Excel Risk Forms | Version 2.0 | June 2025

Modified on Thu, 16 Oct at 4:26 PM

Excel Risk Forms

INSIGHT can exchange data with Excel through creating Excel Risk Forms (ERF). This connection assists you with managing policy data and premium calculations, which in turn, saves you time and energy by reducing the need to rekey information.

This article describes how to configure INSIGHT to facilitate this process, and works through an example of Excel Risk Form integration in action.

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Creating an Excel Risk Forms

Import Fields

Export Fields

INSIGHT - Setup & Configuration

How to use an Excel Risk Form

Professional Services

Creating an Excel Risk Forms

There are 2 types of data fields that you can enter into the Excel Risk Form:

Import fields - information you want to take out of INSIGHT and into Excel, but cannot be passed back into INSIGHT.
Export fields - information you want to bring into INSIGHT and out of Excel, but cannot be passed back into Excel.

Plan for your Excel Risk Form, carefully deciding what kind of data you want to take in/out of INSIGHT and how you want to design it.

When creating import/export fields in the Excel Risk Form, you'll need to enter the specific field name recognised by INSIGHT - please refer to the Import Fields and Export Fields sections to get the list of INSIGHT field names.

Click the Details button to view step by step instructions.

1. Open Excel.
2. Enter the fields in the way you wish to design the form. For example, Client Name or Base Premium.

In the areas where you want to import/export information:

3. Click the cell.
4. Choose the Formulas header, click Define Name.
5. In the Name field, enter the INSIGHT field name, then click OK.

6. Repeat steps 3 - 5 for all fields where you want to import/export information.
7. Save the file.

To view the video in a larger format, please expand the controls and select the Full Screen button.

Import Fields

These fields can be passed to an Excel spreadsheet, but are not exported back to INSIGHT. Their primary purpose is to improve the usability of your Excel Risk Forms by allowing their values to be shown in your forms.

Click the Details button to view the list:

Import Field Names
Authorisedrep1ID	ClientRef	InsurerName
AuthorisedRep1Name	EffectiveDate	InsurerRef
BranchName	FromDate	PolicyNumber
ClassificationName	HasCoinsurance	SalesTeamName
ClassOfRiskName	Insured	ServiceTeamName
ClientID	InsurerCreditTermsDueDate	ToDate
ClientName	InsurerID	TransactionTypeName

Export Fields

In contrast to the Import Field list above, these fields can be exported back to INSIGHT, but are not passed from INSIGHT to your Excel Form - these fields are the premiums and charges that your spreadsheet is calculating values for.

Click the Details button to view the list:

Export Field Names
AnnualBasePremium	AnnualUnderwriterFeeGST
AnnualBrokerFee	BasePremium
AnnualBrokerFeeGST	BrokerFee
AnnualCommission	BrokerFeeGST
AnnualCommissionGST	Commission
AnnualCommissionGSTPercentage	CommissionGST
AnnualCommissionPercentage	CommissionGSTPercentage
AnnualFSL	FSL
AnnualFSLPercentage	FSLPercentage
AnnualInsurerGST	InsurerGST
AnnualInsurerGSTPercentage	InsurerGSTPercentage
AnnualOtherCommission	OtherCommission
AnnualOtherCommissionGST	OtherCommissionGST
AnnualOtherCommissionPercentage	OtherCommissionPercentage
AnnualOtherLevy	OtherLevy
AnnualOtherPremium	OtherPremium
AnnualStampDuty	StampDuty
AnnualStampDuty	StampDutyPercentage
AnnualStampDutyPercentage	UnderwriterFee
AnnualUnderwriterFee	UnderwriterFeeGST

INSIGHT - Setup & Configuration

Once you have defined your Excel template, you must add it to the Class of Risk it relates to.

To view the following videos in a larger format, please expand the controls and select the Full Screen button.

Click the Details button to view step by step instructions.

1. Log into INSIGHT as an Administrator.

2. Select Setup, Configuration, then Class of Risk.

3. View the Class of Risk you want to add the Excel template against.

4. Select the Import Excel Risk Formand upload your Excel template.

5. Set the date range your Excel Risk Form is effective for and give it a name and description (optional).

You can define different risk forms for mutually exclusive date ranges. For example, if the rating factors for a product change is effective from 1 July 2025, you can define one form with the old rates that is effective until 30 June, and a second form with the new rates that is effective from 1 July.

6. Save your changes.

7. Add this class of risk with the insurer(s) you will do business with. Search for and view the insurer in INSIGHT, ensure the Classes of Risk tab is selected and select Add Insurer Class of Risk.

How to use an Excel Risk Form

No special effort is required to use your Excel Risk Form, apart from the initial effort required to setup the template up and configure INSIGHT.

To view the following videos in a larger format, please expand the controls and select the Full Screen button.

Click the Details button to view step by step instructions.

1. Create a quote or new business within INSIGHT for an insurer and class of risk with an Excel Risk Form defined.

2. Select Next on the Policy Summary page in the policy wizard.

3. INSIGHT detects that the selected Class of Risk has an Excel Risk Form attached and adds an Excel Risk Details page to the wizard.

4. Navigate to the Excel Risk Details page and click Launch Excel.

5. Your risk form is opened in Excel - make and save your changes, then close Excel.

6. Your changes are exported back to INSIGHT. Continue to work through the policy wizard to the Invoice Premiums page, and you’ll notice that the premiums and charges displayed reflect the values you entered in your Excel Risk Form.

Professional Services

Are you lacking confidence in your Excel skills, or are you time-poor?

Whilst your INSIGHT Administrator can configure the Excel API into INSIGHT, Steadfast Technologies are available to assist with creating your Excel Risk Form Templates as a professional service. If you would like to talk to someone about how Steadfast Technologies can help you meet your Excel integration needs, then please call 1300 850 659(AU) and 0800 444 607(NZ) or email support@steadfasttech.com.au

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