Appendix C
Power Broker/MSWord97® merge data fields list
Customer (Basic) Form Template
|
Field Description |
Merge Field name Field Name |
|
Customer Database |
|
|
Current Date |
DATE |
|
Customer Code |
CCODE |
|
Customer Name |
NAME |
|
Customer Salutation |
SALUTE |
|
Customer Goes-By |
GOES_BY |
|
Customer Home Address- Line 1 |
H_ADDRESS1 |
|
Customer Home Address - Line 2 |
H_ADDRESS2 |
|
Customer City and Province |
H_CITYPROV |
|
Customer Postal Code |
H_POSTZIP |
|
Customer Home Telephone |
H_PHONE |
|
Customer Cellular Telephone |
CELLULAR |
|
Customer Cottage Telephone |
COT_PHONE |
|
Customer Holiday Telephone |
HOL_PHONE |
|
Customer Business Telephone |
BUS_PHONE |
|
Customer Business Extension |
BUS_EXT |
|
Customer E-Mail Address |
|
|
Customer Date of Birth |
DATE_BIRTH |
|
Customer Language |
LANG |
|
Customer Age |
AGE |
|
Customer Sex |
SEX |
|
Customer Marital Status |
MARITAL |
|
Customer Sector Code |
SECTCODE |
|
Customer Fax |
FAX |
|
Customer Tax Zone |
TAXZONE |
|
Customer Occupation |
OCCUPATION |
|
Customer Employer Name |
EMPLOYER |
|
Customer Employer Address - Line1 |
E_ADDRESS1 |
|
Customer Employer Address - Line2 |
E_ADDRESS2 |
|
Customer Employer City and Province |
E_CITYPROV |
|
Customer Employer Postal Code |
E_POSTZIP |
|
Customer Referred By |
REF_BY |
|
Personal Automobile Renewal Date |
AUTODATE |
|
Habitational Renewal |
HOMEDATE |
|
Life and Disability Renewal Date |
LIFEDATE |
|
Commercial Automobile Renewal Date |
COMMAUTO |
|
Commercial Business Renewal Date |
COMMBUS |
|
Customer Since |
CUST_SINCE |
|
Customer Balance |
BALANCE |
|
User Name |
USERNAME |
|
Producer (from the Customer Screen) |
|
|
Producer Code |
PCODE |
|
Producer Name |
PROD_NAME |
|
Producer Title |
PROD_TITLE |
|
Producer Address - Line 1 |
PROD_ADD1 |
|
Producer Address - Line 2 |
PROD_ADD2 |
|
Producer City and Province |
PROD_CITY |
|
Producer Postal Code |
PROD_POST |
|
Producer Telephone |
PROD_PHONE |
|
Producer Cellular |
PROD_CELL |
|
Producer Pager |
PROD_PAGER |
|
Branch Office (From the Customer Screen) |
|
|
Branch Office Code |
BRANCHCODE |
|
Branch Office Name |
BRAN_NAME |
|
Branch Office Address - Line 1 |
BRAN_ADD1 |
|
Branch Office Address - Line 2 |
BRAN_ADD2 |
|
Branch Office City and Province |
BRAN_CITY |
|
Branch Office Postal Code |
BRAN_POST |
|
Branch Office Telephone |
BRAN_TEL |
|
Branch Office Fax |
BRAN_FAX |
Customer with Networth Form Template
|
Field Description |
Merge Field Name |
|
Customer Database |
|
|
Current Date |
DATE |
|
Customer Code |
CCODE |
|
Customer Name |
NAME |
|
Customer Salutation |
SALUTE |
|
Customer Goes-By |
GOES_BY |
|
Customer Home Address- Line 1 |
H_ADDRESS1 |
|
Customer Home Address - Line 2 |
H_ADDRESS2 |
|
Customer City and Province |
H_CITYPROV |
|
Customer Postal Code |
H_POSTZIP |
|
Customer Home Telephone |
H_PHONE |
|
Customer Cellular Telephone |
CELLULAR |
|
Customer Cottage Telephone |
COT_PHONE |
|
Customer Holiday Telephone |
HOL_PHONE |
|
Customer Business Telephone |
BUS_PHONE |
|
Customer Business Extension |
BUS_EXT |
|
Customer E-Mail Address |
|
|
Customer Date of Birth |
DATE_BIRTH |
|
Customer Language |
LANG |
|
Customer Age |
AGE |
|
Customer Sex |
SEX |
|
Customer Marital Status |
MARITAL |
|
Customer Sector Code |
SECTCODE |
|
Customer Fax |
FAX |
|
Customer Tax Zone |
TAXZONE |
|
Customer Occupation |
OCCUPATION |
|
Customer Employer Name |
EMPLOYER |
|
Customer Employer Address - Line1 |
E_ADDRESS1 |
|
Customer Employer Address - Line2 |
E_ADDRESS2 |
|
Customer Employer City and Province |
E_CITYPROV |
|
Customer Employer Postal Code |
E_POSTZIP |
|
Customer Referred By |
REF_BY |
|
Personal Automobile Renewal Date |
AUTODATE |
|
Habitational Renewal |
HOMEDATE |
|
Life and Disability Renewal Date |
LIFEDATE |
|
Commercial Automobile Renewal Date |
COMMAUTO |
|
Commercial Business Renewal Date |
COMMBUS |
|
Customer Since |
CUST_SINCE |
|
Customer Balance |
BALANCE |
|
User Name |
USERNAME |
|
Spouse 1 Marital Status |
MARITAL2 |
|
Spouse 2 Name |
SPOUSE3 |
|
Spouse 2 Date of Birth |
DATEBIRTH3 |
|
Spouse 2 Age |
AGE3 |
|
Spouse 2 Sex |
SEX3 |
|
Spouse 2 Related to Insured |
INS3 |
|
Spouse 2 Marital Status |
MARITAL3 |
|
Child 1 Name |
CHILD4 |
|
Child 1 Date of Birth |
DATABIRTH4 |
|
Child 1 Age |
AGE4 |
|
Child 1 Sex |
SEX4 |
|
Child 1 Related to Insured |
INS4 |
|
Child 1 Marital Status |
MARITAL4 |
|
Child 2 Name |
CHILD4 |
|
Child 2 Date of Birth |
DATEBIRTH5 |
|
Child 2 Age |
AGE5 |
|
Child 2 Sex |
SEX5 |
|
Child 2 Related to Insured |
INS5 |
|
Child 2 Marital Status |
MARITAL5 |
|
Child 3 Name |
CHILD6 |
|
Child 3 Date of Birth |
DATEBIRTH6 |
|
Child 3 Age |
AGE6 |
|
Child 3 Sex |
SEX6 |
|
Child 3 Related to Insured |
INS6 |
|
Child 3 Marital Status |
MARITAL6 |
|
Child 4 Name |
CHILD7 |
|
Child 4 Date of Birth |
DATEBIRTH7 |
|
Child 4 Age |
AGE7 |
|
Child 4 Sex |
SEX7 |
|
Child 4 Related to Insured |
INS7 |
|
Child 4 Marital Status |
MARITAL7 |
|
Child 5 Name |
CHILD8 |
|
Child 5 Date of Birth |
DATEBIRTH8 |
|
Child 5 Age |
AGE8 |
|
Child 5 Sex |
SEX8 |
|
Child 5 Related to Insured |
INS8 |
|
Child 5 Marital Status |
MARITAL8 |
|
Primary Residence |
HOUSE |
|
Automobiles |
CARS |
|
Cottages |
COTTAGE |
|
Boats |
BOATS |
|
Jewelry |
JEWELS |
|
Cash Savings |
CASH |
|
Mutual Funds |
MUT_FUND |
|
G.I.C. Savings |
RRSP |
|
Mutual Funds RRSP |
MUTRRSP |
|
G.I.C. RRSP |
GICRRSP |
|
Additional Asset 1 Description |
ASSET1DESC |
|
Additional Asset 1 Amount |
ASSET1 |
|
Additional Asset 2 Description |
ASSET2DESC |
|
Additional Asset 2 Amount |
ASSET2 |
|
Additional Asset 3 Description |
ASSET3DESC |
|
Additional Asset 3 Amount |
ASSET3 |
|
Additional Asset 4 Description |
ASSET4DESC |
|
Additional Asset 4 Amount |
ASSET4 |
|
Additional Asset 5 Description |
ASSET5DESC |
|
Additional Asset 5 Amount |
ASSET5 |
|
Mortgages |
MORTGAGE |
|
Bank Loans |
BANK_LOAN |
|
Car Loans |
CAR_LOAN |
|
Additional Liability 1 Description |
LIAB1DESC |
|
Additional Liability 1 Amount |
LIAB1 |
|
Additional Liability 2 Description |
LIAB2DESC |
|
Additional Liability 2 Amount |
LIAB2 |
|
Additional Liability 3 Description |
LIAB3DESC |
|
Additional Liability 3 Amount |
LIAB3 |
|
Additional Liability 4 Description |
LIAB4DESC |
|
Additional Liability 4 Amount |
LIAB4 |
|
Additional Liability 5 Description |
LIAB5DESC |
|
Additional Liability 5 Amount |
LIAB5 |
|
Producer (from the Customer Screen) |
|
|
Producer Code |
PCODE |
|
Producer Name |
PROD_NAME |
|
Producer Title |
PROD_TITLE |
|
Producer Address - Line 1 |
PROD_ADD1 |
|
Producer Address - Line 2 |
PROD_ADD2 |
|
Producer City and Province |
PROD_CITY |
|
Producer Postal Code |
PROD_POST |
|
Producer Telephone |
PROD_PHONE |
|
Producer Cellular |
PROD_CELL |
|
Producer Pager |
PROD_PAGER |
|
Branch Office (From the Customer Screen) |
|
|
Branch Office Code |
BRANCHCODE |
|
Branch Office Name |
BRAN_NAME |
|
Branch Office Address - Line 1 |
BRAN_ADD1 |
|
Branch Office Address - Line 2 |
BRAN_ADD2 |
|
Branch Office City and Province |
BRAN_CITY |
|
Branch Office Postal Code |
BRAN_POST |
|
Branch Office Telephone |
BRAN_TEL |
|
Branch Office Fax |
BRAN_FAX |
Policy (Basic) Form Template
|
Field Description |
Merge Field Name |
|
Customer Database |
|
|
Current Date |
DATE |
|
Customer Code |
CCODE |
|
Customer Name |
NAME |
|
Customer Salutation |
SALUTE |
|
Customer Goes-By |
GOES_BY |
|
Customer Home Address- Line 1 |
H_ADDRESS1 |
|
Customer Home Address - Line 2 |
H_ADDRESS2 |
|
Customer City and Province |
H_CITYPROV |
|
Customer Postal Code |
H_POSTZIP |
|
Customer Home Telephone |
H_PHONE |
|
Customer Cellular Telephone |
CELLULAR |
|
Customer Cottage Telephone |
COT_PHONE |
|
Customer Holiday Telephone |
HOL_PHONE |
|
Customer Business Telephone |
BUS_PHONE |
|
Customer Business Extension |
BUS_EXT |
|
Customer E-Mail Address |
|
|
Customer Date of Birth |
DATE_BIRTH |
|
Customer Language |
LANG |
|
Customer Age |
AGE |
|
Customer Sex |
SEX |
|
Customer Marital Status |
MARITAL |
|
Customer Sector Code |
SECTCODE |
|
Customer Fax |
FAX |
|
Customer Tax Zone |
TAXZONE |
|
Customer Occupation |
OCCUPATION |
|
Customer Employer Name |
EMPLOYER |
|
Customer Employer Address - Line1 |
E_ADDRESS1 |
|
Customer Employer Address - Line2 |
E_ADDRESS2 |
|
Customer Employer City and Province |
E_CITYPROV |
|
Customer Employer Postal Code |
E_POSTZIP |
|
Customer Referred By |
REF_BY |
|
Personal Automobile Renewal Date |
AUTODATE |
|
Habitational Renewal |
HOMEDATE |
|
Life and Disability Renewal Date |
LIFEDATE |
|
Commercial Automobile Renewal Date |
COMMAUTO |
|
Commercial Business Renewal Date |
COMMBUS |
|
Customer Since |
CUST_SINCE |
|
Customer Balance |
BALANCE |
|
User Name |
USERNAME |
|
Producer (from the Policy Screen) |
|
|
Producer Code |
PCODE |
|
Producer Name |
PROD_NAME |
|
Producer Title |
PROD_TITLE |
|
Producer Address - Line 1 |
PROD_ADD1 |
|
Producer Address - Line 2 |
PROD_ADD2 |
|
Producer City and Province |
PROD_CITY |
|
Producer Postal Code |
PROD_POST |
|
Producer Telephone |
PROD_PHONE |
|
Producer Cellular |
PROD_CELL |
|
Producer Pager |
PROD_PAGER |
|
Branch Office (From the Policy Screen) |
|
|
Branch Office Code |
BRANCHCODE |
|
Branch Office Name |
BRAN_NAME |
|
Branch Office Address – Line 1 |
BRAN_ADD1 |
|
Branch Office Address – Line 2 |
BRAN_ADD2 |
|
Branch Office City and Province |
BRAN_CITY |
|
Branch Office Postal Code |
BRAN_POST |
|
Branch Office Telephone |
BRAN_TEL |
|
Branch Office Fax |
BRAN_FAX |
|
Policy Database Information |
|
|
Policy Number |
POLICYNUM |
|
Binder (Yes or No) |
BINDER |
|
Policy Holder Name |
POLICYNAME |
|
Policy Effective Date |
EFFECTIVE |
|
Policy Expiry Date |
EXPIRY |
|
Policy Premium |
PREMIUM |
|
Last Updated |
UPDATED |
|
Agency or Direct Bill |
AGEN_DIR |
|
Line of Business Code |
BUSCODE |
|
Tax |
TAX |
|
Policy Cancelled |
CANCELLED |
|
Cancellation Date |
CAN_DATE |
|
Insurer Database Information |
|
|
Insurance Company Code |
INS_CODE |
|
Insurance Company Name |
INS_NAME |
|
Insurance Company Address - Line 1 |
INS_ADD1 |
|
Insurance Company Address - Line 2 |
INS_ADD2 |
|
Insurance Company City and Province |
INS_CITY |
|
Insurance Company Postal Code |
INS_POSTAL |
|
Insurance Company Telephone |
INS_TEL |
|
Insurance Company Fax |
INS_FAX |
Automobile Policy Detail Form Template
|
Field Description |
Merge Field Name |
|
Customer Database |
|
|
Current Date |
DATE |
|
Customer Code |
CCODE |
|
Customer Name |
NAME |
|
Customer Salutation |
SALUTE |
|
Customer Goes-By |
GOES_BY |
|
Customer Home Address- Line 1 |
H_ADDRESS1 |
|
Customer Home Address - Line 2 |
H_ADDRESS2 |
|
Customer City and Province |
H_CITYPROV |
|
Customer Postal Code |
H_POSTZIP |
|
Customer Home Telephone |
H_PHONE |
|
Customer Home Fax |
FAX |
|
Customer Cellular Telephone |
CELLULAR |
|
Customer Cottage Telephone |
COT_PHONE |
|
Customer Holiday Telephone |
HOL_PHONE |
|
Customer Business Address – Line 1 |
B_ADDRESS1 |
|
Customer Business Address – Line 2 |
B_ADDRESS2 |
|
Customer Business City and Province |
B-CITYPROV |
|
Customer Business Postal Code |
B_POSTZIP |
|
Customer Business Telephone |
BUS_PHONE |
|
Customer Business Extension |
BUS_EXT |
|
Customer Business Fax |
B_FAX |
|
Customer Business Toll Free |
B_TOLLFREE |
|
Customer Business Additional Phone |
B_PHONE2 |
|
Customer Business Pager |
B_PAGER |
|
Customer E-Mail Address |
|
|
Customer Date of Birth |
DATE_BIRTH |
|
Customer Language |
LANG |
|
Customer Age |
AGE |
|
Customer Sex |
SEX |
|
Customer Marital Status |
MARITAL |
|
Customer Sector Code |
SECTCODE |
|
Customer Fax |
FAX |
|
Customer Tax Zone |
TAXZONE |
|
Customer Occupation |
OCCUPATION |
|
Customer Employer Name |
EMPLOYER |
|
Customer Employer Address - Line1 |
E_ADDRESS1 |
|
Customer Employer Address - Line2 |
E_ADDRESS2 |
|
Customer Employer City and Province |
E_CITYPROV |
|
Customer Employer Postal Code |
E_POSTZIP |
|
Customer Referred By |
REF_BY |
|
Personal Automobile Renewal Date |
AUTODATE |
|
Habitational Renewal |
HOMEDATE |
|
Life and Disability Renewal Date |
LIFEDATE |
|
Commercial Automobile Renewal Date |
COMMAUTO |
|
Commercial Business Renewal Date |
COMMBUS |
|
Customer Since |
CUST_SINCE |
|
Customer Balance |
BALANCE |
|
User Name |
USERNAME |
|
Producer (from the Policy Screen) |
|
|
Producer Code |
PCODE |
|
Producer Name |
PROD_NAME |
|
Producer Title |
PROD_TITLE |
|
Producer Address - Line 1 |
PROD_ADD1 |
|
Producer Address - Line 2 |
PROD_ADD2 |
|
Producer City and Province |
PROD_CITY |
|
Producer Postal Code |
PROD_POST |
|
Producer Telephone |
PROD_PHONE |
|
Producer Cellular |
PROD_CELL |
|
Producer Pager |
PROD_PAGER |
|
Branch Office (From the Policy Screen) |
|
|
Branch Office Code |
BRANCHCODE |
|
Branch Office Name |
BRAN_NAME |
|
Branch Office Address – Line 1 |
BRAN_ADD1 |
|
Branch Office Address – Line 2 |
BRAN_ADD2 |
|
Branch Office City and Province |
BRAN_CITY |
|
Branch Office Postal Code |
BRAN_POST |
|
Branch Office Telephone |
BRAN_TEL |
|
Branch Office Fax |
BRAN_FAX |
|
Policy Database Information |
|
|
Policy Number |
POLICYNUM |
|
Binder (Yes or No) |
BINDER |
|
Policy Holder Name |
POLICYNAME |
|
Policy Effective Date |
EFFECTIVE |
|
Policy Expiry Date |
EXPIRY |
|
Policy Premium |
PREMIUM |
|
Last Updated |
UPDATED |
|
Agency or Direct Bill |
AGEN_DIR |
|
Line of Business Code |
BUSCODE |
|
Tax |
TAX |
|
Policy Cancelled |
CANCELLED |
|
Cancellation Date |
CAN_DATE |
|
Insurer Database Information |
|
|
Insurance Company Code |
INS_CODE |
|
Insurance Company Name |
INS_NAME |
|
Insurance Company Address - Line 1 |
INS_ADD1 |
|
Insurance Company Address - Line 2 |
INS_ADD2 |
|
Insurance Company City and Province |
INS_CITY |
|
Insurance Company Postal Code |
INS_POSTAL |
|
Insurance Company Telephone |
INS_TEL |
|
Insurance Company Fax |
INS_FAX |
|
Vehicle Database Information |
|
|
Vehicle Year |
YEAR |
|
Vehicle Code |
VEHCODE |
|
Vehicle Make |
MAKE |
|
Vehicle Model |
MODEL |
|
Vehicle Territory |
TERRITORY |
|
Vehicle Displacement |
DISPL |
|
Vehicle Body Type |
BODY_TYPE |
|
Vehicle Number of Cylinders |
CYLINDERS |
|
Vehicle Weight |
WEIGHT |
|
Vehicle Identification Number |
VIN |
|
Vehicle Use |
VEH_USE |
|
Vehicle Commute Distance |
COMMUTE |
|
Vehicle Kms Driven Annually |
ANNUAL_DR |
|
Vehicle Lienholder / Lessor |
LIENHOLDER |
|
Vehicle Lienholder Address – Line 1 |
L_ADDRESS1 |
|
Vehicle Lienholder Address – Line 2 |
L_ADDRESS2 |
|
Vehicle Lienholder City and Province |
L_CITYPROV |
|
Vehicle Lienholder Postal Code |
L_POSTAL |
|
Vehicle Lienholder Province |
L_PROV |
|
Vehicle Number |
VNO |
|
Vehicle Rate Class |
RATE_CLASS |
|
Driving Record – Bodily Injury |
DRIVING_A |
|
Driving Record – Property Damage |
DRIVING_C |
|
Vehicle Rate Group(s) Coll/DC |
RATE_GROUP |
|
Vehicle Rate Group – Comprehensive |
RATE2GROUP |
|
Vehicle Rate Group – Acc. Benefits |
RATE3GROUP |
|
Vehicle Claim Surcharge Percentage |
CLAIM_SUR |
|
Vehicle Conviction Surcharge % |
CONV_SUR |
|
Vehicle Discount Percentage |
DISC_PERC |
|
% Vehicle Drive by Driver 1 |
DRIV1 |
|
% Vehicle Drive by Driver 2 |
DRIV2 |
|
% Vehicle Drive by Driver 3 |
DRIV3 |
|
% Vehicle Drive by Driver 4 |
DRIV4 |
|
% Vehicle Drive by Driver 5 |
DRIV5 |
|
Vehicle License Plate |
LICENSE |
|
Vehicle License Province |
LICPROV |
|
Vehicle Purchase Date |
DTPUR |
|
Vehicle New / Used |
NEWUSED |
|
Vehicle Purchase Price |
PURPR |
|
Vehicle List Price |
LIST |
|
Vehicle Facility (Y/N) |
FACIN |
|
Carry Goods for Compensation (Y/N) |
GOODS |
|
Rent / Lease (Y/N) |
RENT |
|
Carry Passengers for Compensation (Y/N) |
CARRY |
|
Explosive / Radioactive Material (Y/N) |
EXPLO |
|
Car Pool (Y/N) |
CARUE |
|
Car Pool Number of Passengers |
NOPAS |
|
Anti-theft Device |
ANTD |
|
Type of Fuel |
POWER_REM |
|
Modification (Y/N) |
MODIN |
|
Existing Unrepaired Damage |
EXREP |
|
Multi-car Discount (Y/N) |
MULTI |
|
Driving Record – Collision / AP |
DRTPD |
|
Driving Record – Acc. Benefits |
DRAB |
|
Driving Record – DC / PD |
DRDC |
|
Pre-inspection Completed |
VEHIN |
|
Vehicle Registration Number |
REG_NO |
|
Vehicle Decal Number |
DECAL_NO |
|
Driver Database Information |
|
|
Driver Name |
DRNAME |
|
Driver License Number |
DRLICENSE |
|
Driver Province |
DRPROV |
|
Driver Birth Date |
DR_BIRTH |
|
Driver Age |
DR_AGE |
|
Driver Sex (M/F) |
DR_SEX |
|
Driver Marital Status |
DR_MARITAL |
|
Preferred Driver |
YOUNG_DR |
|
License Class |
CLASS |
|
Years Licensed |
YEARS_LIC |
|
Driver Number |
DRNO |
|
Date First Licensed |
FIRST_LIC |
|
Number of Claims |
NO_CLAIMS |
|
Number of Convictions |
NO_CONV |
|
Years Licensed – Class Code #2 |
LICDT |
|
Restricted (Y/N) |
REIND |
|
Driver Relation to Applicant |
DRACD_REM |
|
Distance Driver (Y/N) |
DSDIN |
|
Disability (Y/N) |
DISIN |
|
Defensive Driving (Y/N) |
DDIND |
|
License Suspension (Y/N) |
LICSV |
|
Cancelled/Refused Reason |
RSVP_REM |
|
Date Hired |
HIRDT |
|
Date First Licensed – Class Code #2 |
DTLIC |
|
License Class Code #2 |
LICCD |
|
Date Last MVR |
MVRDT |
|
Non-Smoker (Y/N) |
NONSK |
|
Preferred Driver Qualification (Y/N) |
PDPRF |
|
Retiree Discount (Y/N) |
RETIR |
|
Coverages Database |
|
|
Bodily Injury Limit |
BILIM |
|
Bodily Injury Premium |
BIPREM |
|
Property Damage Limit |
PDLIM |
|
Property Damage Premium |
PDPREM |
|
Accident Benefits Limit |
ABLIMIT |
|
Accident Benefits Premium |
ABPREM |
|
Death Benefits & Dismemberment Limit – Quebec QEF 34 |
ABLIMIT1 |
|
Death Benefits & Dismemberment Premium – Quebec QEF 34 |
ABPREM1 |
|
Medical Expenses Per Person Limit – Quebec QEF 34 |
ABLIMIT2 |
|
Medical Expenses Per Person Premium – QEF 34 |
ABPREM2 |
|
Total Disability Max Weekly Benefit Limit – Quebec QEF 34 |
ABLIMIT3 |
|
Total Disability Max Weekly Benefit Premium – Quebec QEF 34 |
ABPREM3 |
|
Income Replacement Limit |
IRLIM |
|
Income Replacement Premium |
IRPREM |
|
Caregiver & Dependant Premium |
CAREPREM |
|
Medical, Rehabilitation Premium |
MEDPREM |
|
Death & Funeral Premium |
DEATHPREM |
|
Indexation Benefits Premium |
INDEXPREM |
|
Direct Compensation Deductible |
DCDED |
|
Direct Compensation Premium |
DCPREM |
|
All Perils Deductible |
APDED |
|
All Perils Premium |
APPREM |
|
Collision / Upset Deductible |
COLLDED |
|
Collision / Upset Premium |
COLLPREM |
|
Comprehensive Deductible |
COMPDED |
|
Comprehensive Premium |
COMPPREM |
|
Specified Perils Deductible |
SPDED |
|
Specified Perils Premium |
SPPREM |
|
Uninsured Automobile Premium |
UIMPREM |
|
OEF 44 / QEF 34 Limit |
OEF44LIM |
|
OEF 44 / QEF 34 Premium |
OEF44PREM |
|
Other Coverage #1 Code |
OTH1COV |
|
Other Coverage #1 Description |
OTH1 |
|
Other Coverage #1 Limit |
OTH1LIM |
|
Other Coverage # 1 Premium |
OTH1PREM |
|
Other Coverage #2 Code |
OTH2COV |
|
Other Coverage #2 Description |
OTH2 |
|
Other Coverage #2 Limit |
OTH2LIM |
|
Other Coverage # 2 Premium |
OTH2PREM |
|
Other Coverage #3 Code |
OTH3COV |
|
Other Coverage #3 Description |
OTH3 |
|
Other Coverage #3 Limit |
OTH3LIM |
|
Other Coverage # 3 Premium |
OTH3PREM |
|
Other Coverage #4 Code |
OTH4CCOV |
|
Other Coverage #4 Description |
OTH4 |
|
Other Coverage #4 Limit |
OTH4LIM |
|
Other Coverage #4 Premium |
OTH4PREM |
|
Other Coverage #5 Code |
OTH5COV |
|
Other Coverage #5 Description |
OTH5 |
|
Other Coverage #5 Limit |
OTH5LIM |
|
Other Coverage #5 Premium |
OTH5PREM |
|
Other Coverage #6 Code |
OTH6COV |
|
Other Coverage #6 Description |
OTH6 |
|
Other Coverage #6 Limit |
OTH6LIM |
|
Other Coverage #6 Premium |
OTH6PREM |
|
Other Coverage #7 Code |
OTH7COV |
|
Other Coverage #7 Description |
OTH7 |
|
Other Coverage #7 Limit |
OTH7LIM |
|
Other Coverage #7 Premium |
OTH7PREM |
|
Other Coverage #8 Code |
OTH8COV |
|
Other Coverage #8 Description |
OTH8 |
|
Other Coverage #8 Limit |
OTH8LIM |
|
Other Coverage #8 Premium |
OTH8PREM |
|
Vehicle Premium |
VEH_PREM |
|
Additional Named Insured name |
INAME |
|
Additional Named Insured Address 1 |
ADDRESS1 |
|
Additional Named Insured Address 2 |
ADDRESS2 |
|
Additional Named Insured City/Prov |
CITYPROV |
|
Add’l Named Ins’d Postal / Zip Code |
POSTZIP |
Automobile Policy Summary Form Template
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|
Field Description |
Merge Field Name |
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|
Vehicle Database |
||
|
|
Vehicle 1 Year |
YEAR1 |
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Vehicle 1 Make |
MAKE1 |
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Vehicle 1 Model |
MODEL1 |
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|
Vehicle 1 Identification Number |
VIN1 |
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Vehicle 1 Use |
VEH_USE1 |
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Vehicle 1 Commute Distance |
COMMUTE1 |
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Vehicle 1 Kms Driven Annually |
ANNUAL_DR1 |
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Vehicle 1 Lienholder / Lessor |
LIENHOLD1 |
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Vehicle 1 Lienholder City |
L_CITY1 |
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Vehicle 1 Number |
VNO1 |
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Vehicle 1 Rate Class |
RATECLASS1 |
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Vehicle 1 Rate Group |
RATEGROUP1 |
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|
Vehicle 2 Year |
YEAR2 |
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Vehicle 2 Make |
MAKE2 |
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Vehicle 2 Model |
MODEL2 |
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Vehicle 2 Identification Number |
VIN2 |
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Vehicle 2 Use |
VEH_USE2 |
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Vehicle 2 Commute Distance |
COMMUTE2 |
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Vehicle 2 Kms Driven Annually |
ANNUAL_DR2 |
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Vehicle 2 Lienholder / Lessor |
LIENHOLD2 |
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Vehicle 2 Lienholder City |
L_CITY2 |
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Vehicle 2 Number |
VNO2 |
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Vehicle 2 Rate Class |
RATECLASS2 |
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Vehicle 2 Rate Group |
RATEGROUP2 |
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Vehicle 3 Year |
YEAR3 |
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Vehicle 3 Make |
MAKE3 |
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Vehicle 3 Model |
MODEL3 |
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|
Vehicle 3 Identification Number |
VIN3 |
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Vehicle 3 Use |
VEH_USE3 |
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Vehicle 3 Commute Distance |
COMMUTE3 |
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Vehicle 3 Kms Driven Annually |
ANNUAL_DR3 |
|
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|
Vehicle 3 Lienholder / Lessor |
LIENHOLD3 |
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|
Vehicle 3 Lienholder City |
L_CITY3 |
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Vehicle 3 Number |
VNO3 |
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Vehicle 3 Rate Class |
RATECLASS3 |
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Vehicle 3 Rate Group |
RATEGROUP3 |
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Vehicle 4 Year |
YEAR4 |
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|
Vehicle 4 Make |
MAKE4 |
|
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|
Vehicle 4 Model |
MODEL4 |
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Vehicle 4 Identification Number |
VIN4 |
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Vehicle 4 Use |
VEH_USE4 |
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Vehicle 4 Commute Distance |
COMMUTE4 |
|
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Vehicle 4 Kms Driven Annually |
ANNUAL_DR4 |
|
|
|
Vehicle 4 Lienholder |
LIENHOLD4 |
|
|
|
Vehicle 4 Lienholder City |
L_CITY4 |
|
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|
Vehicle 4 Number |
VNO4 |
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|
|
Vehicle 4 Rate Class |
RATECLASS4 |
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|
Vehicle 4 Rate Group |
RATEGROUP4 |
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Vehicle 5 Year |
YEAR5 |
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Vehicle 5 Make |
MAKE5 |
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|
Vehicle 5 Model |
MODEL5 |
|
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|
Vehicle 5 Identification Number |
VIN5 |
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Vehicle 5 Use |
VEH_USE5 |
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Vehicle 5 Commute Distance |
COMMUTE5 |
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Vehicle 5 Kms Driven Annually |
ANNUAL_DR5 |
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Vehicle 5 Lienholder |
LIENHOLD5 |
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Vehicle 5 Lienholder City |
L_CITY5 |
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Vehicle 5 Number |
VNO5 |
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Vehicle 5 Rate Class |
RATECLASS5 |
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Vehicle 5 Rate Group |
RATEGROUP5 |
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Driver Database Information |
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|
|
Driver 1 Name |
DRNAME1 |
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Driver 1 License Number |
DRLICENSE1 |
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Driver 1 Birth Date |
DR_BIRTH1 |
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Driver 1 Age |
DR_AGE1 |
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Driver 1 Sex (M/F) |
DR_SEX1 |
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Driver 1 License Class |
CLASS1 |
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Driver 1 Years Licensed |
YEARS_LIC1 |
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Driver 1 Number |
DRNO1 |
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Driver 1 Number of Claims |
NO_CLAIMS1 |
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Driver 1 Number of Convictions |
NO_CONV1 |
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Driver 2 Name |
DRNAME2 |
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Driver 2 License Number |
DRLICENSE2 |
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Driver 2 Birth Date |
DR_BIRTH2 |
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Driver 2 Age |
DR_AGE2 |
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Driver 2 Sex (M/F) |
DR_SEX2 |
|
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Driver 2 License Class |
CLASS2 |
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Driver 2 Years Licensed |
YEARS_LIC2 |
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Driver 2 Number |
DRNO2 |
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Driver 2 Number of Claims |
NO_CLAIMS2 |
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Driver 2 Number of Convictions |
NO_CONV2 |
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Driver 3 Name |
DRNAME3 |
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Driver 3 License Number |
DRLICENSE3 |
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Driver 3 Birth Date |
DR_BIRTH3 |
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Driver 3 Age |
DR_AGE3 |
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|
Driver 3 Sex (M/F) |
DR_SEX3 |
|
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Driver 3 License Class |
CLASS3 |
|
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Driver 3 Years Licensed |
YEARS_LIC3 |
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|
Driver 3 Number |
DRNO3 |
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|
Driver 3 Number of Claims |
NO_CLAIMS3 |
|
|
|
Driver 3 Number of Convictions |
NO_CONV3 |
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|
Driver 4 Name |
DRNAME4 |
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|
Driver 4 License Number |
DRLICENSE4 |
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|
Driver 4 Birth Date |
DR_BIRTH4 |
|
|
|
Driver 4 Age |
DR_AGE4 |
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|
Driver 4 Sex (M/F) |
DR_SEX4 |
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|
Driver 4 License Class |
CLASS4 |
|
|
|
Driver 4 Years Licensed |
YEARS_LIC4 |
|
|
|
Driver 4 Number |
DRNO4 |
|
|
|
Driver 4 Number of Claims |
NO_CLAIMS4 |
|
|
|
Driver4 Number of Cinvictions |
NO_CONV4 |
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|
Driver 5 Name |
DRNAME5 |
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|
Driver 5 License Number |
DRLICENSE5 |
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Driver 5 Birth Date |
DR_BIRTH5 |
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|
Driver 5 Age |
DR_AGE5 |
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|
|
Driver 5 Sex (M/F) |
DR_SEX5 |
|
|
|
Driver 5 License Class |
CLASS5 |
|
|
|
Driver 5 Years Licensed |
YEARS_LIC5 |
|
|
|
Driver 5 Number |
DRNO5 |
|
|
|
Driver 5 Number of Claims |
NO_CLAIMS5 |
|
|
|
Driver 5 Number of Convictions |
NO_CONV5 |
|
|
Vehicle Database Information |
|
||
|
|
Vehicle 1 Bodily Injury Limit |
BILIM1 |
|
|
|
Vehicle 1 Bodily Injury Premium |
BIPREM1 |
|
|
|
Vehicle 1 Property Damage Premium |
PDPREM1 |
|
|
|
Vehicle 1 Accident Benefit Premium |
ABPREM1 |
|
|
|
Vehicle 1 Direct Comp. Deductible |
DCDED1 |
|
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|
Vehicle 1 Direct Comp. Premium |
DCPREM1 |
|
|
|
Veh. 1 All Perils/Collision Deductible |
AP_COLDED1 |
|
|
|
Veh. 1 All Perils/Collision Premium |
AP_COLPR1 |
|
|
|
Veh. 1 Specified Perils/Comp. Ded. |
SP_COMDED1 |
|
|
|
Veh. 1 Specified Perils/Comp. Premium |
SP_COMPR1 |
|
|
|
Vehicle 1 Total Premium |
PREMIUM1 |
|
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|
Vehicle 2 Bodily Injury Limit |
BILIM2 |
|
|
|
Vehicle 2 Bodily Injury Premium |
BIPREM2 |
|
|
|
Vehicle 2 Property Damage Premium |
PDPREM2 |
|
|
|
Vehicle 2 Accident Benefit Premium |
ABPREM2 |
|
|
|
Vehicle 2 Direct Comp. Deductible |
DCDED2 |
|
|
|
Vehicle 2 Direct Comp. Premium |
DCPREM2 |
|
|
|
Veh. 2 All Perils/Collision Deductible |
AP_COLDED2 |
|
|
|
Veh. 2 All Perils/Collision Premium |
AP_COLPR2 |
|
|
|
Veh. 2 Specified Perils/Comp. Ded. |
SP_COMDED2 |
|
|
|
Veh. 2 Specified Perils/Comp. Premium |
SP_COMPR2 |
|
|
|
Vehicle 2 Total Premium |
PREMIUM2 |
|
|
|
Vehicle 3 Bodily Injury Limit |
BILIM3 |
|
|
|
Vehicle 3 Bodily Injury Premium |
BIPREM3 |
|
|
|
Vehicle 3 Property Damage Premium |
PDPREM3 |
|
|
|
Vehicle 3 Accident Benefit Premium |
ABPREM3 |
|
|
|
Vehicle 3 Direct Comp. Deductible |
DCDED3 |
|
|
|
Vehicle 3 Direct Comp. Premium |
DCPREM3 |
|
|
|
Veh. 3 All Perils/Collision Deductible |
AP_COLDED3 |
|
|
|
Veh. 3 All Perils/Collision Premium |
AP_COLPR3 |
|
|
|
Veh. 3 Specified Perils/Comp. Ded. |
SP_COMDED3 |
|
|
|
Veh. 3 Specified Perils/Comp. Premium |
SP_COMPR3 |
|
|
|
Vehicle 3 Total Premium |
PREMIUM3 |
|
|
|
Vehicle 4 Bodily Injury Limit |
BILIM4 |
|
|
|
Vehicle 4 Bodily Injury Premium |
BIPREM4 |
|
|
|
Vehicle 4 Property Damage Premium |
PDPREM4 |
|
|
|
Vehicle 4 Accident Benefit Premium |
ABPREM4 |
|
|
|
Vehicle 4 Direct Comp. Deductible |
DCDED4 |
|
|
|
Vehicle 4 Direct Comp. Premium |
DCPREM4 |
|
|
|
Veh. 4 All Perils/Collision Deductible |
AP_COLDED4 |
|
|
|
Veh. 4 All Perils Collision Premium |
AP_COLPR4 |
|
|
|
|||