input stringlengths 676 1.04k | output dict |
|---|---|
From: claimsdesk@example.org
To: underwriting-queue@northline-mga.example
Subject: claim update // Lewis Enterprises LLC // Workers Compensation
Underwriting,
Broker spreadsheet would not open. This is the paste from the carrier portal. Producer is on the road and dictated half of this from the truck.
Insured: Lewis... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.33,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each close... |
From: Marcus Soto <murraychristopher@example.com>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Workers Compensation / Sullivan-Little
Underwriting,
Can you turn an indication today? Insured is binding coverage this week. Controller uses a June fiscal year. Use the P&L figur... | {
"risk_tier": "Decline",
"recommended_pricing_adjustment_factor": 2.5,
"mandatory_underwriting_conditions": [
"Do not offer terms. Loss experience or hazard class exceeds program authority.",
"Submit the current experience modification worksheet and payroll by class code.",
"Document the largest loss... |
From: Eric Miles <singhkatherine@example.net>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Commercial Property / Williams and Sons
Underwriting,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. ACORD application is still in the other thread, s... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Provide roof age, construction, and protection details for each location.",
"Obtain a no-known-loss lett... |
From: claimsdesk@example.net
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Ferguson General Inc // Workers Compensation
Hi team,
Notes were typed between calls. Need reserve comments and a pricing indication. Controller uses a June fiscal year. Use the P&L figure below, not the rounded number from... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.15,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed c... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: Fw: valued losses // Parker Holdings LLC // Commercial Property
Hi team,
Broker spreadsheet would not open. This is the paste from the carrier portal. Producer is on the road and dictated half of this from the truck.
Insured: Parker H... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.05,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed c... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: Fw: valued losses // Rhodes PLC // General Liability
Hello,
Please process this file and send the renewal pricing impact. Portal PDF would not download. Pasting what I could read.
Insured: Rhodes PLC. Location: Coxberg, WI. NAICS 5412... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.03,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed c... |
From: Yolanda Esparza <brian35@example.com>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Umbrella / Sullivan-Davis
Underwriting,
Sorry this came over messy. Producer is out and the ACORD is still in email. Controller uses a June fiscal year. Use the P&L figure below, not the r... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.76,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Underlying liability limits must be scheduled and confirmed before binding.",
"Require a loss-control survey within 60 days o... |
From: claimsdesk@example.net
To: underwriting-queue@northline-mga.example
Subject: claim update // George Group // Commercial Property
Good morning,
Broker spreadsheet would not open. This is the paste from the carrier portal. Producer is on the road and dictated half of this from the truck.
Insured: George Group. L... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed c... |
From: David Carey <richardsaaron@example.com>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: RE: RE: new business / General Liability / Lane Nursing Co
Hi team,
Sorry this came over messy. Producer is out and the ACORD is still in email. Insured's ops contact answers slowly, so the loss dates are fr... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.79,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Require a loss-control survey within 60 da... |
From: Brandon Nelson <dylan38@example.org>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Workers Compensation / Fowler Properties LLC
Good morning,
Sorry this came over messy. Producer is out and the ACORD is still in email. Please ignore the earlier draft. This version has ... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Submit the current experience modification worksheet and payroll by class code.",
"Obtain a no-known-los... |
From: Charles Barrett <christophermitchell@example.net>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / Umbrella / Glenn Holdings LLC
Good morning,
Can you turn an indication today? Insured is binding coverage this week. Controller uses a June fiscal year. Use the P&L figure belo... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.36,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Underlying liability limits must be scheduled and confirmed before binding.",
"Document the largest los... |
From: claimsdesk@example.net
To: underwriting-queue@northline-mga.example
Subject: Fw: valued losses // Jones Services Inc // Commercial Property
Underwriting,
Broker spreadsheet would not open. This is the paste from the carrier portal. Please ignore the earlier draft. This version has the headcount corrected.
Insu... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed c... |
From: Crystal Baker <mwillis@example.net>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / Workers Compensation / Wilson Hotels Co
Hi team,
Sorry this came over messy. Producer is out and the ACORD is still in email. Please ignore the earlier draft. This version has the headcount ... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.05,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Submit the current experience modification worksheet and payroll by class code.",
"Obtain a no-known-loss ... |
From: Rebecca Larson <edward47@example.org>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Commercial Property / Willis Partners LP
Hello,
Can you turn an indication today? Insured is binding coverage this week. ACORD application is still in the other thread, sorry.
Insured: Wi... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.69,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Provide roof age, construction, and protection details for each location.",
"Document the largest loss, including cause, rese... |
From: Robert Butler <lukemorrison@example.com>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Commercial Property / Holt Enterprises LLC
Hi team,
Sorry this came over messy. Producer is out and the ACORD is still in email. Controller uses a June fiscal year. Use the P&L figur... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Provide roof age, construction, and protection details for each location.",
"Obtain a no-known-loss lett... |
From: claimsdesk@example.org
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Riley, Bowen and Osborne // Umbrella
Hi team,
Please process this file and send the renewal pricing impact. ACORD application is still in the other thread, sorry.
Insured: Riley, Bowen and Osborne. Location: Lake Daniel, C... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.36,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each close... |
From: Christine Russell <ppotter@example.net>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Workers Compensation / Howard Ltd
Good morning,
Can you turn an indication today? Insured is binding coverage this week. Please ignore the earlier draft. This version has the headcount... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Submit the current experience modification worksheet and payroll by class code.",
"New-venture questionnaire ... |
From: Deanna Rodriguez <cwalker@example.org>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: URGENT indication / Businessowners / Williams Group LLC
Good morning,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Producer is on the road and dictated half of this from the... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.85,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Obtain a no-known-lo... |
From: Brandon Delgado <reginaholmes@example.com>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Commercial Auto / Greer-Duarte
Good morning,
Sorry this came over messy. Producer is out and the ACORD is still in email. Producer is on the road and dictated half of this from the tru... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.73,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Collect MVRs and a driver schedule for every scheduled operator.",
"Require a loss-control survey within 60 days of binding."... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: claim update // Nolan Partners LP // General Liability
Hello,
Broker spreadsheet would not open. This is the paste from the carrier portal. Controller uses a June fiscal year. Use the P&L figure below, not the rounded number from the t... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.79,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed claim has no remaini... |
From: George Rodriguez <sharon63@example.net>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Umbrella / Mcneil Contractors Inc
Hi team,
Sorry this came over messy. Producer is out and the ACORD is still in email. Producer is on the road and dictated half of this from the truck.
... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.43,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Underlying liability limits must be scheduled and confirmed before binding.",
"Require a loss-control s... |
From: claimsdesk@example.net
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Perez Enterprises LLC // Workers Compensation
Good morning,
Broker spreadsheet would not open. This is the paste from the carrier portal. Controller uses a June fiscal year. Use the P&L figure below, not the rounded number ... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.36,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each close... |
From: claimsdesk@example.org
To: underwriting-queue@northline-mga.example
Subject: Fw: valued losses // Daniel-Delacruz // Commercial Property
Underwriting,
Please process this file and send the renewal pricing impact. Portal PDF would not download. Pasting what I could read.
Insured: Daniel-Delacruz. Location: New ... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.43,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each close... |
From: Wanda Rodriguez <reginald17@example.com>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Workers Compensation / Pearson Offices Co
Underwriting,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Please ignore the earlier draft. This version ... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Submit the current experience modification worksheet and payroll by class code."
],
"extracted_metrics": {... |
From: Bryan Villarreal <kathleen37@example.org>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / Umbrella / Clayton Enterprises LLC
Hi team,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Portal PDF would not download. Pasting what I could read.
I... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Underlying liability limits must be scheduled and confirmed before binding."
],
"extracted_metrics": {
... |
From: Alec Lee <dgriffin@example.org>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / General Liability / Washington Services Inc
Good morning,
Sorry this came over messy. Producer is out and the ACORD is still in email. ACORD application is still in the other thread, sorry.
I... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.36,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Review contracts for additional-insured and waiver requirements before binding."
],
"extracted_metrics"... |
From: claimsdesk@example.net
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Kelley, Rojas and Bell // Businessowners
Hello,
Please process this file and send the renewal pricing impact. Producer is on the road and dictated half of this from the truck.
Insured: Kelley, Rojas and Bell. Location: Jam... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.43,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each close... |
From: Regina Pham <abbottpamela@example.com>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Workers Compensation / Bowers Full-service LLC
Hi team,
Sorry this came over messy. Producer is out and the ACORD is still in email. Producer is on the road and dictated half of this fr... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.43,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Submit the current experience modification worksheet and payroll by class code.",
"Require a loss-contr... |
From: Justin Russell <jacksonterry@example.net>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Businessowners / Rodriguez, Shepherd and Cook
Hi team,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Producer is on the road and dictated half of t... | {
"risk_tier": "Decline",
"recommended_pricing_adjustment_factor": 2.5,
"mandatory_underwriting_conditions": [
"Do not offer terms. Loss experience or hazard class exceeds program authority.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Document the largest loss... |
From: Lisa Casey <hmullins@example.com>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Workers Compensation / Miller PLC
Hello,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Insured's ops contact answers slowly, so the loss dates are from the ... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.66,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Submit the current experience modification worksheet and payroll by class code.",
"Document the largest loss, including cause... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Joyce Inc // Commercial Property
Good morning,
Broker spreadsheet would not open. This is the paste from the carrier portal. Please ignore the earlier draft. This version has the headcount corrected.
Insured: Joyce Inc. Lo... | {
"risk_tier": "Decline",
"recommended_pricing_adjustment_factor": 2.5,
"mandatory_underwriting_conditions": [
"Do not offer terms. Loss experience or hazard class exceeds program authority.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed cla... |
From: Cory Patterson <aaronkim@example.org>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / General Liability / Sandoval Hotels LLC
Hi team,
Sorry this came over messy. Producer is out and the ACORD is still in email. Producer is on the road and dictated half of this from the t... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Obtain a no-known-los... |
From: claimsdesk@example.net
To: underwriting-queue@northline-mga.example
Subject: claim update // Davis Services Inc // General Liability
Hi team,
Notes were typed between calls. Need reserve comments and a pricing indication. Portal PDF would not download. Pasting what I could read.
Insured: Davis Services Inc. Lo... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.72,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Diary every open claim within 30 days an... |
From: Christopher Mcneil <benitezluke@example.org>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Umbrella / Church Offices Co
Underwriting,
Sorry this came over messy. Producer is out and the ACORD is still in email. Please ignore the earlier draft. This version has the headc... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.03,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Underlying liability limits must be scheduled and confirmed before binding.",
"Document the largest loss, ... |
From: claimsdesk@example.net
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Young LLC // Commercial Property
Hello,
Broker spreadsheet would not open. This is the paste from the carrier portal. Controller uses a June fiscal year. Use the P&L figure below, not the rounded number from the teaser.
In... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed... |
From: Richard English <karen34@example.org>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Businessowners / Harding Partners LP
Hello,
Sorry this came over messy. Producer is out and the ACORD is still in email. Portal PDF would not download. Pasting what I could read.
Insure... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Obtain a no-known-los... |
From: claimsdesk@example.org
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Hawkins General Inc // Umbrella
Hello,
Please process this file and send the renewal pricing impact. Producer is on the road and dictated half of this from the truck.
Insured: Hawkins General Inc. Location: North Kellystad... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.43,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each close... |
From: claimsdesk@example.net
To: underwriting-queue@northline-mga.example
Subject: Fw: valued losses // Mooney General Inc // Umbrella
Hello,
Please process this file and send the renewal pricing impact. Controller uses a June fiscal year. Use the P&L figure below, not the rounded number from the teaser.
Insured: Mo... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.76,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed claim has no remaini... |
From: Robert Olsen <angelamcintosh@example.com>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Commercial Property / Griffin Properties LLC
Hello,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Portal PDF would not download. Pasting what I coul... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.76,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Provide roof age, construction, and protection details for each location.",
"Require a loss-control survey within 60 days of ... |
From: Jenna Meyer <greenjohn@example.org>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Umbrella / Jimenez Residential Co
Underwriting,
Can you turn an indication today? Insured is binding coverage this week. Controller uses a June fiscal year. Use the P&L figure below, not t... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.69,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Underlying liability limits must be scheduled and confirmed before binding.",
"Document the largest loss, including cause, re... |
From: Karen Dillon <simmonselizabeth@example.com>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Umbrella / Parker Logistics LLC
Hello,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. ACORD application is still in the other thread, sorry.
Insured... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Underlying liability limits must be scheduled and confirmed before binding.",
"Obtain a no-known-loss le... |
From: Michelle Huerta <amanda69@example.com>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / Workers Compensation / Sharp Services Inc
Underwriting,
Can you turn an indication today? Insured is binding coverage this week. Please ignore the earlier draft. This version has the head... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.15,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Submit the current experience modification worksheet and payroll by class code.",
"Require a loss-control ... |
From: Donna Rogers <adam28@example.net>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / General Liability / Alexander Partners LP
Good morning,
Sorry this came over messy. Producer is out and the ACORD is still in email. Portal PDF would not download. Pasting what I could read.
... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.05,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Obtain a no-known-loss ... |
From: Javier Mccoy <joseph47@example.com>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: URGENT indication / General Liability / Shannon Properties LLC
Hi team,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Insured's ops contact answers slowly, so the loss dates are... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.15,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Require a loss-control ... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: claim update // Navarro Electrical LLC // General Liability
Hi team,
Please process this file and send the renewal pricing impact. Producer is on the road and dictated half of this from the truck.
Insured: Navarro Electrical LLC. Loca... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.05,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed c... |
From: James Valdez <jason88@example.org>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Commercial Property / Chambers Offices LLC
Underwriting,
Sorry this came over messy. Producer is out and the ACORD is still in email. Portal PDF would not download. Pasting what I could read.... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.85,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Provide roof age, construction, and protection details for each location.",
"Obtain a no-known-loss let... |
From: Patricia Allen <palexander@example.org>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Commercial Property / Howard Enterprises LLC
Good morning,
Can you turn an indication today? Insured is binding coverage this week. Portal PDF would not download. Pasting what I could... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Provide roof age, construction, and protection details for each location.",
"Obtain a no-known-loss letter si... |
From: Charles Vazquez <lwolfe@example.com>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: URGENT indication / General Liability / Long Logistics LLC
Good morning,
Can you turn an indication today? Insured is binding coverage this week. Portal PDF would not download. Pasting what I could read.
Insur... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.03,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Document the largest lo... |
From: Yvonne Santos <zcoffey@example.com>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Commercial Auto / Francis Partners LP
Good morning,
Sorry this came over messy. Producer is out and the ACORD is still in email. ACORD application is still in the other thread, sorry.
Insur... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.76,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Collect MVRs and a driver schedule for every scheduled operator.",
"Require a loss-control survey within 60 days of binding."... |
From: Eric Martinez <terrycobb@example.org>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Workers Compensation / Marshall Contractors Inc
Hello,
Can you turn an indication today? Insured is binding coverage this week. Insured's ops contact answers slowly, so the loss dates are f... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Submit the current experience modification worksheet and payroll by class code."
],
"extracted_metrics": {... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: Fw: valued losses // Brewer, Brown and Jackson // General Liability
Hi team,
Please process this file and send the renewal pricing impact. Portal PDF would not download. Pasting what I could read.
Insured: Brewer, Brown and Jackson. L... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.66,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed claim has no remaini... |
From: David Pace <reynoldsedward@example.com>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / Workers Compensation / Bell Logistics LLC
Underwriting,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Controller uses a June fiscal year. Use the P&L fi... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.03,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Submit the current experience modification worksheet and payroll by class code.",
"Document the largest lo... |
From: David Fields <allen74@example.com>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: URGENT indication / General Liability / Turner PLC
Hi team,
Can you turn an indication today? Insured is binding coverage this week. Insured's ops contact answers slowly, so the loss dates are from the carrier ru... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Obtain a no-known-los... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Adams Contractors Inc // General Liability
Hello,
Broker spreadsheet would not open. This is the paste from the carrier portal. Insured's ops contact answers slowly, so the loss dates are from the carrier run.
Insured: Ada... | {
"risk_tier": "Decline",
"recommended_pricing_adjustment_factor": 2.5,
"mandatory_underwriting_conditions": [
"Do not offer terms. Loss experience or hazard class exceeds program authority.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed cla... |
From: Michael Carroll <kylieperkins@example.com>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Commercial Property / Snyder Services Inc
Hi team,
Sorry this came over messy. Producer is out and the ACORD is still in email. Please ignore the earlier draft. This version has th... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.66,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Provide roof age, construction, and protection details for each location.",
"Document the largest loss, including cause, rese... |
From: claimsdesk@example.org
To: underwriting-queue@northline-mga.example
Subject: claim update // Alvarez Ltd // General Liability
Good morning,
Broker spreadsheet would not open. This is the paste from the carrier portal. Controller uses a June fiscal year. Use the P&L figure below, not the rounded number from the ... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.69,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed claim has no remaini... |
From: Spencer Dominguez <adamsjoseph@example.com>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: URGENT indication / Umbrella / Tate Services Inc
Underwriting,
Sorry this came over messy. Producer is out and the ACORD is still in email. Controller uses a June fiscal year. Use the P&L figure below, n... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Underlying liability limits must be scheduled and confirmed before binding."
],
"extracted_metrics": {
... |
From: claimsdesk@example.org
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Smith-Curry // Commercial Property
Underwriting,
Please process this file and send the renewal pricing impact. Please ignore the earlier draft. This version has the headcount corrected.
Insured: Smith-Curry. Location: East... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.43,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each close... |
From: Laura Garrett <oscar92@example.net>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Umbrella / Hernandez-Simon
Hi team,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. ACORD application is still in the other thread, sorry.
Insured: Hernandez... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.03,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Underlying liability limits must be scheduled and confirmed before binding.",
"Document the largest loss, ... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: Fw: valued losses // Yoder Inc // Businessowners
Underwriting,
Broker spreadsheet would not open. This is the paste from the carrier portal. Insured's ops contact answers slowly, so the loss dates are from the carrier run.
Insured: Yo... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.69,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed claim has no remaini... |
From: Terry Flores <wellschristopher@example.com>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: URGENT indication / General Liability / Jacobson Holdings LLC
Good morning,
Can you turn an indication today? Insured is binding coverage this week. Producer is on the road and dictated half of this from... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Review contracts for additional-insured and waiver requirements before binding."
],
"extracted_metrics": {... |
From: Robert Maxwell <nicholsmelissa@example.org>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Commercial Property / Weber Custom LLC
Underwriting,
Sorry this came over messy. Producer is out and the ACORD is still in email. Please ignore the earlier draft. This version has... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.03,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Provide roof age, construction, and protection details for each location."
],
"extracted_metrics": {
"... |
From: claimsdesk@example.org
To: underwriting-queue@northline-mga.example
Subject: Fw: valued losses // Woods Group LLC // Workers Compensation
Hello,
Please process this file and send the renewal pricing impact. Producer is on the road and dictated half of this from the truck.
Insured: Woods Group LLC. Location: Ea... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.43,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each close... |
From: Nicholas Wood <melvincastaneda@example.org>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / General Liability / Jones, Carter and Maxwell
Good morning,
Can you turn an indication today? Insured is binding coverage this week. Producer is on the road and dictated half of this... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Document the largest lo... |
From: Angela Galloway <rodriguezbenjamin@example.com>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Workers Compensation / Erickson Temporary LLC
Hi team,
Sorry this came over messy. Producer is out and the ACORD is still in email. Producer is on the road and dictated half of... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.36,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Submit the current experience modification worksheet and payroll by class code."
],
"extracted_metrics"... |
From: Stephanie Richards <scunningham@example.com>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / Workers Compensation / Collins Logistics LLC
Good morning,
Sorry this came over messy. Producer is out and the ACORD is still in email. Please ignore the earlier draft. This versio... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.33,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Submit the current experience modification worksheet and payroll by class code.",
"Document the largest... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Myers Properties LLC // Commercial Property
Hi team,
Broker spreadsheet would not open. This is the paste from the carrier portal. ACORD application is still in the other thread, sorry.
Insured: Myers Properties LLC. Locat... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed... |
From: Jeffrey Roth <jennifer53@example.com>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: URGENT indication / General Liability / Juarez Full-service Co
Hello,
Can you turn an indication today? Insured is binding coverage this week. Controller uses a June fiscal year. Use the P&L figure below, not ... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.43,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Require a loss-contr... |
From: Karen Howard <vpierce@example.com>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Umbrella / Keller Offices Co
Good morning,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Controller uses a June fiscal year. Use the P&L figure below, not ... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Underlying liability limits must be scheduled and confirmed before binding.",
"Obtain a no-known-loss le... |
From: claimsdesk@example.org
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // White Group LLC // Commercial Property
Hi team,
Broker spreadsheet would not open. This is the paste from the carrier portal. Insured's ops contact answers slowly, so the loss dates are from the carrier run.
Insured: White... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.76,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed claim has no remaini... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Jennings Residential Co // Commercial Property
Underwriting,
Please process this file and send the renewal pricing impact. Portal PDF would not download. Pasting what I could read.
Insured: Jennings Residential Co. Locatio... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.66,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed claim has no remaini... |
From: claimsdesk@example.net
To: underwriting-queue@northline-mga.example
Subject: Fw: valued losses // Williams and Sons // Workers Compensation
Hello,
Broker spreadsheet would not open. This is the paste from the carrier portal. ACORD application is still in the other thread, sorry.
Insured: Williams and Sons. Loc... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.05,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed c... |
From: Chad Massey <tranmarcus@example.net>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / Commercial Property / Garrett Plumbing, Co
Underwriting,
Sorry this came over messy. Producer is out and the ACORD is still in email. ACORD application is still in the other thread, sorry.
... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Provide roof age, construction, and protection details for each location.",
"Obtain a no-known-loss lett... |
From: John Patterson <sschaefer@example.org>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: URGENT indication / Businessowners / Hoover-Leon
Good morning,
Sorry this came over messy. Producer is out and the ACORD is still in email. Portal PDF would not download. Pasting what I could read.
Insured: ... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.36,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Document the largest... |
From: Christopher Williams <allenkristina@example.org>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / Businessowners / Mcmillan Temporary Inc
Underwriting,
Can you turn an indication today? Insured is binding coverage this week. Please ignore the earlier draft. This version has... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Obtain a no-known-los... |
From: Mark Morgan DDS <johndalton@example.com>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Commercial Property / Weaver PLC
Hello,
Can you turn an indication today? Insured is binding coverage this week. Producer is on the road and dictated half of this from the truck.
Insur... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Provide roof age, construction, and protection details for each location."
],
"extracted_metrics": {
"... |
From: Kathleen Matthews <obrienneil@example.com>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Workers Compensation / Brown and Sons
Hello,
Can you turn an indication today? Insured is binding coverage this week. ACORD application is still in the other thread, sorry.
Insured: ... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.85,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Submit the current experience modification worksheet and payroll by class code.",
"Obtain a no-known-lo... |
From: claimsdesk@example.net
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Garcia Temporary Co // General Liability
Hello,
Please process this file and send the renewal pricing impact. Producer is on the road and dictated half of this from the truck.
Insured: Garcia Temporary Co. Location: East D... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.39,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each close... |
From: Christine Gentry <ngreene@example.com>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Umbrella / Green PLC
Hello,
Can you turn an indication today? Insured is binding coverage this week. Insured's ops contact answers slowly, so the loss dates are from the carrier run.
Ins... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.15,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Underlying liability limits must be scheduled and confirmed before binding.",
"Require a loss-control surv... |
From: claimsdesk@example.org
To: underwriting-queue@northline-mga.example
Subject: LOSS RUN // Lopez Group // Workers Compensation
Hi team,
Broker spreadsheet would not open. This is the paste from the carrier portal. ACORD application is still in the other thread, sorry.
Insured: Lopez Group. Location: Port Brian, ... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.46,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each close... |
From: claimsdesk@example.org
To: underwriting-queue@northline-mga.example
Subject: Fw: valued losses // Bishop Lessors Inc // Businessowners
Hi team,
Broker spreadsheet would not open. This is the paste from the carrier portal. Portal PDF would not download. Pasting what I could read.
Insured: Bishop Lessors Inc. Lo... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed c... |
From: Vincent Wall <ndavis@example.org>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: URGENT indication / General Liability / Estes Holdings LLC
Underwriting,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Controller uses a June fiscal year. Use the P&L figure below... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Review contracts for additional-insured and waiver requirements before binding."
],
"extracted_metrics": {... |
From: claimsdesk@example.net
To: underwriting-queue@northline-mga.example
Subject: Fw: valued losses // Mccoy Group LLC // General Liability
Underwriting,
Broker spreadsheet would not open. This is the paste from the carrier portal. Producer is on the road and dictated half of this from the truck.
Insured: Mccoy Gro... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed... |
From: Philip Nguyen <larrygibson@example.com>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / General Liability / Lee PLC
Hello,
Sorry this came over messy. Producer is out and the ACORD is still in email. Insured's ops contact answers slowly, so the loss dates are from the car... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Document the largest lo... |
From: Robin Harvey <ellisnancy@example.com>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: URGENT indication / General Liability / Wood Properties LLC
Hi team,
Can you turn an indication today? Insured is binding coverage this week. Insured's ops contact answers slowly, so the loss dates are from th... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Review contracts for additional-insured and waiver requirements before binding."
],
"extracted_metrics": {... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: claim update // Mendez-Jackson // Commercial Property
Underwriting,
Notes were typed between calls. Need reserve comments and a pricing indication. ACORD application is still in the other thread, sorry.
Insured: Mendez-Jackson. Locati... | {
"risk_tier": "Decline",
"recommended_pricing_adjustment_factor": 2.5,
"mandatory_underwriting_conditions": [
"Do not offer terms. Loss experience or hazard class exceeds program authority.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed cla... |
From: Brian Nelson <georgelane@example.com>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / Workers Compensation / Young PLC
Good morning,
Can you turn an indication today? Insured is binding coverage this week. Controller uses a June fiscal year. Use the P&L figure below, not t... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.05,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Submit the current experience modification worksheet and payroll by class code.",
"Obtain a no-known-loss ... |
From: Chris Morales <valerie25@example.org>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Commercial Property / Hernandez PLC
Hello,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Insured's ops contact answers slowly, so the loss dates are fro... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Provide roof age, construction, and protection details for each location.",
"Obtain a no-known-loss lett... |
From: Michael Mccormick <bakernicholas@example.net>
Sent: Tue 4:02 PM
To: submissions@northline-mga.example
Subject: URGENT indication / General Liability / Cruz-Smith
Hi team,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Producer is on the road and dictated half of this from the tr... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.69,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Document the largest loss, including cause... |
From: Tom Snyder <theresa25@example.net>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Workers Compensation / Roberts Industrial LLC
Underwriting,
Sorry this came over messy. Producer is out and the ACORD is still in email. Producer is on the road and dictated half of this fr... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.03,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Submit the current experience modification worksheet and payroll by class code."
],
"extracted_metrics": {... |
From: Kim Powell <staceybell@example.net>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Businessowners / Luna General Co
Hello,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Insured's ops contact answers slowly, so the loss dates are from the c... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Review contracts for additional-insured and waiver requirements before binding."
],
"extracted_metrics": {... |
From: claimsdesk@example.org
To: underwriting-queue@northline-mga.example
Subject: claim update // Moore Group LLC // Umbrella
Hi team,
Notes were typed between calls. Need reserve comments and a pricing indication. Producer is on the road and dictated half of this from the truck.
Insured: Moore Group LLC. Location:... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed c... |
From: Kimberly Sanford <bjordan@example.net>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / Umbrella / Reyes Enterprises LLC
Good morning,
Sorry this came over messy. Producer is out and the ACORD is still in email. Portal PDF would not download. Pasting what I could read.
Insu... | {
"risk_tier": "Substandard",
"recommended_pricing_adjustment_factor": 1.39,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Underlying liability limits must be scheduled and confirmed before binding."
],
"extracted_metrics": {
... |
From: claimsdesk@example.net
To: underwriting-queue@northline-mga.example
Subject: Fw: valued losses // Diaz Holdings LLC // Workers Compensation
Hi team,
Notes were typed between calls. Need reserve comments and a pricing indication. Portal PDF would not download. Pasting what I could read.
Insured: Diaz Holdings L... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.03,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed c... |
From: Brittany Allison <rsanders@example.org>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Workers Compensation / Wagner Group LLC
Underwriting,
Need terms. Incumbent non-renewed the optional coverages and they are shopping. Portal PDF would not download. Pasting what I could ... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Submit the current experience modification worksheet and payroll by class code.",
"Document the largest lo... |
From: Travis Gay <allenevelyn@example.org>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: RE: RE: new business / Commercial Property / Park General Co
Underwriting,
Can you turn an indication today? Insured is binding coverage this week. Please ignore the earlier draft. This version has the headcou... | {
"risk_tier": "Refer",
"recommended_pricing_adjustment_factor": 1.66,
"mandatory_underwriting_conditions": [
"Refer to a senior underwriter before releasing any indication.",
"Provide roof age, construction, and protection details for each location.",
"Document the largest loss, including cause, rese... |
From: Olivia Shaw <wayne39@example.net>
Sent: Thu 11:41 AM
To: submissions@northline-mga.example
Subject: Fw: BOR submission / Umbrella / Vincent Contractors Inc
Hi team,
Can you turn an indication today? Insured is binding coverage this week. ACORD application is still in the other thread, sorry.
Insured: Vincent C... | {
"risk_tier": "Standard",
"recommended_pricing_adjustment_factor": 1.08,
"mandatory_underwriting_conditions": [
"Quote only with a signed application and currently valued five-year loss runs.",
"Underlying liability limits must be scheduled and confirmed before binding."
],
"extracted_metrics": {
... |
From: Michael Dorsey <iruiz@example.com>
Sent: Mon 7:14 AM
To: submissions@northline-mga.example
Subject: URGENT indication / Businessowners / Lewis LLC
Hello,
Sorry this came over messy. Producer is out and the ACORD is still in email. Controller uses a June fiscal year. Use the P&L figure below, not the rounded num... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Review contracts for additional-insured and waiver requirements before binding.",
"Obtain a no-known-los... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: claim update // Jones Services Inc // Commercial Property
Underwriting,
Notes were typed between calls. Need reserve comments and a pricing indication. Producer is on the road and dictated half of this from the truck.
Insured: Jones S... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.9,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each closed... |
From: claimsdesk@example.com
To: underwriting-queue@northline-mga.example
Subject: claim update // Cherry Custom Co // Businessowners
Hello,
Please process this file and send the renewal pricing impact. Producer is on the road and dictated half of this from the truck.
Insured: Cherry Custom Co. Location: Coxton, KY.... | {
"risk_tier": "Preferred",
"recommended_pricing_adjustment_factor": 0.85,
"mandatory_underwriting_conditions": [
"Eligible for preferred pricing subject to a currently valued five-year loss run.",
"Update reserves to the incurred amount on the loss run before the next valuation.",
"Confirm each close... |
🏢 Commercial Insurance Corpus (10,000 Records) — Free Sample Preview
Welcome! This repository contains a 100-record sample preview (sample_100.jsonl) of our full 10,000-record Commercial Insurance Intake & Underwriting Corpus.
Designed specifically for AI teams, InsurTech developers, and data engineers, this dataset provides realistic, high-value structured data for training, testing, and fine-tuning LLMs on commercial insurance workflows.
🛒 Purchase Full Access (10,000 Records)
Get instant access to the complete 10,000-record dataset:
- Single Developer License ($399): Full access for individual developers or single-seat commercial use.
- Team / Commercial License ($999): Multi-seat license for teams building commercial models and AI agents.
👉 CLICK HERE TO PURCHASE FULL ACCESS ($399)
⚠️ Important Step: Enter your Hugging Face Username in the required field at checkout. Once payment is confirmed, access will be granted to the gated repository:
Headbussa/commercial-insurance-corpus-10k
📊 Dataset Overview & Features
- Total Records: 10,000 (Full Dataset) | 100 (Public Preview)
- File Format: JSON Lines (
.jsonl) - Use Cases: LLM Fine-tuning, RAG Evaluation, Insurance Intake Automation, Underwriting Risk Scoring Models.
Key Fields Included
Each line is one JSON object with two top-level fields:
input: A broker submission email or loss-run paste. It includes the business name, NAICS code and industry, annual revenue, headcount, incumbent carrier, line of business, and prior loss history.output: A structured underwriting evaluation with:- Risk tier: Preferred, Standard, Substandard, Refer, or Decline
- Recommended pricing adjustment factor
- Mandatory underwriting conditions
- Extracted metrics: business name, NAICS, annual revenue, employee count, incumbent carrier, state, years in business, and claim-level loss history (date, cause, incurred amount, open/closed status)
- Lines of business: General Liability, Commercial Property, Businessowners, Workers Compensation, Umbrella, and Commercial Auto
- Record types: Underwriting submissions and claims-processing notes
The accounts, people, and loss histories are synthetic. Carrier names are incumbent labels only. The corpus is for model training and pipeline tests, not for quoting or binding a real account.
📥 Testing the Sample Data
You can download sample_100.jsonl directly from the Files and versions tab above to test your schema, pipelines, and models before purchasing the full corpus.
Quick Load Example (Python / Pandas)
import pandas as pd
# Load sample dataset
df = pd.read_json("sample_100.jsonl", lines=True)
print(f"Loaded {len(df)} sample records.")
print(df.head())
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