Setup and Clearance
Setup and Clearance (S&C) is the process by which an insurance application submission is received and the information is ingested into a CRM or policy admin system. means Groundspeed derived when data not present in source document, means field is sourced from a 3rd party provider and is only available in our Premium subscription tier.
Attributes for the latest version are below.
Attributes
requestId string
The ID of the request, which can be referenced with the Groundspeed team to help assist with any questions or debugging.
submissionMetaData object
Information about the documents attached to a submission email
Child Attributes
emailSubject string
The subject of the email containing the submission.
emailSender string
The email address of the sender of the submission.
emailDate string
Date the email with the submission was sent.
submissionAttachments object
A list of objects, each one describing a different attachment to the submission email.
Child Attributes
attachmentsCount integer
The number of attachments in the submission email.
attachments array
An array of attachment objects
Child Attributes
attachment object
An object that contains data about a given attachment
Child Attributes
fileName string
The name of the attached file.
fileExtension string
The extension of the file that describes the format of the document
docType string
The underlying insurance document type within a file.
submissionData object
General information about the submission
Child Attributes
insuredName string
The entity, company, or individual covered by a policy. This is the value present in the source document.
dateSubmitted string
The date the submission was initially sent, independent of when the broker email was sent.
effectiveDate string
The effective date of the proposed policy term
expirationDate string
The expiration date of the proposed policy term
agencyName string
The name of the broker processing the submission
agencyAddress1 string This field is sourced from a 3rd party provider only available in our Premium subscription tier.
The street address of the agency.
agencyAddress2 string This field is sourced from a 3rd party provider only available in our Premium subscription tier.
The secondary address information of the agency.
agencyCity string This field is sourced from a 3rd party provider only available in our Premium subscription tier.
The city of the agency.
agencyState string This field is sourced from a 3rd party provider only available in our Premium subscription tier.
The state of the agency.
agencyPostalCode string This field is sourced from a 3rd party provider only available in our Premium subscription tier.
The postal code of the agency.
insuredAddress1 string This field is sourced from a 3rd party provider only available in our Premium subscription tier.
The street address of the insured.
insuredAddress2 string This field is sourced from a 3rd party provider only available in our Premium subscription tier.
The secondary address of the insured.
insuredCity string This field is sourced from a 3rd party provider only available in our Premium subscription tier.
The city of the insured.
insuredState string This field is sourced from a 3rd party provider only available in our Premium subscription tier.
The state of the insured.
insuredPostalCode string This field is sourced from a 3rd party provider only available in our Premium subscription tier.
The postal code of the insured.
agencyContactEmail string
The email of the agency.
underwriterName string
The name of the underwriter.
underwriterEmail string
The email of the underwriter.
coverageTypes array
The lines of business for which coverage is being requested.
Child Attributes
coverageType string
A normalized line of business name.
needByDate string
The date by which a quote is required.
fein string
The FEIN number of the insured.
naics string
The NAICS number of the insured.
policyTermMonths float
The number of months of policy coverage being requested.
Sample Data
[
{
"requestId": "client_account_ref_123",
"submissionMetaData": {
"emailSubject": "Fwd: Acme Inc. 2021 renewal",
"emailSender": "acme.insurance@example.com",
"emailDate": "10/05/2021, 15:29:17",
"submissionAttachments": {
"attachmentsCount": 4,
"attachments": [
{
"fileName": "acme_acord_125_127.pdf",
"fileExtension": "pdf",
"docType": "acord"
},
{
"fileName": "acme_claims.pdf",
"fileExtension": "pdf",
"docType": "lossrun"
},
{
"fileName": "acme_policy_doc.pdf",
"fileExtension": "pdf",
"docType": "policyform"
},
{
"fileName": "acme_sov.xlsx",
"fileExtension": "xlsx",
"docType": "sov"
}
]
}
},
"submissionData": {
"insuredName": "Acme Inc.",
"dateSubmitted": "09/23/2021",
"effectiveDate": "11/30/2021",
"expirationDate": "11/30/2022",
"agencyName": "Insurance Inc.",
"agencyAddress1": "123 Main Street",
"agencyAddress2": "Suite 100",
"agencyCity": "New York",
"agencyState": "NY",
"agencyPostalCode": "10001",
"agencyCountry": "US",
"insuredAddress1": "500 Wall Street",
"insuredAddress2": null,
"insuredCity": "New York",
"insuredState": "NY",
"insuredPostalCode": "10010",
"insuredCountry": "US",
"countryOfOrigin": "United States",
"countryOfOriginISO3": "USA",
"uniqueMarketReference": "B1526ENSAM1800207",
"agencyContactEmail": "jsmith@insuranceinc.com",
"underwriterName": "Jane Doe",
"underwriterEmail": "jdoe@insuranceinc.com",
"coverageTypes": [
"Property",
"Workers Compensation"
],
"needByDate": "11/25/2021",
"fein": "19-02931241",
"naics": "441",
"sic": "123",
"dunsNumber": "123456789",
"policyTermMonths": 12,
"segment": "A1",
"yearOfAccount": "2022",
"brokerPortal": "http://xyzinsuranceservices.com",
"requirementName": "Acme",
"requestedlineOfBusiness": [
"Property",
"Workers Compensation"
]
}
}
]
[
{
"requestId": "client_account_ref_123",
"submissionMetaData": {
"emailSubject": "Fwd: Acme Inc. 2021 renewal",
"emailSender": "acme.insurance@example.com",
"emailDate": "10/05/2021, 15:29:17",
"submissionAttachments": {
"attachmentsCount": 4,
"attachments": [
{
"fileName": "acme_acord_125_127.pdf",
"fileExtension": "pdf",
"docType": "acord"
},
{
"fileName": "acme_claims.pdf",
"fileExtension": "pdf",
"docType": "lossrun"
},
{
"fileName": "acme_policy_doc.pdf",
"fileExtension": "pdf",
"docType": "policyform"
},
{
"fileName": "acme_sov.xlsx",
"fileExtension": "xlsx",
"docType": "sov"
}
]
}
},
"submissionData": {
"insuredName": "Acme Inc.",
"dateSubmitted": "09/23/2021",
"effectiveDate": "11/30/2021",
"expirationDate": "11/30/2022",
"agencyName": "Insurance Inc.",
"agencyAddress1": "123 Main Street",
"agencyAddress2": "Suite 100",
"agencyCity": "New York",
"agencyState": "NY",
"agencyPostalCode": "10001",
"agencyCountry": "US",
"insuredAddress1": "500 Wall Street",
"insuredAddress2": null,
"insuredCity": "New York",
"insuredState": "NY",
"insuredPostalCode": "10010",
"insuredCountry": "US",
"agencyContactEmail": "jsmith@insuranceinc.com",
"underwriterName": "Jane Doe",
"underwriterEmail": "jdoe@insuranceinc.com",
"coverageTypes": [
"Property",
"Workers Compensation"
],
"needByDate": "11/25/2021",
"fein": "19-02931241",
"naics": "441",
"sic": "123",
"dunsNumber": "123456789",
"policyTermMonths": 12,
"segment": "A1",
"yearOfAccount": "2022",
"brokerPortal": "http://xyzinsuranceservices.com",
"requirementName": "Acme",
"requestedlineOfBusiness": [
"Property",
"Workers Compensation"
]
}
}
]
[
{
"requestId": "client_account_ref_123",
"submissionMetaData": {
"emailSubject": "Fwd: Acme Inc. 2021 renewal",
"emailSender": "acme.insurance@example.com",
"emailDate": "10/05/2021, 15:29:17",
"submissionAttachments": {
"attachmentsCount": 4,
"attachments": [
{
"fileName": "acme_acord_125_127.pdf",
"fileExtension": "pdf",
"docType": "acord"
},
{
"fileName": "acme_claims.pdf",
"fileExtension": "pdf",
"docType": "lossrun"
},
{
"fileName": "acme_policy_doc.pdf",
"fileExtension": "pdf",
"docType": "policyform"
},
{
"fileName": "acme_sov.xlsx",
"fileExtension": "xlsx",
"docType": "sov"
}
]
}
},
"submissionData": {
"insuredName": "Acme Inc.",
"dateSubmitted": "09/23/2021",
"effectiveDate": "11/30/2021",
"expirationDate": "11/30/2022",
"agencyName": "Insurance Inc.",
"agencyAddress1": "123 Main Street",
"agencyAddress2": "Suite 100",
"agencyCity": "New York",
"agencyState": "NY",
"agencyPostalCode": "10001",
"insuredAddress1": "500 Wall Street",
"insuredAddress2": null,
"insuredCity": "New York",
"insuredState": "NY",
"insuredPostalCode": "10010",
"agencyContactEmail": "jsmith@insuranceinc.com",
"underwriterName": "Jane Doe",
"underwriterEmail": "jdoe@insuranceinc.com",
"coverageTypes": [
"Property",
"Workers Compensation"
],
"needByDate": "11/25/2021",
"fein": "19-02931241",
"naics": "441",
"sic": "123",
"dunsNumber": "123456789",
"policyTermMonths": 12,
"segment": "A1",
"yearOfAccount": "2022",
"brokerPortal": "http://xyzinsuranceservices.com",
"requirementName": "Acme",
"requestedlineOfBusiness": [
"Property",
"Workers Compensation"
]
}
}
]
[
{
"requestId": "client_account_ref_123",
"submissionMetaData": {
"emailSubject": "Fwd: Acme Inc. 2021 renewal",
"emailSender": "acme.insurance@example.com",
"emailDate": "10/05/2021, 15:29:17",
"submissionAttachments": {
"attachmentsCount": 4,
"attachments": [
{
"fileName": "acme_acord_125_127.pdf",
"fileExtension": "pdf",
"docType": "acord"
},
{
"fileName": "acme_claims.pdf",
"fileExtension": "pdf",
"docType": "lossrun"
},
{
"fileName": "acme_policy_doc.pdf",
"fileExtension": "pdf",
"docType": "policyform"
},
{
"fileName": "acme_sov.xlsx",
"fileExtension": "xlsx",
"docType": "sov"
}
]
}
},
"submissionData": {
"insuredName": "Acme Inc.",
"dateSubmitted": "09/23/2021",
"effectiveDate": "11/30/2021",
"expirationDate": "11/30/2022",
"agencyName": "Insurance Inc.",
"agencyAddress1": "123 Main Street",
"agencyAddress2": "Suite 100",
"agencyCity": "New York",
"agencyState": "NY",
"agencyPostalCode": "10001",
"insuredAddress1": "500 Wall Street",
"insuredAddress2": null,
"insuredCity": "New York",
"insuredState": "NY",
"insuredPostalCode": "10010",
"agencyContactEmail": "jsmith@insuranceinc.com",
"underwriterName": "Jane Doe",
"underwriterEmail": "jdoe@insuranceinc.com",
"coverageTypes": [
"Property",
"Workers Compensation"
],
"needByDate": "11/25/2021",
"fein": "19-02931241",
"naics": "441",
"policyTermMonths": 12
}
}
]