InsightWorker Logo
  • contact@verticalserve.com

Location Schedule (SOV) Prep

Turn a broker's messy Statement of Values into a clean, geocoded, rating-engine-ready Excel — addresses verified, construction codes normalized, every cell auditable.

← All use cases
Insurance — Property
Commercial property carriers, MGAs, brokers, reinsurance
SOVgeocodingExcelconstruction codesunderwriting

The problem

  • Broker submits a 200-row SOV with free-text addresses, missing zip codes, mixed construction descriptors, blank year-built fields, and at least three sheets that aren't actually locations.
  • Underwriting assistant manually retypes each address into USPS or Melissa for ZIP+4, looks up county FIPS for flood zones, guesses ISO construction codes from broker-supplied prose.
  • By the time the SOV reaches the rating engine, two days have passed and at least 5% of rows have silent data-quality issues that bias the rate.
  • When the broker resends with an updated tab, the whole exercise repeats from scratch.

How InsightWorker handles it

1
Ingest the SOV — parse the right tab(s), skip junk rows, detect column headers even when broker used 'Bldg Val' / 'TIV' / 'Building'. excel · agent reasoning
2
OCR scanned SOV PDFs (older brokers still send these) and align with the standard schema. ocr_document · read_pdf
3
Verify and geocode every address via USPS / SmartyStreets / Melissa — get standardized address, lat/lng, county FIPS, ZIP+4. web_fetch · address verification API
4
Normalize construction codes (ISO 1-6 / NFPA), occupancy class, and roof type from broker prose to the carrier's standard taxonomy. agent reasoning · mapping playbook
5
Flag rows that need underwriter review — TIV outliers, mismatched ZIP/state, unverifiable addresses, missing year-built on properties >$5M. agent reasoning
6
Emit a clean Excel with one row per location, audit columns showing the original broker value next to the normalized value, and a flags tab for review. create_excel

Sample prompt

"Clean and geocode this SOV from broker@acme. Flag anything an underwriter needs to look at."
Deliverables: sov_normalized.xlsx (locations · audit · flags tabs) · geocode_log.csv · review_summary.md
Prefer the browser?
Run this in InsightStudio — no CLI install for the user.

Authors publish the app once with iw app publish; business users open it in the marketplace and click Run. Your worker box does the execution.

Visit InsightStudio →

Try this use case yourself

Free trial available — CLI, Desktop, VS Code, and the new --worker mode for InsightStudio. See download for details.

Download Free Trial