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How to export insurance data and Carrier Data File Request — Self‑Serve Import Guide (Maximizer)

Elena Zakharova
  • Updated

    This document explains how to request insurance data files from any Insurance Carrier or MGA/aggregator so you can upload them into Maximizer for manual import into the new Insurance data model (Insurance UDOs).

    Important: Each carrier/MGA has its own process and may require agreements, security review, and lead time. For fastest results, request a one‑time export (CSV/XLSX) first. If available, you can also request a recurring CLIEDIS/CITS feed delivered to your vendor (Maximizer).

    1) What to request (copy/paste email template)

    Subject: Request for book of business export / CLIEDIS feed (for Maximizer import)

    Hi <Carrier/MGA Team>,

    I’m requesting my book of business data for import into Maximizer. Please provide either:

    1. A one‑time export in CSV (preferred) or Excel (.xlsx), or 
    2. A recurring data feed (CLIEDIS/CITS) delivered to our vendor (Maximizer).

    Please include the fields below where available—especially the date fields (EffectiveDate, RenewalDate, TerminationDate, PaidToDate) and premiums.

    Advisor/Agent Code(s): <your code(s)>

    MGA (if applicable):  
    Preferred delivery: secure email or secure download link

    Thank you,

    <name, firm, phone>

    Fields to include (aligned to Maximizer)

    Policies (required)

    • PolicyNumber (required)
    • CarrierCode (or carrier/insurer name)
    • LineOfBusiness, ProductType, PlanName, ProductCode
    • AnnualPremium (preferred; otherwise ModalPremium + frequency)
    • Status
    • EffectiveDate
    • RenewalDate (if applicable)
    • TerminationDate (if applicable)
    • PaidToDate (if available)
    • PolicyId, SourceSystem (if available)

    Coverage / Riders (if tracked separately)

    • PolicyId (to link to policy), CoverageNumber
    • CoverageType, CoveragePlanName, CoverageStatus
    • EffectiveDate, ExpirationDate
    • ModalPremium, AnnualPremium, Amount
    • CoverageId, CoverageProductCode (if available)

    Client / Household / Roles (required)

    • PolicyId (to link to policy), Role (Owner/Insured/Payor/etc.)
    • FirstName, LastName, FamilyName
    • DateOfBirth (preferred), Gender
    • Email (preferred), Phone

    Beneficiaries (optional)

    • Name, Role (Primary/Contingent)

    2) File format requirements (to avoid delays)

    Ask for:

    • CSV (preferred) or Excel (.xlsx)
    • Column headers included
    • One row per policy (preferred). If coverages are separate, one row per coverage.
    • Dates in YYYY‑MM‑DD format if possible
    • Premiums as numbers (no currency symbols). If modal, include frequency (Monthly/Annual).
    • No merged cells / no pivot tables / no protected sheets
    • If Excel has multiple sheets, put the data on a sheet named Policies (and Coverages if applicable)

    3) Before you upload (quick checklist)

    • PolicyNumber is present for every policy
    • Carrier + ProductType/LineOfBusiness included
    • Status + premium included
    • At least one client identifier is present (Email preferred; otherwise DOB + name)
    • Export is filtered to your advisor/agent code(s) and (if relevant) your MGA

    4) Upload into Maximizer (self‑serve)

    1. Save the file as CSV or XLSX
    2. In Maximizer, go to the Insurance connectors/import area
    3. Choose the correct upload card:
      1. MGAs — if the file is from an MGA/aggregator (or the MGA isn’t listed)
      2. Other Insurance Carriers — if the carrier isn’t listed
    4. Upload the file
    5. You’ll receive confirmation that the upload was received

    Tip: If you have multiple carriers, upload one file per carrier/MGA whenever possible.

    5) Common issues (and what to request instead)

    • Missing PolicyNumber: ask for a policy/contract ID column
    • Missing key dates: request EffectiveDate + RenewalDate/TerminationDate/PaidToDate
    • Premiums embedded in text: request numeric premium + frequency
    • Multiple policies in one cell: request one row per policy
    • No carrier name/code: request carrier included on every row

    6) Data privacy & security

    Your insurance data is safe to store in Maximizer. Maximizer protects customer and policy information using industry‑standard security controls, and our security program includes SOC 2 compliance. Data is protected with measures such as access controls, encryption in transit and at rest, and audit/logging to help ensure only authorized users can access it.

    7) Carrier contacts (CLIEDIS list)

    Use the template above and contact the appropriate carrier:

    8) MGAs (PPI, Financial Horizons, or other)

    If your book of business is managed through an MGA portal:

    • First, look for exports under Reports / Book of Business / In‑Force / Policies / Export
    • If you can’t find a suitable export, email MGA support and request a “book of business / in-force policy listing” in CSV/XLSX using the fields above.

    9) Need help?

    Email support@maximizer.com.

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