Groundspeed

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

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.

attachmentsCount integer

The number of attachments in the submission email.

attachments array

An array of attachment objects

attachment object

An object that contains data about a given attachment

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

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.

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 } } ]