Commercial lines agency submissions and carrier correspondence, 16 agencies

Summary

Account manager and producer email with Applied Epic and AMS360 activity notes from 16 independent agencies that write commercial lines only or run their commercial book separately. Threads follow accounts from first submission through marketing, quoting, binding, endorsements and renewal, including wholesaler and underwriter back-and-forth on hard-to-place classes. Personal lines accounts, driver schedules and workers compensation claim details are removed, claimant names in loss runs are masked, and every insured, carrier and person is replaced with a stable code.

Collected to order. We collect it from US companies for your order. Scope, volume and timing are confirmed in writing before you sign.

Pricing on request

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At a glance

Planned scope. Volume, sources and timing are confirmed in writing before you sign.

Records: 13.3Memails and agency activity notes
Size: 31.6 GB
Tokens, estimated: 3.5B
Years: 2016 to 2026
Firms: 16

Owner profile: 16 US independent insurance agencies, 10 to 85 staff each, commercial lines only or with a separate commercial book, Southeast, Texas and the Midwest
Industry: Insurance
Data type: Company operations archive
Headcount: 10 to 85 staff per agency
Region: United States (Southeast, Texas, Midwest)
Languages: English
Formats: JSONL
Updated: 2026-10-14

Sources

System	Kind	Records
Microsoft 365 mail	Email	9.42M messages
Applied Epic	CRM	3.09M activity notes
AMS360	CRM	810K activity notes

Good for

training agents to assemble commercial submissions and chase missing underwriting information
evaluating extraction of exposures, limits and endorsement requirements from unstructured broker email
modeling how wholesalers and underwriters decline, counter or quote hard-to-place risks
long-context reasoning over multi-year account histories across renewals

Fields

Field	Type	Description
thread_id	string	Stable id for the email thread or activity chain
agency_code	string	Code of the contributing agency, for example AG-07
account_ref	string	Insured placeholder, consistent across every record for that account
line_of_business	array<string>	Commercial lines on the thread, for example GL, property, auto, umbrella
stage	enum	submission, marketing, quote, bind, endorsement, renewal, cancellation or audit
sent_at	timestamp	Message or note time in UTC
from_role	enum	producer, account_manager, csr, wholesaler, underwriter or insured_contact
subject	string	De-identified subject line
body	string	Message or note text with quoted replies stripped
attachments	array<string>	Attachment types and page counts. Extracted text of ACORD forms, quotes and binders ships in a linked file

Example record

{
  "thread_id": "AG07-T-0418823",
  "agency_code": "AG-07",
  "account_ref": "[ACCOUNT_3]",
  "line_of_business": [
    "GL",
    "umbrella"
  ],
  "stage": "marketing",
  "sent_at": "2024-01-22T15:41:07Z",
  "from_role": "account_manager",
  "subject": "Submission: [ACCOUNT_3] roofing contractor, GL and XS eff 3/1",
  "body": "Hi [PERSON_12], sending this one your way since [CARRIER_2] non-renewed after two water-intrusion claims on open reroof jobs in 2023. Insured is a commercial roofing contractor, 14 employees, about 70 percent TPO and metal reroofs and 30 percent new construction, no residential and no torch-down. Receipts 6.8M, subs paid 1.1M with COIs on file. Need GL 1M/2M with per-project aggregate, primary and noncontributory AI, waiver of subrogation and completed ops for the GC contracts, plus a 5M excess. Loss runs attached, 5 years currently valued. Can you get this to your E&S markets by Friday?",
  "attachments": [
    "ACORD 125, 4 pages",
    "ACORD 126, 3 pages",
    "Loss runs, 6 pages"
  ]
}

One record, de-identified. Placeholders such as [PERSON_12] and [COMPANY_4] stay the same across the whole dataset, so threads still read correctly.

Licenses available

Exclusive
One buyer. Nobody else can license it during the exclusive term, usually 2 years.
Non-exclusive
Licensed to more than one buyer.
First look
One buyer gets 2 to 4 weeks to make an offer before anyone else sees the dataset.

What ships with it

Datasheet: what it is, what it is good for, verified size, sources, years, format and limits.
Provenance file: the owner shown by code, staff notice and consent status, exclusions, mapped to the EU AI Act Article 53 training-data summary and California AB 2013.
Manifest with a hash for every file.
QC report and de-identification report.
Your own copy, with unique canary records.

How it is de-identified

Default exclusions removed, files flattened to text, identifiers found in three layers and replaced with consistent placeholders, and the result measured against a 99% bar for each identifier type in each source.

The full method