Policy data spreadsheet import/export

In PolicyCenter, policy data spreadsheet import/export enables you to export policy data to and from a spreadsheet. You can review and revise the exported data in a spreadsheet editor. You can import data from a spreadsheet into PolicyCenter.

You can use policy data spreadsheet import/export to review or enter large amounts of data for commercial policies. You can review existing policy data in a spreadsheet, add or update the data, then import that data into PolicyCenter.

Policy data spreadsheet import/export uses the Office Open XML Workbook (.xlsx) spreadsheet format.

With policy data spreadsheet import/export you can:

Export a template to a spreadsheet. The template provides just the column headings and typelists for fields needed in new submission policy transactions.
Export policy data to a spreadsheet. The spreadsheet provides a snapshot of a current policy transaction. You can use this snapshot for review purposes or to make modifications for most policy transactions, including submission, change, renewal, and rewrite.
Import updated or newly added policy data from a spreadsheet into PolicyCenter. Prior to committing the import, you can preview the changes that the import operation will make to the policy, and then accept or reject the entire import operation.
Configure export formats that specify the fields to export within each supported coverable.
Extend this functionality to handle spreadsheet import/export for additional coverables and other lines of business.

In the base configuration, policy data import/export is implemented for buildings and locations in the commercial property line of business.