Free CSV templates
Insurance Spreadsheet Templates
Download starter CSV templates for bordereaux, property schedules of values, and loss runs. Each template is designed to work with the related ToolDox checker and includes practical field names that brokers, coverholders, analysts, and risk teams can adapt.
Premium Bordereaux Template
A starter CSV for policy, risk, transaction, premium, country, currency, and class fields.
Required starter fields
policy_reference, insured_name, country, inception_date, expiry_date, transaction_date, gross_premium, currency
Common aliases accepted
policy_number, certificate_number, risk_reference, written_premium, gross_written_premium
Claims Bordereaux Template
A starter CSV for claim references, policy references, loss dates, claim status, paid, reserve, and incurred values.
Required starter fields
claim_reference, policy_reference, loss_date, claim_status, paid, reserve, incurred, currency
Common aliases accepted
claim_number, claim_id, date_of_loss, total_paid, outstanding_reserve, total_incurred
Property SOV Template
A property schedule of values template for location, address, occupancy, construction, TIV, and currency fields.
Required starter fields
location_id, address, city, country, occupancy, construction, total_insured_value
Common aliases accepted
loc_id, risk_address, state, province, sum_insured, declared_value
Loss Run Template
A commercial insurance loss run template for claim status, paid, reserve, incurred, loss date, and line of business.
Required starter fields
claim_id, line_of_business, status, loss_date, paid, reserve, incurred
Common aliases accepted
claim_number, lob, date_of_loss, case_reserve, paid_plus_reserve