Exporting Data
Written by rob g
Updated at October 19th, 2023
In this category:
Table of Contents
Overview
Downloading
Search Results can be downloaded by clicking the Export button located at the bottom of your List View
Single Record Export
You can export a single record from the modal (business details section)
Location Schedule Export
You can export the Location schedule from the Locations tab
Export File
CSV
Not to be confused with an Excel file, the export is a CSV file (comma-separated values). CSV files can be opened with a number of applications including Microsoft Excel, Apple Numbers, LibreOffice, Google Sheets, etc.
If you do not have Excel, we recommend Google Sheets, however these instructions will apply to most other applications-
- Open Sheets
- Choose "file" - "import" - "upload"
- Select the file and follow prompts to import
Standard Export Fields
Standard Fields
- Company ID - this is our internal ID
- Name - business name
- Lat/Long - the latitude & longitude of business address
- ID - list order
- Address - street address
- City
- State
- Zip
- Phone
- County
- Effdate - WC renewal date of coverage (label needs correction)
- Class - primary WC class code of business's operations
- Classdesc - class code description (as available)
- Baserate - class code Loss Cost
- PEO
- = non-PEO policy type (> or equal to 2 indicates leasing/PEO type policy)
- Residual
- = voluntary market
- = assigned-risk
- Agency - name of agency
Premium Search add-on Data Fields
Premium Search Add-On Data Fields
- Carrier - Incumbent WC Carrier
- LCM - carrier's current LCM filing (as available)
- Premium - WC premium (as available)
- Policynum - WC policy number
- PEO Provider
Premium Search add-on
this add-on enables the Carrier & PEO Provider targeting in your Search Menu and adds the data to your export file. Note you do not need this add-on to view the information in your Details Modal
Export Package add-on Data Fields
Export Package Data Fields
- FEIN
- Employees
- Sales
- Contact info
- contact fields are numbered (i.e. email1, email2, name1, name2, phone1, phone2, position1, position2, etc)
Number of Employees Formatting
Excel interprets the value as a date (i.e. 5-9 = May-9)
To fix - highlight/select the column, right-click and choose Format cells
Choose the Number tab, followed by the Custom category
Input the following - mm-dd
Experience Mod Exporting
Info
Experience Mod data is available in the following states: DE, MN, NC, NJ, PA
Exports from these states' datasets will include Exp Mod data fields
Note
Renewal mods are released approximately 90 days in advance of a renewal. If a renewal mod is issued for an account you have exported it will be the first mod value in the sheet ('mod'). Users are advised to check a couple listings' Business Details screen to verify if renewal mods have been issued. Renewal mods display in the upper left pane of the Modal, while current and historical mods are displayed with the coordinating policy in the Carrier History section.
Exporting Limitations
Starter
Record Count - 200 exports per billing cycle (exports do not count against policy view count)
Date range - 90 days in advance, based on renewal date of coverage. i.e. if it is 3/1 you can export up to 200 records renewing through 5/30 (3/1 to 5/30 is 90 days, 6/1 would be 92 days..)
Agency Monthly
Record Count - up to 1,000 records per export. Unlimited exporting.
Date range - 90 days in advance, based on renewal date of coverage. i.e. if it is 3/1 you can export records renewing through 5/30 (3/1 to 5/30 is 90 days, 6/1 would be 92 days..)
Agency Annual
Record Count - up to 1,000 records per export. Unlimited exporting.
Date range - annual plans are given a 14 month window for exporting. For example, if your subscription starts on 3/1/21 you can export businesses renewing through 5/1/22. For obvious reasons we cannot allow annual plans to export an annualized list on the last days of their subscription, so we include a 2 month buffer to allow for continued activity.
* we can waive this restriction with a written confirmation of your subscription renewal, via email.
Note
The Export Package increases the per export limit of Team plans from 1,000 to 4,000 records per export. This add-on does NOT increase the single-user plan's cap of 200 exports per billing cycle.
Common Questions
Export Count is Lower than my Search Results
- this is due to one of the above limitations (i.e. double check the date range of your search)
LCM Values are Inconsistent
- Possibility 1 - we store LCM's historically. So the same carrier may have two different LCM filings in your export, which will depend on a given prospect's renewal date and the effective date of the Carrier's LCM filing. The easiest way to check for this is by checking out the Carrier History section of the Business Details - in this scenario, the 5/1 renewal has the 'old' LCM, however a 9/1 renewal with the same carrier may have the 'current' LCM.
- Possibility 2 - multi-state accounts. as of this writing we are in the process of resolving a glitch, which causes the LCM from another state's policy coverage to export. For example, if you export a business based in NC that also has operations (and active coverage) in TN, the LCM value from the TN policy may show up on your NC export. This is limited only to businesses which have active coverage in multiple states. The easiest way to check for this is by checking out the Carrier History section to see if multiple states are listed.