Insured

General Information

• Insured Name (insured_name): The legal name of the insured entity. [Data]

• Broker (broker): The broker or agency managing the policy. [Link]

• Status (status): The current status of the insured entity. [Link]

• Enabled (enabled): Indicates if the policy is active or inactive. [Check]

Contact Information

• Broker Email (broker_email): Email address of the broker. [Data]

• Address 1 (address_1): Primary street address of the insured or broker. [Data]

• Address 2 (address_2): Secondary street address or suite number. [Data]

• City (city): City of the insured or broker's address. [Data]

• State (state): State of the insured or broker's address. [Data]

• Zip Code (zip_code): Postal code of the insured or broker's address. [Data]

• Country (country): Country of the insured or broker's address. [Data]

• First Name (first_name): First name of the primary contact. [Data]

• Last Name (last_name): Last name of the primary contact. [Data]

• Email (email): Email address of the primary contact. [Data]

• Phone (phone): Phone number of the primary contact. [Data]

Business Information

• Business Entity Type (business_entity_type): The type of business entity, e.g., LLC. [Select]

• FEIN (fein): The Federal Employer Identification Number. [Data]

• Annual Revenue (annual_revenue): The annual revenue of the insured entity. [Currency]

• Annual Payroll (annual_payroll): The annual payroll expenses. [Currency]

• Full Time Employees (full_time_employees): Number of full-time employees. [Int]

• Part Time Employees (part_time_employees): Number of part-time employees. [Int]

• Business Years (business_years): Number of years the business has been operational. [Int]

• Owner Experience (owner_experience_years): Number of years of experience the owner has in this business. [Int]

• Business Description (business_description): A brief description of the business operations. [Small Text]

• Type of Work (type_of_work): The specific type of work the business performs. [Small Text]

Lead Information

• Close Lead ID (close_lead_id): Identifier for the lead if the policy was generated from one. [Data]

• Close Lead URL (close_lead_url): URL containing information about the lead. [Data]

• Close Lead Source (close_lead_source): The original source of the lead. [Data]

Policy-Related Tables

• Policies (policies): A table with details on the insured policies. [Table]

• Payments (payments): A table summarizing payments received for the policies. [Table]

• Transactions (transactions_table): A table listing all transactions related to the insured's account. [Table]

• Certificates (certificates_table): A table of all certificates issued under the policy. [Table]

• Certificate Holder Table (certificate_holder_table): A table listing all certificate holders. [Table]