Stop spending hours manually cleaning policyholder lists. BackOffice Scripts classifies entities, parses names, and validates contacts from your CSV files — with enterprise-grade security that meets compliance requirements.
5-10 hrs/week
Spent on manual data cleaning by the average insurance agent
Insurance Journal, 2024
23%
Of policyholder records contain entity classification errors
NAIC Data Quality Report
3.2x
Faster list processing with automated classification vs. manual review
Carrier data arrives with inconsistent name formats, mixed personal and business entities, and duplicate records that cause errors in agency management systems.
Manually classifying entity types for underwriting leads to mistakes that delay policy issuance and increase E&O exposure.
State regulators expect clean, standardized data for filings. Bad address data or misclassified entities can trigger audit flags.
Agents spend 5-10 hours per week cleaning data that could be spent selling. Every hour on data entry is an hour not spent with clients.
Purchased lead lists are notorious for bad data. BackOffice Scripts identifies invalid contacts, classifies names, and scores contact quality — so you only reach out to real prospects.
Duplicate records in your agency management system cause renewal errors, commission disputes, and inaccurate book-of-business reporting. BackOffice Scripts standardizes names so duplicates become obvious.
Misclassified entities lead to incorrect premium calculations, wrong policy forms, and compliance violations. BackOffice Scripts uses AI to classify every record consistently — Individual, Joint, Trust, LLC, Corp, and more.
Classify names as personal (individual) or business entities. Upload a CSV with a name column and get back a true/false classification for each row.
1 credit/record · Max 8,500 rows
Classify records into granular entity types: Individual, Joint, Trust, Estate, LLC, Corporation, Partnership, Government, Nonprofit. Critical for insurance underwriting and loan processing.
1 credit/record · Max 8,500 rows
Split full names into first/middle/last/suffix, handle joint names ("John and Mary Smith"), normalize casing, and flag suspicious or fake entries. Built for lending and insurance records.
1 credit/record · Max 8,500 rows
Validate phone numbers and email addresses, detect disposable emails, flag invalid formats, and score overall contact quality. Stop wasting time on bad contact data.
1 credit/record · Max 8,500 rows
“We used to spend an entire day cleaning a carrier download before loading it into our AMS. Now it takes 15 minutes.”
Agency Operations Manager
P&C agency processing 50,000+ records/month
Yes. Upload any CSV file with a name or address column. Our scripts automatically detect the column format and process accordingly. We handle the inconsistent formats that carriers typically export.
Absolutely. All data is encrypted in transit (TLS) and at rest (AES-256), isolated per user with row-level security, and automatically purged after your configured retention period. We never use your data for AI training.
The Entity Type Classifier identifies whether a record is an Individual, Joint, Trust, LLC, Corporation, Partnership, Government entity, or Nonprofit. This classification is critical for applying correct underwriting rules and premium calculations.
Split your file into chunks of up to 8,500 rows each. Most agents process multiple batches — results are saved in your history for 7 days for easy download.
Start with 100 free records. No credit card required.