When you download our template, you might be wondering what each of the column headers means and what the information will be used for. Here's a primer to explain that for you.
Required columns:
(1) *Address (e.g. 123 Main St)
Building number and street name
(2) *City (e.g. San Francisco)
(3) *State (e.g. CA)
(4) *Zip (e.g. 94103)
5 digit zip code
If the zip starts with a "0" double-check your file prior to submitting to ensure the formatting isn't wiping out that starting digit)
(5) *External ID (e.g. 1034857)
This will be an internal ID you use to identify/find the property
Example: policy number, claim number, quote number, etc.
Optional columns
(1) Secondary External ID (e.g. department name, region, etc.)
An additional method of identifying a policy internally
(2) Product Identifier (e.g. PropertyPulse, PropertyAction, etc.)
Your account was set up to allow you to place orders for certain "Profile Types" depending on what your organization purchased.
If you have one profile type, you have the option to keep it blank and move forward with your bulk order.
If your organization has more than one, you will need to fill it out.
(3) Assign to Email (e.g. lewis@insurance.com) -
This cannot be a name, must be the email associated with the user you are assigning it to
Enter a single email or a comma-separated list of emails
The assignee will be able to filter their dashboard for their properties
(4) Date of Loss (e.g. 04/15/2019)
This changes the logic of our scoring process. Rather than scoring the most recent, highest res image, we'll search for imagery captured right before the loss occurred and score the property as of that pre-loss date.
(5) Latitude & Longitude (e.g. 37.772660, -122.402330)
If provided, we'll use the lat/long to locate the property and score it rather than the address.
(6) Insured Name (e.g. Walmart)
Free form text field
Name of the insured
(7) Loss Value (e.g. $120,000)
The total dollar amount of the loss.
(8) Cause of Loss (e.g. collapsed roof) -
Free form text field
Denotes what underlying conditions or events caused the loss to occur.
(9) Renewal Date (e.g. 10/10/2021)
(10) Premium Value (e.g. $100,000)
(11) Agent Name (e.g. John Smith)
Free form text field
(10) Agent Code (e.g. 0045)
Free form text field
(11) Program Code
Free form text field
(12) Enable Subscription (e.g.Yes or No) - No longer needed for Pulse customers. Feel free to remove.