Fenced CaseSee how it works

For small US independent insurance agencies

The only spreadsheet cleaner that remembers each carrier's file as a rule

Made for the ops lead at a 5 to 30 person agency or brokerage. Upload in, clean file out, ready to import into any policy system.

See how it works
Column mappingSample
Carrier: Hartwell MutualDestination: policy systemFile: hartwell_march.csv
Source columnImport fieldStatus
Insured Nmcustomer_nameConfirmed
Pol #policy_numberConfirmed
Eff Dteffective_dateConfirmed
Prem Amtwritten_premiumProposed
LOBline_of_businessCorrected
Saved ruleSample
rule "Hartwell Mutual / monthly file"
  "Insured Nm" -> customer_name  "Pol #" -> policy_number  "Eff Dt" -> effective_date  "Prem Amt" -> written_premium  "LOB" -> line_of_businesssaved for this carrier's file

How it remembers

Every carrier's file becomes a rule

Fenced Case proposes how each column maps to your destination system. You confirm or correct it, and that mapping is saved as a rule for that carrier's file.

The file comes back ready to import into any policy system, with no integration to set up. Saved rules are unlimited.

Five stacked dark discs under a white top disc, an illustration of a saved rule
  • Import file
  • Saved rule
  • Proposed mapping
  • Carrier spreadsheet

In action

Upload a file, confirm the mapping, and take the clean file out

Upload in

Drop in a spreadsheet or CSV from a carrier. Nothing connects to your systems.

  • Spreadsheet
  • CSV
Upload a fileSample
file  "hartwell_march.csv"carrier  "Hartwell Mutual"destination  "policy system"

Confirm the mapping

AI proposes how each column maps to the destination system’s import format. You confirm or correct it, and the mapping is saved as a rule.

  • Confirm
  • Correct
  • Saved rule
Review the mappingSample
"Prem Amt"  written_premium  proposed"LOB"  line_of_business  correctedsave  as rule

Take the clean file out

Download a file in the import format of the destination system, ready to import.

  • Import-ready file
Download the import fileSample
format  "policy system import"rule  "Hartwell Mutual / monthly file"status  "ready"
Import fileSample
customer_namepolicy_numbereffective_datewritten_premiumline_of_businessStatus
Alder Street DentalHM-20487103/01/2026$1,248.52Commercial AutoReady
Birchwood Bakery LLCHM-20487203/01/2026$862.00General LiabilityReady
Castellan RoofingHM-20487303/03/2026$3,415.30Workers CompReady
Dunmore Family PharmacyHM-20487403/03/2026$20.78PackageReady
Eastgate Auto RepairHM-20487503/07/2026$1,990.00Garage LiabilityReady
Foxglove FloristsHM-20487603/08/2026$412.64Business OwnersReady
Garrity & Sons PlumbingHM-20487703/10/2026$2,704.15Commercial AutoReady
Harbor Lane StudioHM-20487803/12/2026$588.40General LiabilityReady
Ironside FitnessHM-20487903/15/2026$1,126.00Business OwnersReady

Who it is for

Made for the ops lead, at a US independent insurance agency or brokerage of 5 to 30 people

You stay in charge

AI proposes the mapping. You confirm or correct it before it is saved as a rule.

Any policy system

The clean file comes back in the import format of the destination system you pick.

No integration

You upload a spreadsheet or CSV and take a file. Nothing connects to your systems.

$49 per team, each month

One monthly plan, priced per team.

See how it works

  • Up to 25,000 rows a month

    For the whole team, on one plan.

  • Unlimited saved rules

    Every carrier’s file keeps its rule.