The Scenario
The insurance renewal is six weeks out. Your broker needs a complete property schedule — every site, every building, with COPE fields filled in: Construction type, Occupancy, Protection class, Exposure. Your company has 60 sites, all managed in 21RISK with property records attached. What the broker actually receives has to be a clean spreadsheet. What you have today is a 21RISK account and a blank Google Sheet.
The bad version:
- Open 21RISK, navigate to the first site, open its property record, note the COPE fields, copy them into the spreadsheet row by row.
- Repeat 59 more times, trying to keep track of which sites you've done and which you haven't.
- Get to site 43 and notice the Construction field says "N/A" — which means you'll have to go back to the property manager for that location, get the actual value, and come back.
- Deliver the spreadsheet to the broker and get it returned 3 days later because you missed the Exposure field for 7 sites.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, connects to 21RISK, and can pull property records for all your sites in one pass — including flagging which fields are incomplete so you're not surprised by the broker's redline.
Pull all site property records from 21RISK including COPE fields — Construction, Occupancy, Protection, and Exposure — and put them in this sheet starting at row 2, one row per site, with site name in A, organization in B, and the four COPE fields in columns C through F. Add a column G labeled "Missing Fields" that lists any COPE fields that are blank or N/A for that site.
What You Get
- One row per site starting at row 2, with site name in A, organization in B, construction in C, occupancy in D, protection in E, exposure in F.
- Column G lists the name of any COPE field that came back blank or N/A — so you can filter to incomplete records immediately and start chasing the missing data.
- No silently dropped rows. If a site has no property record at all, it still appears with the name populated and everything else blank.
What If the Data Is Not Quite Ready
The COPE fields use internal codes, not plain descriptions
21RISK may store construction type as a code like "MF" rather than "Masonry Frame." The broker wants plain language.
Pull all 21RISK site property records and write them to this sheet, then in the Construction column translate any coded values — MF to "Masonry Frame", W to "Wood Frame", JS to "Joisted Steel" — and flag any code not in that list as "Unknown"
You need to filter to a specific organization for a subsidiary renewal
If only one of your three subsidiary organizations is renewing this cycle, you want just those sites.
Pull all site property records from 21RISK for the organization "Pacific Group" only, write them to this sheet starting at row 2 with COPE fields in columns C through F, and add a "Missing Fields" column
The sheet already has some property data from last year that needs updating
Last year's renewal data is still in the sheet and some of it may be stale.
Clear rows 2 through 100 in this sheet, then pull all 21RISK property records for every site and write them fresh starting at row 2 with the same column structure — Site Name, Organization, Construction, Occupancy, Protection, Exposure, Missing Fields
Full kill chain: pull, flag missing, sort by completeness, and add an "Action Required" column
Pull all 21RISK site property records with COPE fields into this sheet starting at row 2, add a Missing Fields column in G, sort the rows so that sites with missing fields appear at the top, then add a column H labeled "Action Required" with "Yes" for sites missing any COPE field and "No" for complete records
The broker review goes faster when the sites that need follow-up are already at the top of the list.
Try It
Get the 7-day free trial of SheetXAI and open your insurance register spreadsheet, then ask it to pull the full COPE property schedule from 21RISK. You can also look at how to map organizations to their sites or start with the 21RISK overview.