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How this works

  1. Initial call
    Scoped your portfolio and coverage needs
  2. NDA signed
    Ready to share data securely
  3. Send us the data
    Use the template below
  4. Receive pricing
    Indicative limits within a few business days
Two files.
That’s all we need.

To generate indicative pricing and coverage limits for your merchant portfolio, we need two datasets. Most of this data already lives in your system — it just needs to be in the right format. If you’re having any trouble pulling the data together, just let us know and we’ll find a solution together.

Data Specifications

Field definitions for the Merchant List and Loss History files.

Data References

Data types, registration ID formats, and merchant category codes.