Commonly Prefilled Questions

Fields for Widget Integration

Field	Type	Example	Description
PHONE	string	5557891234	Phone number of contact at SMB
MAILING_ADDRESS	string	123 William St, New York, NY 10038, USA	Mailing address for SMB; can be separate from place of operation
fullName	string	Small Business contact's full legal name	Frank Smith
email	string	Small Business contact's email address	[e-mail]
BUSINESS_LEGAL_NAME	string	Business legal name	Jacob's Gym LLC
businessClassCode	string	Business class code to describe SMB's operations. See full list of SMB class codes here	47011
stateCodes	array	States where business conducts operations or has stores	["OH", "NJ", "PA"]
ADDRESS	string	123 North Main Street, Dayton, OH 45402, USA	Address where this business operation is located
STATE	string	"OH"	State where this exposure is located
SALES	number	1350000	Estimated annual revenue next 12 months
PAYROLL	number	750000	Estimated annual payroll next 12 months
NUM_EMPLOYEES	number	12	Number of employees

Lead Fields (minimum recommended fields for data sharing)

Field	Type	Example	Description
fullName	string	Frank Smith	Small Business contact's full legal name
email	string	[e-mail]	Small Business contact's email address
BUSINESS_LEGAL_NAME	string	Jacob's Gym LLC	Business legal name
businessClassCode	string	47011	Business class code to describe SMB's operations. See full list of SMB class codes here
stateCodes	array	["OH", "NJ", "PA"]	States where business conducts operations or has stores

Policy Fields

Field	Type	Example	Description
NUM_EMPLOYEES	number	5	Total number of employees including owners
FRANCHISE_SELECTED	Yes / No	No	Is SMB a franchise
PRIOR_LOSS_COUNT	number	0	Total count of commercial insurance claims within the last 3 years
BUSINESS_LEGAL_NAME	string	Test Business, LLC.	Business legal name
NAME	string	Zachary Atak	Full legal name of point of contact at SMB
DATE_OF_BIRTH	date	1994-01-06T05:00:00.000Z	Date of birth of contact at SMB
PHONE	string	7161112222	Phone number of contact at SMB
PL_ELECT	Yes / No	No	Does SMB elect Professional Liability for their Business?
MAILING_ADDRESS	string	123 William St, New York, NY 10038, USA	Mailing address for SMB; can be separate from place of operation

Exposure Fields (Business Locations per Operation)

field	type	example	description
ADDRESS	string	123 North Main Street, Dayton, OH 45402, USA	Address where this business operation is located
STATE	string	"OH"	State where this exposure is located
SALES	number	1350000	Estimated annual revenue next 12 months
PAYROLL	number	750000	Estimated annual payroll next 12 months
NUM_EMPLOYEES	number	12	Number of employees

For any assistance or inquiries regarding data integration, please feel free to contact Zeke at [e-mail] or SK at [e-mail]. They will be happy to help you out!