[ { "niche": "insurance-embed", "formKey": "kickoff", "title": "Insurance Quote Request (Embed)", "type": "in", "formId": "z7zctameSYab9h6w", "resolved": { "Lines of Interest (insurance)": "dd983aa3-65a9-4ba8-990e-1f2af073f892", "Policy Intent": "bd71bd18-83cd-4c0b-9495-c17f4b312ff3", "Target Effective Date": "83dfed81-a2bd-4d90-9859-38f8c5a1cc67", "Current Carrier(s) (names only)": "0d812b2f-6046-4717-bae9-04594104eddf", "Servicing Preference": "cecaa2c3-e5a6-45f6-a61e-52796df9c609", "Cross-Sell Interests (insurance)": "b01e16b7-3a90-45fe-ab86-bee22189b923", "Insurance Notes (client-specific)": "37433828-9a49-457e-a2cd-704ae70abef2" }, "arranged": { "report": [ "textfield \"First name\" order 2", "textfield \"Last name\" order 3", "emailfield \"Email address\" order 4", "dropdown \"Lines of Interest (insurance)\" order 6", "dropdown \"Policy Intent\" order 7", "datefield \"Target Effective Date\" order 8", "textarea \"Current Carrier(s) (names only)\" order 10", "dropdown \"Servicing Preference\" order 11", "dropdown \"Cross-Sell Interests (insurance)\" order 12", "textarea \"Insurance Notes (client-specific)\" order 14", "relabeled companyfield" ], "count": 16 } }, { "niche": "insurance-embed", "formKey": "coverage", "title": "Coverage Targets & Current Policy (Embed)", "type": "up", "formId": "xAAvuBoM648v3VcU", "resolved": { "Primary Liability Limit Target": "35fb787b-743d-49bc-9375-322b4ffc305e", "Umbrella/Excess Limit Target": "b65aadba-8fa7-45d7-96e8-f8aa94b9aa7f", "Primary Deductible Preference": "0ffd71c6-9c15-4b16-a874-77f862391424", "Coverage Enhancements Sought": "5241a3fc-d820-4961-9d44-723bdf077fd5", "Current Policy Number(s) (optional)": "3f614ad3-99d9-4d27-aae3-d8ffe912ff47", "Current Premium (annual est.)": "e637a4ad-cd00-4447-a78c-3d9ac05d9c34", "Prior Coverage Lapse (36 mo.)": "ff0f7bee-30cb-47d8-b9fe-9c49cef6d547", "Remarketing Permission (renewal)": "a5b841de-9822-4faa-8817-ed17d46f55ac", "Billing Plan Preference": "be70d84f-a98e-4e1d-9759-21d810d7fb95", "Payment Method Preference (insurance)": "207ce324-1fc5-4ac9-8ea1-9f6c0e0baa6b", "Certificates of Insurance Needed": "4bed226d-ab75-40fa-a23e-6b3854ef1a0e", "COI Holder List (names/emails)": "742016e1-062f-4201-b08b-a2169897ccbb", "Additional Insureds Required": "b841c936-8de1-42e4-9caa-33ada6c21e4c", "Additional Insured Names": "51f2487c-d9d5-488b-a449-4efb2392e1c2", "Waiver of Subrogation Needed": "0d1fe646-4f39-4c64-8a6d-58dfbc58d3be" }, "arranged": { "report": [ "dropdown \"Primary Liability Limit Target\" order 2", "dropdown \"Umbrella/Excess Limit Target\" order 3", "dropdown \"Primary Deductible Preference\" order 4", "dropdown \"Coverage Enhancements Sought\" order 5", "textfield \"Current Policy Number(s) (optional)\" order 7", "number \"Current Premium (annual est.)\" order 8", "dropdown \"Prior Coverage Lapse (36 mo.)\" order 9", "radio \"Remarketing Permission (renewal)\" order 10", "dropdown \"Billing Plan Preference\" order 12", "dropdown \"Payment Method Preference (insurance)\" order 13", "radio \"Certificates of Insurance Needed\" order 15", "textarea \"COI Holder List (names/emails)\" order 16", "radio \"Additional Insureds Required\" order 17", "textarea \"Additional Insured Names\" order 18", "dropdown \"Waiver of Subrogation Needed\" order 19" ], "count": 20 } }, { "niche": "insurance-embed", "formKey": "claims", "title": "Risk, Claims & Loss History (Embed)", "type": "up", "formId": "zLC8PT31ikLcwq8T", "resolved": { "Claims in Last 5 Years (count)": "ab7954bd-2591-4442-b111-68cf71970a7a", "Claims Summary (last 5 years)": "aa6dac2e-61f6-4af5-ae02-29de645dcabc", "Loss Runs Status": "aadbb98e-005a-4485-b18a-14033f62da92", "Underwriting Questions Outstanding": "001ee5bb-f2cb-40b0-b794-4971ccc05106", "Pre-Bind Inspection Required": "daa968b5-477f-4e78-8506-71fe5d7966e3", "Inspection Scheduled Date": "67b2b15c-69fc-4d68-b272-6f243085cf96", "Inspection Outcome (summary)": "ce6c0bc3-6675-4e30-8dad-13ee278dfc27", "Quote Status (insurance)": "0809499a-4a1c-4bf8-b38a-b9f550f78ab8", "Carrier Appetite Notes": "9f620bdc-f184-45ac-813a-2390322e288b" }, "arranged": { "report": [ "number \"Claims in Last 5 Years (count)\" order 2", "textarea \"Claims Summary (last 5 years)\" order 3", "dropdown \"Loss Runs Status\" order 4", "textarea \"Underwriting Questions Outstanding\" order 6", "dropdown \"Pre-Bind Inspection Required\" order 8", "datefield \"Inspection Scheduled Date\" order 9", "textarea \"Inspection Outcome (summary)\" order 10", "dropdown \"Quote Status (insurance)\" order 12", "textarea \"Carrier Appetite Notes\" order 13" ], "count": 14 } }, { "niche": "insurance-embed", "formKey": "property", "title": "Property, Auto & Home Risk Profile (Embed)", "type": "up", "formId": "2tgrMfngVZxPHzVpt", "resolved": { "Property Locations to Insure": "0130b786-9441-472d-84dd-67b0152a9f59", "Home Construction Type": "da6f1ead-b717-43ec-8a59-3d9b951887c3", "Roof Year (est.)": "59678b4d-ecc7-499d-8003-3f87b56e31ca", "Roof Material": "105b18d9-97b5-45ca-9f80-467b0e3c3c46", "Home Square Footage (est.)": "519ab522-2ced-4295-9a78-0d47aa9a4ccf", "Protection Features (home)": "613bb235-b84d-4ed0-8f1a-9863d21de3d7", "Catastrophe Exposure Flags": "342283c6-3b4e-436c-92ec-458a32a56c07", "Driver Roster (names/license state)": "52135bb7-bfc2-4438-af61-e9269edc4155", "Vehicle Roster Summary": "057c1f1b-cf83-4ae3-ab0d-e3ab23cca856", "Mortgagee / Lienholder Names": "21c2c543-a4f2-44c2-9fca-c9fe6ff07e94", "Landlord/Property Manager (name/contact)": "66ce1627-628b-486a-abd8-e94628e0006f" }, "arranged": { "report": [ "textarea \"Property Locations to Insure\" order 2", "dropdown \"Home Construction Type\" order 4", "textfield \"Roof Year (est.)\" order 5", "dropdown \"Roof Material\" order 6", "number \"Home Square Footage (est.)\" order 7", "dropdown \"Protection Features (home)\" order 8", "dropdown \"Catastrophe Exposure Flags\" order 9", "textarea \"Driver Roster (names/license state)\" order 11", "textarea \"Vehicle Roster Summary\" order 12", "textarea \"Mortgagee / Lienholder Names\" order 14", "textarea \"Landlord/Property Manager (name/contact)\" order 15" ], "count": 16 } }, { "niche": "insurance-embed", "formKey": "commercial", "title": "Commercial, Cyber & Life Risk Profile (Embed)", "type": "up", "formId": "2th9K8Jxto4jJnL2u", "resolved": { "Business Operations Summary": "7c592652-cbc2-45e4-a603-ee9345add385", "Years in Business": "2420c1f7-b25c-4a71-9ba1-409d3d053865", "Employee Count (approx.)": "19d1a480-5b41-49fa-9014-3b0a7c2beca2", "Annual Revenue Band (est.)": "b2ec659e-5393-4796-ac34-cb0ace69372c", "Primary Location(s) for Business": "54188ccb-b58c-4403-93ca-bcc8dffcecae", "Property Details (commercial)": "a4285650-7e33-451c-8ddd-c7be5cdaa2b9", "Equipment / Tools Value Band": "0a8aab7b-8239-46b6-81e8-c2de1391bc0d", "Business Interruption Exposure": "80da7441-ba4a-4fb3-aa19-77451d213dbc", "Contracts Requiring AI/COI": "e2237283-1ebf-4358-88cc-51e907ddb0b0", "Subcontractor Usage": "541be37a-58b6-4a26-a673-7d6fe8058c7d", "Subcontractor Insurance Requirements": "6738f01d-2a23-4346-9646-dc7dcb854af9", "Data/Security Controls Snapshot": "bae401bf-1b5b-4eb0-8ddd-57a4f04160b7", "PII/Payment Data Handled": "e62feae4-304f-47b2-8c77-9e7464bce6bd", "Professional Services Provided": "63809c85-fe99-4585-9b54-2a32c2df4338", "Health Plan Preference (high-level)": "3016dd1b-8c66-4677-8007-5b8a09007509", "Life Insurance Purpose": "eb9d7927-13ca-4461-943a-c003b5185ea5", "Estimated Coverage Amount (life)": "c75d23cc-68e5-40c9-b019-005b810bce12", "Beneficiary Info (names only)": "7a873e8c-b884-45be-90f1-8d3584d4cc04" }, "arranged": { "report": [ "textarea \"Business Operations Summary\" order 2", "number \"Years in Business\" order 3", "number \"Employee Count (approx.)\" order 4", "dropdown \"Annual Revenue Band (est.)\" order 5", "textarea \"Primary Location(s) for Business\" order 6", "textarea \"Property Details (commercial)\" order 7", "dropdown \"Equipment / Tools Value Band\" order 9", "dropdown \"Business Interruption Exposure\" order 10", "radio \"Contracts Requiring AI/COI\" order 11", "dropdown \"Subcontractor Usage\" order 12", "dropdown \"Subcontractor Insurance Requirements\" order 13", "dropdown \"Data/Security Controls Snapshot\" order 15", "dropdown \"PII/Payment Data Handled\" order 16", "textarea \"Professional Services Provided\" order 18", "dropdown \"Health Plan Preference (high-level)\" order 19", "dropdown \"Life Insurance Purpose\" order 20", "dropdown \"Estimated Coverage Amount (life)\" order 21", "textarea \"Beneficiary Info (names only)\" order 22" ], "count": 23 } }, { "niche": "insurance-embed", "formKey": "policy", "title": "Policy Setup, Servicing & Renewal (Embed)", "type": "up", "formId": "ww2yshm7x9EqeRZk", "resolved": { "Broker of Record (BOR) Letter Status": "6ff3ef17-0bd6-4639-86cb-ecec4b15f176", "Claims Support Preference": "db69611c-cdb1-4dd1-9263-ceea23828f45", "Preferred Claims Contact (reference)": "fd102d10-de4b-4fb7-affc-88076b91ec3a", "After-Hours/Emergency Contact Preference": "7191a4d2-e87c-4edd-8882-5a2bd88a344e", "Renewal Review Month": "b4d68545-e6cd-4d65-93b1-6291d0bf3318" }, "arranged": { "report": [ "dropdown \"Broker of Record (BOR) Letter Status\" order 2", "dropdown \"Claims Support Preference\" order 4", "textfield \"Preferred Claims Contact (reference)\" order 5", "dropdown \"After-Hours/Emergency Contact Preference\" order 6", "dropdown \"Renewal Review Month\" order 8" ], "count": 9 } } ]