle_1_Abs | ABS | No= 0 Yes= 1 |
| Vehicle_1_Air_Bags | Air Bags | No= 0 Yes= 1 |
| Vehicle_1_Annual_Miles | Annual Miles | Integer |
| Vehicle_1_Anti_Theft | Anti-Theft | No= 0 Yes= 1 |
| Vehicle_1_Auto_Seatbelt | Auto Seatbelts | No= 0 Yes= 1 |
| Vehicle_1_Coll_Ded | Collision deductible | Integer |
| Vehicle_1_Commute_Miles | Commute Miles per day | Integer |
| Vehicle_1_Comp_Ded | Comprehensive deductible | Integer |
| Vehicle_1_Cost_New | New Cost | Integer |
| Vehicle_1_Cylinders | Number of cylinders | Integer |
| Vehicle_1_Hired_Nonowned | Hired or Non-Owned | No= 0 Yes= 1 |
| Vehicle_1_Leased | Leased | No= 0 Yes= 1 |
| Vehicle_1_Loan | Have a loan on vehicle | No= 0 Yes= 1 |
| Vehicle_1_Make | Make of vehicle | String (Up to 50 Characters) |
| Vehicle_1_Model | Model of vehicle | String (Up to 50 Characters) |
| Vehicle_1_Usage_Type | Usage Type | String (Up to 50 Characters) |
| Vehicle_1_Vin | VIN number | String (Up to 50 Characters) |
| Vehicle_1_Year | Year | String (Up to 50 Characters) |
(For each vehicle, the “1” is increased by 1 – vehicle_2, vehicle_3, etc. up to four vehicles, “vehicle_4” is the maximum)
Business fields
General Information
| Name | Description | Type |
|---|---|---|
| No_Employees | Number of Employees | Integer |
| No_Fulltiime | Full time Employees | Integer |
| No_Parttime | Part time Employees | Integer |
| No_Contractors | Number of Contractors | Integer |
| No_Owners | Number of Owners | Integer |
| Entity_Type | Entity Type | String (Up to 50 Characters) |
| Formed_Date | Date Formed | Date |
| Annual_Revenue | Annual Revenue | Integer |
| Years_Experience | Years Experience | Integer |
| Fein | FEIN number | String (Up to 50 Characters) |
Liability Information
| Name | Description | Type |
|---|---|---|
| GL_Provider | Current Provider | String (Up to 50 Characters) |
| GL_Expiration_Date | Expiration Date | Date |
| GL_Annual_Premium | Annual Premium | Integer |
| GL_Seasonal_Onetime | Seasonal or Onetime | No= 0 Yes= 1 |
| GL_Limits | Limits | Integer |
| GL_Premium_Basis | Premium Basis | String (Up to 50 Characters) |
| GL_Exposure | Exposure | String (Up to 50 Characters) |
| GL_Additional_Insured | Additional Insured | String (Up to 50 Characters) |
| WC_Provider | Current Provider | String (Up to 50 Characters) |
| WC_Expiration_Date | Expiration Date | Date |
| WC_Annual_Premium | Annual Premium | Integer |
| WC_No_Employees | Number of Employees | Integer |
| WC_No_Fulltiime | Full time Employees | Integer |
| WC_No_Parttime | Part time Employees | Integer |
| WC_No_Contractors | Number of Contractors | Integer |
| WC_No_Owners | Number of Owners | Integer |
| WC_No_3yr_Claims | Claims in 3 yrs | Integer |
| WC_Claims_Value | Value of Claims | Integer |
| WC_Gross_Payroll | Gross Payroll | Integer |