The following data is synced between Canopy Connect and Sembley

Personal Insured

Canopy Connect Sembley
pull_id canopy_connect_submission_id
account_identifier canopy_connect_account_identifier
pull —> {first_name, middle_name, last_name} insured_person_full_name & entity.name
pull —> addresses (MAILING address) insured_mailing_address
account_email insured_email
mobile_phone insured_cell_phone_number
phone
Second value of the following order:

phone || cell_phone || home_phone || work_phone. | insured_secondary_phone_number |

Commercial Insured

Canopy Connect Sembley
pull_id canopy_connect_submission_id
commercial_named_insured_id canopy_connect_commercial_insured_id
name insured_full_name & entity.name
gl_code general_liability_code
pull —> addresses (MAILING address) insured_mailing_address
website_url insured_website
fein insured_tax_identification_number
business_email insured_email
naics_code insured_naics_code
sic_code insured_sic_code
form_of_business insured_entity_type
phone insured_primary_phone_number
number_of_employees insured_fulltime_employees

Policies

Canopy Connect Sembley
name policies_name
description policies_description
status policies_status
effective_date policies_effective_date
expiry_date policies_expiration_date
carrier_policy_number policies_policy_number
total_premium_cents policies_total_premium
carrier_friendly_name

Claims

Canopy Connect Sembley
type claims_or_losses_loss_type
date_occurred claims_or_losses_date_ocurrance
payout_cents claims_or_losses_amount_paid
status claims_or_losses_claim_open

Premises

Canopy Connect Sembley
use addres from the dwelling schema, if not use address from the location’s schema. premises_address
year_built year_built
square_ft total_building_area
garage_square_ft premises_garage_area
purchase_date premises_purchase_date
purchase_price_cents premises_purchase_price
market_total_value_cents premises_market_value
num_stories number_of_stories
construction_type construction_type
roof_cover premises_roof_type
has_pool premises_does_the_property_have_a_swimming_pool
num_beds premises_number_of_rooms
has_fireplace premises_wood_burning_stove_or_fireplace
replacement_cost_cents premises_replacement_cost
operations[”description”] premises_operations_description

Drivers

Canopy Connect Sembley
first_name drivers_first_name
middle_name drivers_middle_name
last_name drivers_last_name
drivers_license drivers_license_number
drivers_license_state drivers_licensed_state
date_of_birth_str drivers_date_of_birth
gender drivers_sex
marital_status drivers_marital_status

Vehicles

CanopyConnect Sembley Notes
year vehicles_year
make vehicles_make
model vehicles_model + series
vin vehicles_vin
uses vehicles_use Synced values are: “Pleasure”, “Farm”
garaging_address vehicles_garage_address
type vehicles_body_type

Primary Contact

CanopyConnect Sembley
Account Owner Full name (first_name + middle_name + last_name) insured_contact_full_name
Account Owner Email (account_email) insured_contact_email_address
Account Owner Phone number (phone
Account Owner Secondary phone number

Second value of the following order:

phone || cell_phone || home_phone || work_phone. | insured_contact_secondary_phone_number | | Account Owner Cell phone number (mobile_phone) | insured_contact_cell_phone_number |