Vehicle Schedule
Columns:
- Year
- Make
- Model
- VIN
- GVW
- Use
- Garaging ZIP
Onboarding Checklist
Use this page to test scraping. Fields are labeled, normalized, and grouped. No uploads are required — copy or parse as needed.
Business Profile (Key Fields)
| Field | Type | Example Value |
|---|---|---|
| Legal Business Name | text | Acme Manufacturing, LLC |
| FEIN | text | 12-3456789 |
| Entity Type | select | LLC | Corp | Sole Prop | Partnership |
| NAICS / Class Code | text | 311111 / 8810, 5403, 5645 |
| Years in Business | number | 8 |
| Primary Contact | text | Taylor Example |
| taylor@example.com | ||
| Phone | tel | +1 (555) 555‑5555 |
| Mailing Address | text | 123 Rabbit Run, Denver, CO 80202 |
| Website | url | https://www.example.com |
Required Documents
- Loss runs for 3–5 years (all lines)
- Prior declarations pages and limits
- Payroll by class code (for WC)
- Sales/revenue by location or line
- Contract samples (for E&O or where required)
- IT controls questionnaire (for Cyber)
Schedules
Driver List
Columns:
- Name
- DOB
- License #
- State
- Hire Date
- MVR OK?
Locations
Columns:
- Address
- City
- State
- ZIP
- Sq Ft
- Construction
- Protection Class
Equipment
Columns:
- Item
- Description
- Serial #
- Value
- Location
Next Steps
- Gather the above data and documents.
- Email them to hello@demoagency.example (demo) or paste into your intake app.
- We’ll summarize options and requirements before bind (demo).