Broker Slip - Document Skill

Extract data from insurance broker slips: risk details, parties, premiums, terms, and conditions used to summarize commercial insurance placements.

The Broker Slip skill extracts data from broker slips — the documents brokers use to outline risk details for an insurance placement, including parties, terms, conditions, and premium information.

The Broker Slip skill is a preview skill. It has been trained on a limited set of documents and is designed to help you quickly get started with processing broker slips. For production use, you may need to uptrain the skill with your own document samples. 

Countries and Languages

Countries	Languages
Australia	English

Extracted Fields

Field	Description
Broker Name	The legal name of the broker

Broker Contact

Field	Description
First Name	The first name of the broker’s contact person.
Last Name	The last name of the broker’s contact person.
Phone Number	The phone number of the broker’s contact person.
Fax Number	The fax number of the broker’s contact person.
Email Address	The e-mail address of the broker’s contact person.
Mobile Number	The mobile phone number of the broker’s contact person.

Policy Dates

Field	Description
Required by Date	The date by which the insurance policy must be purchased or renewed in order for the coverage to be effective.
Inception Date	The starting date of the insurance policy.
Expiry Date	The end date of the insurance policy.

Insured Information

Field	Description
Insured Name	The full legal names of each natural person and incorporated body to be insured.
ABN	The Australian Business Number.

Locations (repeating group)

Field	Description
Street	The address of the insured building.
Suburb	The address of the insured building.
State	The address of the insured building.
Post Code	The address of the insured building.
Number of Storeys	The total number of levels or floors in the building.
Year Built	The year the building was constructed.
EPS	The estimated percentage of Expanded Polystyrene (EPS) used in the building construction.
Business Description	The business or activity conducted in the building.

Floor Construction

Construction Types

Field	Description
Concrete	Types of floor constructions.
Iron or Steel	Types of floor constructions.
Brick	Types of floor constructions.
EPS	Types of floor constructions.
Wood	Types of floor constructions.
Mixed	Types of floor constructions.
Other	Types of floor constructions.

Details

Field	Description
Construction	The percentage of the building’s floor that is made up of a certain type of construction material.
Percentage	The percentage of the building’s floor that is made up of a certain type of construction material.

Wall Construction

Construction Types

Field	Description
Concrete	Types of wall constructions.
Iron or Steel	Types of wall constructions.
Brick	Types of wall constructions.
EPS	Types of wall constructions.
Wood	Types of wall constructions.
Mixed	Types of wall constructions.
Other	Types of wall constructions.

Details

Field	Description
Construction	The percentage of the building’s wall that is made up of a certain type of construction material.
Percentage	The percentage of the building’s wall that is made up of a certain type of construction material.

Roof Construction

Construction Types

Field	Description
Concrete	Types of roof constructions.
Masonry	Types of roof constructions.
Tiles	Types of roof constructions.
Iron or Steel	Types of roof constructions.
EPS	Types of roof constructions.
Wood	Types of roof constructions.
Mixed	Types of roof constructions.
Other	Types of roof constructions.

Details

Field	Description
Construction	The percentage of the building’s roof that is made up of a certain type of construction material.
Percentage	The percentage of the building’s roof that is made up of a certain type of construction material.

Fire Protection

Protection Systems

Field	Description
None	Types of fire protection systems. Multiple fields can be checked simultaneously.
Fire Extinguishers	Types of fire protection systems. Multiple fields can be checked simultaneously.
Hose Reels	Types of fire protection systems. Multiple fields can be checked simultaneously.
Sprinklers	Types of fire protection systems. Multiple fields can be checked simultaneously.
Smoke Detectors Monitored	Types of fire protection systems. Multiple fields can be checked simultaneously.
Smoke Detectors Non Monitored	Types of fire protection systems. Multiple fields can be checked simultaneously.
Heat Detectors	Types of fire protection systems. Multiple fields can be checked simultaneously.
Fire Alarm	Types of fire protection systems. Multiple fields can be checked simultaneously.
Monitor Base Alarm	Types of fire protection systems. Multiple fields can be checked simultaneously.

Sprinkler Properties

Field	Description
100% Coverage
Yes	Indicates the sprinkler properties.
No	Indicates the sprinkler properties.
Not Known	Indicates the sprinkler properties.
Water Supply
Single	Indicates the sprinkler properties.
Dual	Indicates the sprinkler properties.
Not Known	Indicates the sprinkler properties.
Conforms to Australian Standards
Yes	Indicates the sprinkler properties.
No	Indicates the sprinkler properties.
Not Known	Indicates the sprinkler properties.

Security

Field	Description
None	Security system type. Multiple fields can be checked simultaneously.
Local Alarm	Security system type. Multiple fields can be checked simultaneously.
Monitored Base Alarm	Security system type. Multiple fields can be checked simultaneously.
Bars on Windows	Security system type. Multiple fields can be checked simultaneously.
Locks on All External Window Without Bars	Security system type. Multiple fields can be checked simultaneously.
Deadlocks on Doors	Security system type. Multiple fields can be checked simultaneously.
Protection of Display Windows	Security system type. Multiple fields can be checked simultaneously.
External Lighting	Security system type. Multiple fields can be checked simultaneously.
Bollards in Front of Glazing	Security system type. Multiple fields can be checked simultaneously.
CCTV System Installed	Security system type. Multiple fields can be checked simultaneously.
Security Fencing	Security system type. Multiple fields can be checked simultaneously.
Watchman Patrols	Security system type. Multiple fields can be checked simultaneously.
Electronic Key Pad	Security system type. Multiple fields can be checked simultaneously.
Digital Dialler	Security system type. Multiple fields can be checked simultaneously.
Digital Dialler or GSM	Security system type. Multiple fields can be checked simultaneously.
GPRS	Security system type. Multiple fields can be checked simultaneously.
Direct Line	Security system type. Multiple fields can be checked simultaneously.
Not Known	Security system type. Multiple fields can be checked simultaneously.

Total Declared Values

Field	Description
Material Loss or Damage	The coverage amount provided for any physical damage or loss to the structures of the insured buildings.
Income	The total amount of insured income.
Gross Profit	Types of income.
Gross Revenue	Types of income.
Gross Earnings	Types of income.

Payroll Information

Field	Description
Payroll Included in Gross Profit
Yes	Indicate whether the payroll expenses are included in the gross profit calculation.
No	Indicate whether the payroll expenses are included in the gross profit calculation.
Insured Payroll	The total amount of insured payroll.

Additional Total Declared Values (repeating group)

Field	Description
Description	A description and total value of any additional assets or items to be included in the coverage.
Amount	A description and total value of any additional assets or items to be included in the coverage.

Coverage Periods

Field	Description
Indemnity Period	The period during which the insurance company must make payments to cover the losses insured under the policy.
Initial Period of Cover	The period during which the insurance coverage is effective.
Wages Insured Percentage	The percentage remaining for the indemnity period.

Uninsured Working Expenses

Field	Description
Purchases	The percentage of expenses not covered by the insured amount for business interruption by categories.

Other (repeating group)

Field	Description
Description	The percentage of expenses not covered by the insured amount for business interruption by categories.
Percentage	The percentage of expenses not covered by the insured amount for business interruption by categories.

Limits of Liability

Field	Description
Box a - Section 1 - Material Loss or Damage	The liability coverage limits.
Box b - Section 2 - Business Interruption	The liability coverage limits.
Box c - Combined Single Limit	The liability coverage limits.

Sub Limits Section 1

Field	Description
Box a - Statutory Inquiries	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box b - Removal of Debris	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box c - Personal Property of Employees and Others (Per Person)	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box d - Personal Property of Employees and Others (Any One Event)	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box e - Accompanied Baggage in Australia (Per Person)	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box f - Accompanied Baggage in Australia (Any One Event)	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box g - Expediting Expenses	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box h - Cost of Clearing Blocked Drains Pipes Filters and Pumps	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box i - Unspecified Customers’ Goods	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box j - Landscaping	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box k - Works of Art Antiques and Curios (Any One Claim)	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box l - Extra Cost of Reinstatement	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box m - Glass	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box n - Loss of Land Value	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box o - Burglary or Theft (Other Than Money)	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box p - Theft of Property in Open Air	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box q - Money	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box r - Weather Damage to Certain Property in Open Air	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box s - Decorative Livestock	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box t - Temporary Removal Exemption	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box u - Metered Water	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Box v - Unspecified Damage	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.

Box w - Additional Sub-Limits (repeating group)

Field	Description
Description	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.
Amount	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage.

Sub Limits Section 2

Field	Description
Box a - (Additional) Increased Cost of Working	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box b - Claims Preparation Costs	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box c - Additional Severance Pay	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box d - Rent Receivable	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box e - Contractual Damages	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box f - Accounts Receivable	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box g - Remote Premises of Public Utilities	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box h - Interdependency - Australia	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box i - Isolation by Flood or Landslide	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box j - Prevention of Access - Public Authority Order	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box k - Premises in the Vicinity (Prevention of Access)	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box l - Infectious or Contagious Diseases	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box m - Trade Exhibitions – Worldwide	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box n - Unspecified Suppliers’ and or Customers’ Premises (Single Limit)	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Box o - Unspecified Suppliers’ and or Customers’ Premises (Worldwide)	The liability coverage sub limits for Box b -Section 2 - Business Interruption.

Box p - Additional Sub-Limits (repeating group)

Field	Description
Description	The liability coverage sub limits for Box b -Section 2 - Business Interruption.
Amount	The liability coverage sub limits for Box b -Section 2 - Business Interruption.

Flood Coverage

Field	Description
Is Flood Cover Required	Specifies whether the insurance policy includes coverage for damages caused by floods. Possible values: Yes, No.

Sub Limits Combined

Field	Description
Sub-Limit	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage and Box b - Section 2 - Business Interruption combined.
Acquired Companies	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage and Box b - Section 2 - Business Interruption combined.
Acquired Property	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage and Box b - Section 2 - Business Interruption combined.
Fusion	The liability coverage sub limits for Box a - Section 1 - Material Loss of Damage and Box b - Section 2 - Business Interruption combined.

Gross Rentals

Field	Description
Gross Rentals Specifications	The total amount of rental income generated by a property.
Additional Increase in Cost of Working - Gross Rentals	The additional expenses that may be incurred by a property owner in order to continue generating rental income after a loss or damage to the property.

Deductible

Field	Description
Accompanied Baggage in Australia	The amount of money that should be paid before insurance covers claims under the “Accompanied Baggage in Australia” category.
All Other Claims	The amount of money that should be paid before insurance covers claims under the “All Other Claims” category.
Time Deductible	The period during which the insurer will not be liable for any loss.

Other Deductible (repeating group)

Field	Description
Description	The deductible amount that must be paid before insurance covers any claims not included in specific coverage categories.
Amount	The deductible amount that must be paid before insurance covers any claims not included in specific coverage categories.

Insurance History (repeating group)

Field	Description
Date of Loss	Information about previous insurance claims.
Incurred	Information about previous insurance claims.
Description	Information about previous insurance claims.

Broker Details

Field	Description
Holding Broker	Indicates whether the broker currently holds the insurance policy. Possible values: Yes, No.
Is Commission to Be Nett	Indicates whether commission received by the holding broker should be “net” or netted out from the premium paid by the insured. Possible values: Yes, No.
Holding Underwriter	The name of the holding underwriter.

Key Fields

• Broker Name
• Broker Contact/First Name
• Broker Contact/Last Name