Miscellaneous Help

Import/Export File Layouts

Note: Branches, Producers, and Carriers must exist in the system in order for a policy to import.

POLICY
Type Len
Required Field
Description Valid Format
C 1
Y
Insurance Type 'P' for Personal or 'C' for Commercial Lines
C 2
Y
Applicable State State in which the laws apply
C 40
Y
Policy Number Policy Number of the insured
I 10
N
Policy Type ID Policy Type ID (ex. 51 = Auto Liability and Physical Damage) Import ignores the value in this field.
I 10
N
User Policy Type ID The system assigned user policy type ID. Import ignores the value in this field.
C 50
Y
Print Title Policy Type Title that prints on the top of the notice. Import will reject the record if this value doesn't exactly match a policy type print title defined in Policy Terminator®.
C 5
Y
Carrier Number Carrier (NAIC) identifier. This field only imports if the Carrier number is already defined within the Policy Terminator.
Note: The carriers/NAIC list is controlled by ODEN® and is not user defined. Contact your ODEN® sales representative if additional carriers are needed.
C 10
Y
Branch Description Description of the branch office address. Import will reject the record if this field does not exactly match a branch description defined within the Policy Terminator®.
C 21
Y
Producer Number Number assigned to producer issuing this policy. Import will reject the record if this field does not exactly match a producer.
C 37
Y
Named Insured Line 1 Named Insured Field
C 37
N
Named Insured Line 2 Named Insured Field
C 50
N
Named Insured Misc Line Misc line for extra information needed on policy.
C 9
N
Territory 2% rule rating territory for nonrenewals in NY, NJ, and HI.
C 50
N
User Defined Field 1 Used for future expansion and customization.
C 50
N
User Defined Field 2 Used for future expansion and customization.
C 50
N
User Defined Field 3 Used for future expansion and customization.
C 50
N
User Defined Field 4 Used for future expansion and customization.
C 50
N
User Defined Field 5 Used for future expansion and customization.
D 10
N
Inception Date Date of inception
D 10
N
Expiration Date Date of expiration
D 10
N
Premium Date Premium Date
N 20
N
Premium Amount of Premium
C 20
N
Premium Due Premium Due
B 1
N
Surplus Policy Flag 1= surplus, 0= not surplus
B 1
N
Retro Rated Policy Flag 1= retro rated, 0= not retro rated
B 1
N
Multi State Policy Flag 1= multi-state, 0= single state
B 1
N
New Policy Flag Indicates whether or not policy is new.
1= new, 0= existing
B 1
N
Audit Flag 1= Auditable policy, 0= not auditable policy
C 37
Y
Address Line 1 Address of the Named Insured
C 37
N
Address Line 2 Address of the Named Insured
C 35
N
Address Line 32 Address of the Named Insured
C 35
N
Address Line 42 Address of the Named Insured
C 23
Y1
City2 City of Named Insured
C 2
Y1
State2 State of Named Insured
C 9
Y1
Zip Code2 Zip of Named Insured

B

1
Y
International Flag

Indicates whether or not the named insured's address is Domestic or International.
1= International, 0= Domestic

C 50        N User Defined Field 6 Used for future expansion and customization.
C 50        N User Defined Field 7 Used for future expansion and customization.
C 50        N User Defined Field 8 Used for future expansion and customization.
C 50        N User Defined Field 9 Used for future expansion and customization.
C 50        N User Defined Field 10 Used for future expansion and customization.

 

1City, State and Zip are required for Domestic addresses only
2Address Line 3 and Address Line 4 are ignored for Domestic addresses. City, State, and Zip are ignored for International addresses