API Info

Field

Description

Field type

id

Unique ID used for tracking imported transactions

varchar (255)

policy_number

Policy number. Non-unique field.

varchar (50)

policy_effective_date

Policy effective date

date (yyyy-mm-dd)

transaction_effective_date

Transaction effective date

date (yyyy-mm-dd)

transaction_type

Transaction types are listed below

account_written_as

Account Written values are listed below

rpg

RPG: yes or no

No = 0

Yes = 1

decimal(12,2)

premium

Policy premium

decimal(12,2)

agency_fee

Policy / Broker / Agency Fee

decimal(12,2)

inspection_fee

Inspection / Audit / Underwriting Fee

decimal(12,2)

sl_tax

Surplus Lines Tax,

or Florida Tax in FL,

or State Tax in Oregon

decimal(12,2)

stamping_fee

Stamping fee,

or FSLO fee in Florida

or Fire Marshal Tax in Oregon

decimal(12,2)

sl_service_charge

Currently active only in state of Oregon

decimal(12,2)

municipal_fee

Currently active only in state of Kentucky

decimal(12,2)

fm_tax

Fire Marshal Tax based on Line of Business.

Active in state of Illinois and is based off premium amount

decimal(12,2)

total

total amount = premium + all taxes + all policy fees

decimal(12,2)

commission_received

Is commission received?

Required in state of New Hampshire

If commission is received, policy fee cannot be charged (Tax rule #33 (NH, RPG))

Yes = 1

No = 0

tinyint(1)

non_admitted_insured_name

Insurance Company Name or NAICS code

varchar(255)

invoice_date

Date of Invoice

date (yyyy-mm-dd)

purchasing_group_name

Required if RPG == 1

varchar(255)

ecp

Exempt Commercial Purchaser
Yes = 1
No = 0

tinyint(1)

risk_description

Risk description
Required if RPG == 1

varchar(255)

mailing_insured_name

Insured name as it appears in policy documents

varchar(100)

mailing_address

Mailing address

varchar(255)

mailing_address2

Mailing address line 2

varchar(255)

mailing_city

Mailing city

varchar(100)

mailing_zip_code

Mailing zip code

varchar(20)

mailing_state_code

Mailing state. 2 letter state code

physical_same_as_mailing

physical is same as mailing == 1
physical is NOT same as mailing == 0

tinyint(1)

physical_address

Physical address

varchar(255)

physical_address2

Physical address line 2

varchar(255)

physical_city

Physical city

varchar(100)

physical_zip_code

Physical zip code

varchar(20)

physical_state_code

Physical state. 2 letter state code

transaction_line_of_business

Line of business code
See lines of business below

exempt

Exempt yes = 1
Exempt no = 0
Optional Value. Currently Required only for state of Utah.

tinyint(1)

export_list

Export list yes = 1
Export list no = 0
Optional Value. Currently Required only for state of Utah.

tinyint(1)

multi_state

Multi state yes = 1
Multi state no = 0
Optional value. Currently required in Utah only

 └  code

Document code is retrieved from tax rules API

 └  url

Full document URL that can be access by our system and downloaded.

 └  id

Unique document ID number. For import tracking purposes only. Optional.