POWER BROKER 4 - Word Merge Fields for PB4 - Appendix C
 

Power Broker – WORD merge fields
Appendix C
Power Broker/MSWord97ฎ 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 EMAIL
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 EMAIL
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 EMAIL
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 EMAIL
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

Field Description Merge Field Name
Vehicle Database
Vehicle 1 Year YEAR1
Vehicle 1 Make MAKE1
Vehicle 1 Model MODEL1
Vehicle 1 Identification Number VIN1
Vehicle 1 Use VEH_USE1
Vehicle 1 Commute Distance COMMUTE1
Vehicle 1 Kms Driven Annually ANNUAL_DR1
Vehicle 1 Lienholder / Lessor LIENHOLD1
Vehicle 1 Lienholder Address L_CITY1
Vehicle 1 Number VNO1
Vehicle 1 Rate Class RATECLASS1
Vehicle 1 Rate Group RATEGROUP1
Vehicle 2 Year YEAR2
Vehicle 2 Make MAKE2
Vehicle 2 Model MODEL2
Vehicle 2 Identification Number VIN2
Vehicle 2 Use VEH_USE2
Vehicle 2 Commute Distance COMMUTE2
Vehicle 2 Kms Driven Annually ANNUAL_DR2
Vehicle 2 Lienholder / Lessor LIENHOLD2
Vehicle 2 Lienholder Address L_CITY2
Vehicle 2 Number VNO2
Vehicle 2 Rate Class RATECLASS2
Vehicle 2 Rate Group RATEGROUP2
Vehicle 3 Year YEAR3
Vehicle 3 Make MAKE3
Vehicle 3 Model MODEL3
Vehicle 3 Identification Number VIN3
Vehicle 3 Use VEH_USE3
Vehicle 3 Commute Distance COMMUTE3
Vehicle 3 Kms Driven Annually ANNUAL_DR3
Vehicle 3 Lienholder / Lessor LIENHOLD3
Vehicle 3 Lienholder Address L_CITY3
Vehicle 3 Number VNO3
Vehicle 3 Rate Class RATECLASS3
Vehicle 3 Rate Group RATEGROUP3
Vehicle 4 Year YEAR4
Vehicle 4 Make MAKE4
Vehicle 4 Model MODEL4
Vehicle 4 Identification Number VIN4
Vehicle 4 Use VEH_USE4
Vehicle 4 Commute Distance COMMUTE4
Vehicle 4 Kms Driven Annually ANNUAL_DR4
Vehicle 4 Lienholder LIENHOLD4
Vehicle 4 Lienholder Address L_CITY4
Vehicle 4 Number VNO4
Vehicle 4 Rate Class RATECLASS4
Vehicle 4 Rate Group RATEGROUP4
Vehicle 5 Year YEAR5
Vehicle 5 Make MAKE5
Vehicle 5 Model MODEL5
Vehicle 5 Identification Number VIN5
Vehicle 5 Use VEH_USE5
Vehicle 5 Commute Distance COMMUTE5
Vehicle 5 Kms Driven Annually ANNUAL_DR5
Vehicle 5 Lienholder LIENHOLD5
Vehicle 5 Lienholder Address L_CITY5
Vehicle 5 Number VNO5
Vehicle 5 Rate Class RATECLASS5
Vehicle 5 Rate Group RATEGROUP5
Driver Database Information  
Driver 1 Name DRNAME1
Driver 1 License Number DRLICENSE1
Driver 1 Birth Date DR_BIRTH1
Driver 1 Age DR_AGE1
Driver 1 Sex (M/F) DR_SEX1
Driver 1 License Class CLASS1
Driver 1 Years Licensed YEARS_LIC1
Driver 1 Number DRNO1
Driver 1 Number of Claims NO_CLAIMS1
Driver 1 Number of Convictions NO_CONV1
Driver 2 Name DRNAME2
Driver 2 License Number DRLICENSE2
Driver 2 Birth Date DR_BIRTH2
Driver 2 Age DR_AGE2
Driver 2 Sex (M/F) DR_SEX2
Driver 2 License Class CLASS2
Driver 2 Years Licensed YEARS_LIC2
Driver 2 Number DRNO2
Driver 2 Number of Claims NO_CLAIMS2
Driver 2 Number of Convictions NO_CONV2
Driver 3 Name DRNAME3
Driver 3 License Number DRLICENSE3
Driver 3 Birth Date DR_BIRTH3
Driver 3 Age DR_AGE3
Driver 3 Sex (M/F) DR_SEX3
Driver 3 License Class CLASS3
Driver 3 Years Licensed YEARS_LIC3
Driver 3 Number DRNO3
Driver 3 Number of Claims NO_CLAIMS3
Driver 3 Number of Convictions NO_CONV3
Driver 4 Name DRNAME4
Driver 4 License Number DRLICENSE4
Driver 4 Birth Date DR_BIRTH4
Driver 4 Age DR_AGE4
Driver 4 Sex (M/F) DR_SEX4
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
Driver 5 Name DRNAME5
Driver 5 License Number DRLICENSE5
Driver 5 Birth Date DR_BIRTH5
Driver 5 Age DR_AGE5
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
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
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
Veh. 4 Specified Perils/Comp. Ded. SP_COMDED4
Veh. 4 Specified Perils/Comp. Premium SP_COMPR4
Vehicle 4 Total Premium PREMIUM4
Vehicle 5 Bodily Injury Limit BILIM5
Vehicle 5 Bodily Injury Premium BIPREM5
Vehicle 5 Property Damage Premium PDPREM5
Vehicle 5 Accident Benefit Premium ABPREM5
Vehicle 5 Direct Comp. Deductible DCDED5
Vehicle 5 Direct Comp. Premium DCPREM5
Veh. 5 All Perils/Collision Deductible AP_COLDED5
Veh. 5 All Perils/Collision Premium AP_COLPR5
Veh. 5 Specified Perils/Comp. Ded. SP_COMDED5
Veh. 5 Specified Perils/Comp. Premium SP_COMPR5
Vehicle 5 Total Premium PREMIUM5

HABITATIONAL POLICY DETAIL FORM TEMPLATE

Field Description Merge Field Name
Policy Database
Property Number PRNO
Property Address ADDRESS1
Property City and Province CITYPROV
Property First Payee Name PAYEE
First Payee Address P_ADDRESS1
First Payee City and Province P_CITYPROV
First Payee Nature of Interest NATURE1
Second Payee Name PAYEE2
Second Payee Address P_ADDRESS2
Second Payee City and Province P_CITY2
Second Payee Nature of Interest NATURE2
Third Payee PAYEE3
Third Payee Address P_ADDRESS3
Third Payee City and Province P_CITY3
Third Payee Nature of Interest NATURE3
Non-Smokers Discount Premium SMOK_PREM
Non-Smokers Discount Remarks SMOK_REM
Senior Citizen Discount Premium SEN_PREM
Senior Citizen Discount Remarks SEN_REM
Claims Free Discount Premium CLAIM_PREM
Claims Free Discount Remarks CLAIM_REM
New Home Discount Premium NEWH_PREM
New Home Discount Remarks NEWH_REM
Multiple Policy Discount Premium MP_PREM
Multiple Policy Discount Remarks MP_REM
Premises Alarm Discount Premium BURG_PREM
Premises Alarm Discount Remarks BURG_REM
Sewer Backup Coverage Limit SEWERLIMIT
Sewer Backup CoveragePremium SEWERPREM
Sewer Backup Coverage Remarks SEWER_REM
Earthquake Coverage Limit EARTHLIMIT
Earthquake Coverage Premium EARTHPREM
Earthquake Coverage Remarks EARTH_REM
Guaranteed Replacement Cost Building- Coverage Limit REPL_LIMIT
Guar. Rep. Cost Bldg. Cov. Premium REPL_PREM
Guar. Rep. Cost Bldg. Cov. Remarks REPL_REM
Replacement Cost Contents – Coverage Limit REP2_LIMIT
Rep. Cost Contents – Cov. Premium REP2_PREM
Rep. Cost Contents – Cov. Remarks REP2_REM
Rental Income Coverage Limit RENT_LIMIT
Rental Income Coverage Premium RENT_PREM
Rental Income Coverage Remarks RENT_REM
Mass Evacuation Coverage Limit MASS_LIMIT
Mass Evacuation Coverage Premium MASS_PREM
Mass Evacuation Coverage Remarks MASS_REM
Condo Additional Protection Limit NPAP_LIMIT
Condo Additional Protection Premium NPAP_PREM
Condo Additional Protection Remarks NPAP_REM
Dwelling Building Limit DWELLING
Dwelling Building Premium DWELPREM
Dwelling Building Remarks DWEL_REM
Detached Private Structures Limit STRUCTURES
Detached Private Structures Premium STRUCTPREM
Detached Private Structures Remarks STRUCT_REM
Personal Property Limit PERSONAL
Personal Property Premium PERSPREM
Personal Property Remarks PERS_REM
Additional Living Expense Limit ADDITIONAL
Additional Living Expense Premium ADDIPREM
Additional Living Expense Remarks ADDI_REM
Legal Liability Limit LEGAL
Legal Liability Premium LEGALPREM
Legal Liability Remarks LEGAL_REM
Voluntary Medical Payments Limit MEDICAL
Voluntary Medical Payments Premium MEDPREM
Voluntary Medical Payments Remarks MED_REM
Voluntary Property Damage Limit P_DAMAGE
Voluntary Property Damage Premium P_DAMPREM
Voluntary Property Damage Remarks P_DAM_REM
Single Limit Policy Limit SINGLE
Single Limit Policy Premium SINGPREM
Single Limit Policy Remarks SING_REM
Total Property Premium Amount PREM_AMT
Additional Coverage 1 Description HACOV1DESC
Additional Coverage 1 Limit HACOV1LIM
Additional Coverage 1 Premium HACOV1PREM
Additional Coverage 1 Remarks HACOV1REM
Additional Coverage 2 Description HACOV2DESC
Additional Coverage 2 Limit HACOV2LIM
Additional Coverage 2 Premium HACOV2PREM
Additional Coverage 2 Remarks HACOV2REM
Additional Coverage 3 Description HACOV3DESC
Additional Coverage 3 Limit HACOV3LIM
Additional Coverage 3 Premium HACOV3PREM
Additional Coverage 3 Remarks HACOV3REM
Additional Coverage 4 Description HACOV4DESC
Additional Coverage 4 Limit HACOV4LIM
Additional Coverage 4 Premium HACOV4PREM
Additional Coverage 4 Remarks HACOV4REM
Additional Coverage 5 Description HACOV5DESC
Additional Coverage 5 Limit HACOV5LIM
Additional Coverage 5 Premium HACOV5PREM
Additional Coverage 5 Remarks HACOV5REM
Additional Coverage 6 Description HACOV6DESC
Additional Coverage 6 Limit HACOV6LIM
Additional Coverage 6 Premium HACOV6PREM
Additional Coverage 6 Remarks HACOV6REM
Additional Coverage 7 Description HACOV7DESC
Additional Coverage 7 Limit HACOV7LIM
Additional Coverage 7 Premium HACOV7PREM
Additional Coverage 7 Remarks HACOV7REM
Additional Coverage 8 Description HACOV8DESC
Additional Coverage 8 Limit HACOV8LIM
Additional Coverage 8 Premium HACOV8PREM
Additional Coverage 8 Remarks HACOV8REM
Additional Coverage 9 Description HACOV9DESC
Additional Coverage 9 Limit HACOV9LIM
Additional Coverage 9 Premium HACOV9PREM
Additional Coverage 9 Remarks HACOV9REM
Policy Deductible DEDUCTIBLE
Policy Form Description PACKAGE
Construction Type CONSTR1
Year Built YRBLT
Number of Families NOFAM
Number of Storeys NSTORY
Ground Floor GRFLOOR
Replacement Cost RCOST
Structure STRUCTURE
Occupancy OCCUPANCY
Town ID Code TERCD
Distance to Fire Hydrant HYD_DIST
Fire Hydrant Type HYD_TYPE
Distance to Fire Hall FH_DIST
Rating Method RATING
Number of Rooms Rented NOAPT
Fire Hall Name RESFH
Fire Alarm FIRE
Burglar Alarm BURG
Smoke Alarm SMOK
Sprinkler Code SPLCD
Swimming Pool SWIMMING
Renovation Upgrade - Electric CDYR1
Renovation Upgrade – Heat CDYR2
Renovation Upgrade – Plumbing CDYR3
Renovation Upgrade – Roof CDYR4
Renovation Upgrade – Other CDYR5
Primary Heating Apparatus PRIM_HEAT
Primary Fuel Type PRIM_FUEL
Primary Heat Installed Professionally (Y/N) HAIC
Under Construction (Y/N) VCIND
Commercial Operation at this Location (Y/N) BSIND
Auxiliary Heating Apparatus AUX_HEAT
Auxiliary Fuel Type AUX_FUEL
Auxiliary Heat Installed Professionally (Y/N) HAIC2
Solid Fuel Questionnaire Attached (Y/N) QUEST
CSA, ULC or WH Approved CSA
Oil Tank Year OIL
Residence Condition RESIDENCE
Premises Access Security Code SECUR
Construction Type II CONSTR2
Construction Type III CONSTR3
Business Exposure Type BUS_TYPE
Number of Saddle / Draft Animals ANIMALS
Daycare (Y / N) DAYCARE
Daycare – Number of Children CHILDREN
Incidental Office Use (Y/ N) OFFUSE
Other Income Opportunities OINCOME
Co-occupant Coverage Required (Y/N) CO_OCC
Other Exposures (Y/N) OTH_EXP
Remarks REMARKS1
Remarks REMARKS2
Remarks REMARKS3
Remarks REMARKS4
Remarks REMARKS5
Remarks REMARKS6

COMMERCIAL BUSINESS POLICY DETAIL FORM TEMPLATE

Field Description Merge Field Name
Customer Database
Current Date DATE
Customer Name NAME
Customer Salutation SALUTE
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
Commercial Business Policy Database
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
Tax Region TAXZONE
Producer (from the Policy Screen)
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 Cell Phone PROD_CELL
Producer Pager PROD_PAGER
Producer Code PCODE
Policy Database
Policy Number POLICYNUM
Binder (Yes or No) BINDER
Policy Holder Name POLICYNAME
Insurer Database
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 / Province INS_CITY
Insurance Company Postal Code INS_POSTAL
Insurance Company Telephone INS_TEL
Insurance Company Fax INS_FAX
Policy Database
Policy Effective Date EFFECTIVE
Policy Expiry Date EXPIRY
Policy Premium PREMIUM
Tax Amount PREM_TAX
Total Policy Premium TOTAL_PREM
CSR Code CSR_CODE
CSR Name CSR_NAME
Date Policy Last Updated UPDATED
Agency / Direct Bill AGEN_DIR
Line of Business Code BUSCODE
Tax Percentage TAX
Policy Cancelled (Y / N) CANCELLED
Cancellation Date CAN_DATE
User Name USERNAME
Property Database
Property Number PRNO
Property Address ADDRESS1
Property City / Province CITYPROV
Property First Payee Name PAYEE
First Payee Address P_ADDRESS1
First Payee City / Province P_CITYPROV
Second Payee Name PAYEE2
Second Payee Address P_ADDRESS2
Second Payee City / Province P_CITY2
Third Payee PAYEE3
Third Payee Address P_ADDRESS3
Third Payee City / Province P_CITY3
Ownership Detail – Line 1 OWNER1
Ownership Detail – Line 2 OWNER2
Ownership Detail – Line 3 OWNER3
Contact CONTACT
Nature of Business – Line 1 NATURE1
Nature of Business – Line 2 NATURE2
Nature of Business – Line 3 NATURE3
Occupancy Details – Line 1 OCCUPANCY
Occupancy Details – Line 2 OCCUPANCY2
Occupancy by Others Remark – Line 1 REMARKS1
Occupancy by Others Remark – Line 2 REMARKS2
Occupancy by Others Remark – Line 3 REMARKS3
Occupancy by Others Remark – Line 4 REMARKS4
Occupancy by Others Remark – Line 5 REMARKS5
Additional Details – Line 1 REMARKS6
Additional Details – Line 2 REMARKS7
Additional Details – Line 3 REMARKS8
Additional Details – Line 4 REMARKS9
Property Year Built YRBLT
Property Ground Floor Area GRFLOOR
Property Primary Heat PRIM_HEAT
Property Wall Construction WALL
Property Roof Construction ROOF
Property Floor Construction FLOOR
Renovation Upgrade - Electric CDYR1
Renovation Upgrade – Heat CDYR2
Renovation Upgrade – Plumbing CDYR3
Renovation Upgrade – Roof CDYR4
Renovation Upgrade - Other CDYR5
Equipment Schedule Database
Equipment Item 1 Description DESC1
Date DATE1
Item 1 Deductible DED1
Item 1 Coverage Amount AMT1
Equipment Item 2 Description DESC2
Date DATE2
Item 2 Deductible DED2
Item 2 Coverage Amount AMT2
Equipment Item 3 Description DESC3
Date DATE3
Item 3 Deductible DED3
Item 3 Coverage Amount AMT3
Equipment Item 4 Description DESC4
Date DATE4
Item 4 Deductible DED4
Item 4 Coverage Amount AMT4
Equipment Item 5 Description DESC5
Date DATE5
Item 5 Deductible DED5
Item 5 Coverage Amount AMT5
Equipment Item 6 Description DESC6
Date DATE6
Item 6 Deductible DED6
Item 6 Coverage Amount AMT6
Equipment Item 7 Description DESC7
Date DATE7
Item 7 Deductible DED7
Item 7 Coverage Amount AMT7
Equipment Item 8 Description DESC8
Date DATE8
Item 8 Deductible DED8
Item 8 Coverage Amount AMT8
Equipment Item 9 Description DESC9
Date DATE9
Item 9 Deductible DED9
Item 9 Coverage Amount AMT9
Equipment Item 10 Description DESC10
Date DATE10
Item 10 Deductible DED10
Item 10 Coverage Amount AMT10
Equipment Item 11 Description DESC11
Date DATE11
Item 11 Deductible DED11
Item 11 Coverage Amount AMT11
Equipment Item 12 Description DESC12
Date DATE12
Item 12 Deductible DED12
Item 12 Coverage Amount AMT12
Equipment Item 13 Description DESC13
Date DATE13
Item 13 Deductible DED13
Item 13 Coverage Amount AMT13
Equipment Item 14 Description DESC14
Date DATE14
Item 14 Deductible DED14
Item 14 Coverage Amount AMT14
Equipment Item 15 Description DESC15
Date DATE15
Item 15 Deductible DED15
Item 15 Coverage Amount AMT15
Equipment Item 16 Description DESC16
Date DATE16
Item 16 Deductible DED16
Item 16 Coverage Amount AMT16
Equipment Item 17 Description DESC17
Date DATE17
Item 17 Deductible DED17
Item 17 Coverage Amount AMT17
Equipment Item 18 Description DESC18
Date DATE18
Item 18 Deductible DED18
Item 18 Coverage Amount AMT18
Coverages Database
Cov. 1 Coverage Type Description CDESC1
Coverage 1 Limit LIMIT1
Coverage 1 Deductible CDED1
Coverage 1 Premium PREM1
Coverage 1 Remarks CREM1
Cov. 2 Coverage Type Description CDESC2
Coverage 2 Limit LIMIT2
Coverage 2 Deductible CDED2
Coverage 2 Premium PREM2
Coverage 2 Remarks CREM2
Cov. 3 Coverage Type Description CDESC3
Coverage 3 Limit LIMIT3
Coverage 3 Deductible CDED3
Coverage 3 Premium PREM3
Coverage 3 Remarks CREM3
Cov. 4 Coverage Type Description CDESC4
Coverage 4 Limit LIMIT4
Coverage 4 Deductible CDED4
Coverage 4 Premium PREM4
Coverage 4 Remarks CREM4
Cov. 5 Coverage Type Description CDESC5
Coverage 5 Limit LIMIT5
Coverage 5 Deductible CDED5
Coverage 5 Premium PREM5
Coverage 5 Remarks CREM5
Cov. 6 Coverage Type Description CDESC6
Coverage 6 Limit LIMIT6
Coverage 6 Deductible CDED6
Coverage 6 Premium PREM6
Coverage 6 Remarks CREM6
Cov. 7 Coverage Type Description CDESC7
Coverage 7 Limit LIMIT7
Coverage 7 Deductible CDED7
Coverage 7 Premium PREM7
Coverage 7 Remarks CREM7
Cov. 8 Coverage Type Description CDESC8
Coverage 8 Limit LIMIT8
Coverage 8 Deductible CDED8
Coverage 8 Premium PREM8
Coverage 8 Remarks CREM8
Cov. 9 Coverage Type Description CDESC9
Coverage 9 Limit LIMIT9
Coverage 9 Deductible CDED9
Coverage 9 Premium PREM9
Coverage 9 Remarks CREM9
Cov. 10 Coverage Type Description CDESC10
Coverage 10 Limit LIMIT10
Coverage 10 Deductible CDED10
Coverage 10 Premium PREM10
Coverage 10 Remarks CREM10
Cov. 11 Coverage Type Description CDESC11
Coverage 11 Limit LIMIT11
Coverage 11 Deductible CDED11
Coverage 11 Premium PREM11
Coverage 11 Remarks CREM11
Cov. 12 Coverage Type Description CDESC12
Coverage 12 Limit LIMIT12
Coverage 12 Deductible CDED12
Coverage 12 Premium PREM12
Coverage 12 Remarks CREM12
Cov. 13 Coverage Type Description CDESC13
Coverage 13 Limit LIMIT13
Coverage 13 Deductible CDED13
Coverage 13 Premium PREM13
Coverage 13 Remarks CREM13
Cov. 14 Coverage Type Description CDESC14
Coverage 14 Limit LIMIT14
Coverage 14 Deductible CDED14
Coverage 14 Premium PREM14
Coverage 14 Remarks CREM14
Cov. 15 Coverage Type Description CDESC15
Coverage 15 Limit LIMIT15
Coverage 15 Deductible CDED15
Coverage 15 Premium PREM15
Coverage 15 Remarks CREM15
Cov. 16 Coverage Type Description CDESC16
Coverage 16 Limit LIMIT16
Coverage 16 Deductible CDED16
Coverage 16 Premium PREM16
Coverage 16 Remarks CREM16
Cov. 17 Coverage Type Description CDESC17
Coverage 17 Limit LIMIT17
Coverage 17 Deductible CDED17
Coverage 17 Premium PREM17
Coverage 17 Remarks CREM17
Cov. 18 Coverage Type Description CDESC18
Coverage 18 Limit LIMIT18
Coverage 18 Deductible CDED18
Coverage 18 Premium PREM18

BAHAMAS 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 EMAIL
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
Tax Amount PREM_TAX
Net Premium + Tax TOTAL_PREM
CSR Code CSR_CODE
CSR Name CSR_NAME
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
Business Function BUS_FUNC
Vehicle Make MAKE
Vehicle Model MODEL
Vehicle Territory TERRITORY
Vehicle Displacement DISPL
Vehicle Body Type BODY_TYPE
Engine Size CYLINDERS
Vehicle Identification Number VIN
Vehicle Use VEH_USE
Vehicle Lienholder / Lessor LIENHOLDER
Vehicle Lienholder Address – Line 1 L_ADDRESS1
Vehicle Lienholder Address – Line 2 L_ADDRESS2
Vehicle Lienholder - Island L_CITYPROV
Vehicle Number VNO
% Vehicle Driven by Driver 1 DRIV1
% Vehicle Driven by Driver 2 DRIV2
% Vehicle Driven by Driver 3 DRIV3
% Vehicle Driven by Driver 4 DRIV4
% Vehicle Driven by Driver 5 DRIV5
Vehicle License Plate LICENSE
Vehicle Purchase Date DTPUR
Vehicle New / Used NEWUSED
Vehicle Purchase Price PURPR
Vehicle List Price LIST
Carry Goods for Compensation (Y/N) GOODS
Rent / Lease (Y/N) RENT
Carry Passengers for Compensation (Y/N) CARRY
Car Pool (Y/N) CARUE
Anti-theft Device ANTD
Modification (Y/N) MODIN
Multi-car Discount (Y/N) MULTI
Driver Database Information  
Driver Name DRNAME
Driver License Number DRLICENSE
Driver Occupation Code OCLCD
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
Insurance Cancelled/Declined/Refused INSCA
Age of Driver DRTPL
Driving Experience DRCOL
Disability (Y/N) DISIN
Loss Experience) DRTPD
License Suspension (Y/N) LICSV
Cancelled/Refused Reason RSVP_REM
Occupation DRAB
Date First Licensed – Class Code #2 DTLIC
License Class Code #2 LICCD
Coverages Database
Bodily Injury Limit BILIM
Property Damage Limit PDLIM
Income Replacement Limit IRLIM
Caregiver & Dependant Premium CAREPREM
All Perils Deductible APDED
Collision / Upset Deductible COLLDED
Comprehensive Deductible COMPDED
Specified Perils Deductible SPDED
OEF 44 / QEF 34 Limit OEF44LIM
Other Coverage #1 Description OTH1
Other Coverage #1 Limit OTH1LIM
Other Coverage # 1 Premium OTH1PREM
Other Coverage #2 Description OTH2
Other Coverage #2 Limit OTH2LIM
Other Coverage # 2 Premium OTH2PREM
Other Coverage #3 Description OTH3
Other Coverage #3 Limit OTH3LIM
Other Coverage # 3 Premium OTH3PREM
Other Coverage #4 Description OTH4
Other Coverage #4 Limit OTH4LIM
Other Coverage #4 Premium OTH4PREM
Other Coverage #5 Description OTH5
Other Coverage #5 Limit OTH5LIM
Other Coverage #5 Premium OTH5PREM
Other Coverage #6 Description OTH6
Other Coverage #6 Limit OTH6LIM
Other Coverage #6 Premium OTH6PREM
Other Coverage #7 Description OTH7
Other Coverage #7 Limit OTH7LIM
Other Coverage #7 Premium OTH7PREM
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 Ins’d City/Prov CITYPROV
Add’l Named Ins’d Postal / Zip Code POSTZIP

BAHAMAS AUTOMOBILE POLICY SUMMARY FORM TEMPLATE

Field Description Merge Field Name
Vehicle Database
Vehicle 1 Year YEAR1
Vehicle 1 Make MAKE1
Vehicle 1 Model MODEL1
Vehicle 1 Identification Number VIN1
Vehicle 1 Use VEH_USE1
Vehicle 1 License Plate LICENSE1
Vehicle 1 Purchase Date DTPUR1
Vehicle 1 Lienholder / Lessor LIENHOLD1
Vehicle 1 Lienholder Island L_CITY1
Vehicle 1 Number VNO1
Vehicle 1 Value PURPR1
Vehicle 1 Business Function BUS_FUNC1
Vehicle 2 Year YEAR2
Vehicle 2 Make MAKE2
Vehicle 2 Model MODEL2
Vehicle 2 Identification Number VIN2
Vehicle 2 Use VEH_USE2
Vehicle 2 License Plate LICENSE2
Vehicle 2 Purchase Date DTPUR2
Vehicle 2 Lienholder / Lessor LIENHOLD2
Vehicle 2 Lienholder Island L_CITY2
Vehicle 2 Number VNO2
Vehicle 2 Value PURPR2
Vehicle 2 Business Function BUS_FUNC2
Vehicle 3 Year YEAR3
Vehicle 3 Make MAKE3
Vehicle 3 Model MODEL3
Vehicle 3 Identification Number VIN3
Vehicle 3 Use VEH_USE3
Vehicle 3 License Plate LICENSE3
Vehicle 3 Purchase Date DTPUR3
Vehicle 3 Lienholder / Lessor LIENHOLD3
Vehicle 3 Lienholder Island L_CITY3
Vehicle 3 Number VNO3
Vehicle 3 Value PURPR3
Vehicle 3 Business Function BUS_FUNC3
Vehicle 4 Year YEAR4
Vehicle 4 Make MAKE4
Vehicle 4 Model MODEL4
Vehicle 4 Identification Number VIN4
Vehicle 4 Use VEH_USE4
Vehicle 4 License Plate LICENSE4
Vehicle 4 Purchase Date DTPUR4
Vehicle 4 Lienholder LIENHOLD4
Vehicle 4 Lienholder Island L_CITY4
Vehicle 4 Number VNO4
Vehicle 4 Value PURPR4
Vehicle 4 Business Function BUS_FUNC4
Vehicle 5 Year YEAR5
Vehicle 5 Make MAKE5
Vehicle 5 Model MODEL5
Vehicle 5 Identification Number VIN5
Vehicle 5 Use VEH_USE5
Vehicle 5 License Plate LICENSE5
Vehicle 5 Purchase Date DTPUR5
Vehicle 5 Lienholder LIENHOLD5
Vehicle 5 Lienholder Island L_CITY5
Vehicle 5 Number VNO5
Vehicle 5 Value PURPR5
Vehicle 5 Business Function BUS_FUNC5
Driver Database Information  
Driver 1 Name DRNAME1
Driver 1 License Number DRLICENSE1
Driver 1 Birth Date DR_BIRTH1
Driver 1 Age DR_AGE1
Driver 1 Sex (M/F) DR_SEX1
Driver 1 License Class CLASS1
Driver 1 Years Licensed YEARS_LIC1
Driver 1 Number DRNO1
Driver 1 Number of Claims NO_CLAIMS1
Driver 1 Number of Convictions NO_CONV1
Driver 2 Name DRNAME2
Driver 2 License Number DRLICENSE2
Driver 2 Birth Date DR_BIRTH2
Driver 2 Age DR_AGE2
Driver 2 Sex (M/F) DR_SEX2
Driver 2 License Class CLASS2
Driver 2 Years Licensed YEARS_LIC2
Driver 2 Number DRNO2
Driver 2 Number of Claims NO_CLAIMS2
Driver 2 Number of Convictions NO_CONV2
Driver 3 Name DRNAME3
Driver 3 License Number DRLICENSE3
Driver 3 Birth Date DR_BIRTH3
Driver 3 Age DR_AGE3
Driver 3 Sex (M/F) DR_SEX3
Driver 3 License Class CLASS3
Driver 3 Years Licensed YEARS_LIC3
Driver 3 Number DRNO3
Driver 3 Number of Claims NO_CLAIMS3
Driver 3 Number of Convictions NO_CONV3
Driver 4 Name DRNAME4
Driver 4 License Number DRLICENSE4
Driver 4 Birth Date DR_BIRTH4
Driver 4 Age DR_AGE4
Driver 4 Sex (M/F) DR_SEX4
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 Convictions NO_CONV4
Driver 5 Name DRNAME5
Driver 5 License Number DRLICENSE5
Driver 5 Birth Date DR_BIRTH5
Driver 5 Age DR_AGE5
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
Vehicle 1 Protection & Removal BILIM1
Vehicle 1 Death or Bodily Injury IRLIM1
Vehicle 1 Claims – One Event OEF44LIM1
Vehicle 1 Property Damage PDLIM1
Vehicle 1 Medical Expenses SPDED1
Vehicle 1 Section 1 – 4(a) APDED1
Veh. 1 Section 1 (i) – Owned Damage COMPDED1
Veh. 1 Section 1 (ii) - Driver COLLDED1
Veh. 1 Gross Premium CAREPREM1
Vehicle 1 Total Premium PREMIUM1
Vehicle 2 Protection & Removal BILIM2
Vehicle 2 Death or Bodily Injury IRLIM2
Vehicle 2 Claims – One Event OEF44LIM2
Vehicle 2 Property Damage PDLIM2
Vehicle 2 Medical Expenses SPDED2
Vehicle 2 Section 1 – 4(a) APDED2
Veh. 2 Section 1 (i) – Owned Damage COMPDED2
Veh. 2 Section 1 (ii) - Driver COLLDED2
Veh. 2 Gross Premium CAREPREM2
Vehicle 2 Total Premium PREMIUM2
Vehicle 3 Protection & Removal BILIM3
Vehicle 3 Death or Bodily Injury IRLIM3
Vehicle 3 Claims – One Event OEF44LIM3
Vehicle 3 Property Damage PDLIM3
Vehicle 3 Medical Expenses SPDED3
Vehicle 3 Section 1 – 4(a) APDED3
Veh. 3 Section 1 (i) – Owned Damage COMPDED3
Veh. 3 Section 1 (ii) - Driver COLLDED3
Veh. 3 Gross Premium CAREPREM3
Vehicle 3 Total Premium PREMIUM3
Vehicle 4 Protection & Removal BILIM4
Vehicle 4 Death or Bodily Injury IRLIM4
Vehicle 4 Claims – One Event OEF44LIM4
Vehicle 4 Property Damage PDLIM4
Vehicle 4 Medical Expenses SPDED4
Vehicle 4 Section 1 – 4(a) APDED4
Veh. 4 Section 1 (i) – Owned Damage COMPDED4
Veh. 4 Section 1 (ii) - Driver COLLDED4
Veh. 4 Gross Premium CAREPREM4
Vehicle 4 Total Premium PREMIUM4
Vehicle 5 Protection & Removal BILIM5
Vehicle 5 Death or Bodily Injury IRLIM5
Vehicle 5 Claims – One Event OEF44LIM5
Vehicle 5 Property Damage PDLIM5
Vehicle 5 Medical Expenses SPDED5
Vehicle 5 Section 1 – 4(a) APDED5
Veh. 5 Section 1 (i) – Owned Damage COMPDED5
Veh. 5 Section 1 (ii) - Driver COLLDED5
Veh. 5 Gross Premium CAREPREM5
Vehicle 5 Total Premium PREMIUM5

BAHAMAS HABITATIONAL POLICY DETAIL FORM TEMPLATE

Field Description Merge Field Name
Policy Database
Property Number PRNO
Property Address ADDRESS1
Property - Island CITYPROV
Property First Payee Name PAYEE
First Payee Address P_ADDRESS1
First Payee - Island P_CITYPROV
First Payee Nature of Interest NATURE1
Second Payee Name PAYEE2
Second Payee Address P_ADDRESS2
Second Payee - Island P_CITY2
Second Payee Nature of Interest NATURE2
Third Payee PAYEE3
Third Payee Address P_ADDRESS3
Third Payee City and Province P_CITY3
Third Payee Nature of Interest NATURE3
Non-Smokers Discount Premium SMOK_PREM
Non-Smokers Discount Remarks SMOK_REM
Senior Citizen Discount Premium SEN_PREM
Senior Citizen Discount Remarks SEN_REM
Claims Free Discount Premium CLAIM_PREM
Claims Free Discount Remarks CLAIM_REM
New Home Discount Premium NEWH_PREM
New Home Discount Remarks NEWH_REM
Multiple Policy Discount Premium MP_PREM
Multiple Policy Discount Remarks MP_REM
Premises Alarm Discount Premium BURG_PREM
Premises Alarm Discount Remarks BURG_REM
Employer’s Liability Limit SEWERLIMIT
Employer’s Liability Premium SEWERPREM
Employer’s Liability Remarks SEWER_REM
Catastrophic Perils Limit EARTHLIMIT
Catastrophic Perils Premium EARTHPREM
Catastrophic Perils Remarks EARTH_REM
Pedal Cycles - Coverage Limit REPL_LIMIT
Pedal Cycles - Coverage Premium REPL_PREM
Pedal Cycles - Coverage Remarks REPL_REM
Satellite Receiver - Coverage Limit REP2_LIMIT
Satellite Receiver – Coverage Premium REP2_PREM
Satellite Receiver – Coverage Remarks REP2_REM
Acc. Dge./P. Acc./ Ten. Liab. Limit RENT_LIMIT
Acc. Dge./P. Acc./ Ten. Liab. Premium RENT_PREM
Acc. Dge./P. Acc./ Ten. Liab. Remarks RENT_REM
Full Theft - Coverage Limit MASS_LIMIT
Full Theft - Coverage Premium MASS_PREM
Full Theft - Coverage Remarks MASS_REM
Money / Credit Cards Limit NPAP_LIMIT
Money / Credit Cards Premium NPAP_PREM
Money / Credit Cards Remarks NPAP_REM
Buildings / Outbuildings Limit DWELLING
Buildings / Outbuildings Premium DWELPREM
Deductible ‘B’ DEDUCT2
Seawalls/Retaining Walls - Limit STRUCTURES
Seawalls/Retaining Walls - Premium STRUCTPREM
Deductible ‘C’ DEDUCT3
Contents - Limit PERSONAL
Contents - Premium PERSPREM
Deductible % CDYR2
All Risk - Limit ADDITIONAL
All Risk - Premium ADDIPREM
Public Liability Limit LEGAL
Public Liability Premium LEGALPREM
Dock / Jetties – Limit MEDICAL
Dock / Jetties - Premium MEDPREM
Loss of Rent / Alternative Accommodations Limit SINGLE
Loss of Rent / Alternative Accommodations Premium SINGPREM
Loss of Rent/ Alternative Accommodations Remarks SING_REM
Total Property Premium Amount PREM_AMT
Additional Coverage 1 Description HACOV1DESC
Additional Coverage 1 Limit HACOV1LIM
Additional Coverage 1 Premium HACOV1PREM
Additional Coverage 1 Remarks HACOV1REM
Additional Coverage 2 Description HACOV2DESC
Additional Coverage 2 Limit HACOV2LIM
Additional Coverage 2 Premium HACOV2PREM
Additional Coverage 2 Remarks HACOV2REM
Additional Coverage 3 Description HACOV3DESC
Additional Coverage 3 Limit HACOV3LIM
Additional Coverage 3 Premium HACOV3PREM
Additional Coverage 3 Remarks HACOV3REM
Additional Coverage 4 Description HACOV4DESC
Additional Coverage 4 Limit HACOV4LIM
Additional Coverage 4 Premium HACOV4PREM
Additional Coverage 4 Remarks HACOV4REM
Additional Coverage 5 Description HACOV5DESC
Additional Coverage 5 Limit HACOV5LIM
Additional Coverage 5 Premium HACOV5PREM
Additional Coverage 5 Remarks HACOV5REM
Additional Coverage 6 Description HACOV6DESC
Additional Coverage 6 Limit HACOV6LIM
Additional Coverage 6 Premium HACOV6PREM
Additional Coverage 6 Remarks HACOV6REM
Additional Coverage 7 Description HACOV7DESC
Additional Coverage 7 Limit HACOV7LIM
Additional Coverage 7 Premium HACOV7PREM
Additional Coverage 7 Remarks HACOV7REM
Additional Coverage 8 Description HACOV8DESC
Additional Coverage 8 Limit HACOV8LIM
Additional Coverage 8 Premium HACOV8PREM
Additional Coverage 8 Remarks HACOV8REM
Additional Coverage 9 Description HACOV9DESC
Additional Coverage 9 Limit HACOV9LIM
Additional Coverage 9 Premium HACOV9PREM
Additional Coverage 9 Remarks HACOV9REM
Policy Deductible DEDUCTIBLE
Policy Form Description PACKAGE
Construction Type CONSTR1
Year Built YRBLT
Number of Families NOFAM
Number of Stories NSTORY
Ground Floor GRFLOOR
Replacement Cost RCOST
Structure STRUCTURE
Occupancy OCCUPANCY
Number of Rooms NORMS
Sprinkler (Y/N) PDKCD
Number of Servants - Inside RESEM
Number of Servants - Outside SR_OUT
Number of Servants – Chauffeur SR_CHAUF
Number of Rooms Rented NOAPT
Number of Servants - Occasional SR_OCCL
Fire Alarm FIRE
Burglar Alarm BURG
Smoke Alarm SMOK
Sprinkler Code SPLCD
Swimming Pool SWIMMING
Renovation Upgrade - Electric CDYR1
Renovation Upgrade – Plumbing CDYR3
Renovation Upgrade – Roof CDYR4
Renovation Upgrade – Other CDYR5
Under Construction (Y/N) VCIND
Commercial Operation at this Location (Y/N) BSIND
Residence Condition RESIDENCE
Construction Type II CONSTR2
Construction Type III CONSTR3
Business Exposure Type BUS_TYPE
Number of Saddle / Draft Animals ANIMALS
Daycare (Y / N) DAYCARE
Daycare – Number of Children CHILDREN
Incidental Office Use (Y/ N) OFFUSE
Other Income Opportunities OINCOME
Co-occupant Coverage Required (Y/N) CO_OCC
Other Exposures (Y/N) OTH_EXP
Remarks REMARKS1
Remarks REMARKS2
Remarks REMARKS3
Remarks REMARKS4
Remarks REMARKS5
Remarks REMARKS6
Sum Insured SUM_INS
Gross Premium GPREM_AMT

 

 

   
 
   



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