Excel export for Insurance brokers

By the Mail → Excel team · Updated 2026-10-20

Renewals fail silently. A table of policy numbers and dates turns renewals into a calendar instead of a memory test. This page lists the exact columns, an example row and the command that produces it.

Columns to keep

Column	Why it matters
`policy`	Policy number — the key for renewals.
`client`	The join key for every other report you will build later.
`renewal`	Renewal date; the column that becomes your calendar.
`premium`	Premium amount with currency and period columns.
`status`	Fixed vocabulary: open / in progress / done / blocked.

Example row

One real-shaped row from this role’s export:

policy	client	renewal	premium	status
POL-99321	Orion Ltd	2026-12-01	2,400	quoted

Export it in one command

python mail_to_excel.py \
  --host imap.example.com --user you@example.com \
  --days 31 --fields policy,client,renewal,premium,status \
  --out insurance-broker.xlsx

The --fields option is what turns a raw dump into a report your role can use.

Provider notes

Corporate Exchange typically requires OAuth; personal Outlook works with an app password.

Two pitfalls that ruin the file

Scanned policy PDFs are not searchable — Keep the file reference and mark «scan» so OCR can be added later.
Premium values mix currencies and periods — Separate currency and period columns; never sum across them.

Next step

Step-by-step: export insurance broker email to Excel · all roles · ready script ($3)

FAQ

Can this remind me about renewals?

Export weekly and sort by renewal date; the spreadsheet becomes the reminder list.

Does it read policy numbers from PDFs?

Not yet — it indexes the attachments; extraction from PDF text is a separate step.

Is there a ready script for this?

Yes — the Python script exports any IMAP mailbox with the fields listed above; it costs $3 and runs locally.

Related guides

Export insurance broker email to ExcelStep-by-step with the same columns and command.
All roles20 professions, one export method.