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FAQ ID # 212
Last Update : 2012/10/03
Rating : Not Rated
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Question / Issue
What are the field names that I can use for my customized Auto quote letter templates to pull in information from my quote?

Answer / Solution

Description of Field:                 Field Name:

Agency Name [AGENCYNAME] 
Agency Address 1 [AGENCYADDRESS1] 
Agency Address 2 [AGENCYADDRESS2] 
Agency City [AGENCYCITY] 
Agency State [AGENCYSTATE] 
Agency ZIP Code [AGENCYZIP] 
Agency Phone [AGENCYPHONE] 
Agency Alternate Phone [AGENCYALTPHONE] 
Agency Fax [AGENCYFAX] 
Current Date [DATE] 
Agency User Name [USERSELECTED] 
Total Premium [TOTALPREMIUM] 
Down Payment [DOWNPAYMENT] 
Payment Amount [PAYMENTAMOUNT] 
Amount Financed [AMOUNTFINANCED] 
 Number of payments [NUMOFPAYMENTS] 
Insurance Company Name [COMPANYNAME] 
Policy  
First Name [FIRSTNAME] 
[MIDDLENAME] - Middle Name [MIDDLENAME] 
[LASTNAME] - Last Name [LASTNAME] 
[ADDRESS1] - Insured Address 1 [ADDRESS1] 
[ADDRESS2] - Insured Address 2 [ADDRESS2] 
[APARTMENTNUM] - Apartment Number [APARTMENTNUM] 
[CITY] - City [CITY] 
[COUNTY] - County [COUNTY] 
[STATE] - State [STATE] 
[ZIPCODE] - ZIP Code [ZIPCODE] 
[EMAILADDRESS] - Email Address [EMAILADDRESS] 
[HOMEPHONE] - Home Phone [HOMEPHONE] 
[WORKPHONE] - Work Phone [WORKPHONE]
[FAXNUMBER] - Fax Number [FAXNUMBER] 
[EFFDATE] - Policy Effective Date [EFFDATE] 
[EXPDATE] - Policy Expiration Date [EXPDATE] 
[NUMOFDRIVERS] - Number of drivers [NUMOFDRIVERS] 
Drivers  
First Name driver 1 [FIRSTNAME;1] 
First Name driver 2 [FIRSTNAME;2] 
First Name driver 3 [FIRSTNAME;3] 
First Name driver 4 [FIRSTNAME;4] 
First Name driver 5 [FIRSTNAME;5] 
First Name driver 6 [FIRSTNAME;6] 
Middle Name driver 1 [MIDDLENAME;1] 
Middle Name driver 2 [MIDDLENAME;2] 
Middle Name driver 3 [MIDDLENAME;3] 
Middle Name driver 4 [MIDDLENAME;4] 
Middle Name driver 5 [MIDDLENAME;5] 
Middle Name driver 6 [MIDDLENAME;6] 
Last Name driver 1 [LASTNAME;1] 
Last Name driver 2 [LASTNAME;2] 
Last Name driver 3 [LASTNAME;3] 
Last Name driver 4 [LASTNAME;4] 
Last Name driver 5 [LASTNAME;5] 
Last Name driver 6 [LASTNAME;6]
Date of Birth driver 1 [DOB;1] 
Date of Birth driver 2 [DOB;2] 
Date of Birth driver 3 [DOB;3] 
Date of Birth driver 4 [DOB;4] 
Date of Birth driver 5 [DOB;5] 
Date of Birth driver 6 [DOB;6] 
Sex of driver 1 [SEX;1] 
Sex of driver 2 [SEX;2] 
Sex of driver 3 [SEX;3] 
Sex of driver 4 [SEX;4] 
Sex of driver 5 [SEX;5] 
Sex of driver 6 [SEX;6] 
Marital status driver 1 [MARITAL;1] 
Marital status driver 2 [MARITAL;2] 
Marital status driver 3 [MARITAL;3] 
Marital status driver 4 [MARITAL;4] 
Marital status driver 5 [MARITAL;5] 
Marital status driver 6 [MARITAL;6] 
Relationship to Insured driver 1 [RELATION;1] 
Relationship to Insured driver 2 [RELATION;2] 
Relationship to Insured driver 3 [RELATION;3] 
Relationship to Insured driver 4 [RELATION;4] 
Relationship to Insured driver 5 [RELATION;5] 
Relationship to Insured driver 6 [RELATION;6]
Vehicles  
VIN vehicle 1 [VIN;1] 
VIN vehicle 2 [VIN;2] 
VIN vehicle 3 [VIN;3] 
VIN vehicle 4 [VIN;4] 
VIN vehicle 5 [VIN;5] 
VIN vehicle 6 [VIN;6] 
Year vehicle 1 [YEAR;1] 
 Year vehicle 2 [YEAR;2] 
Year vehicle 3 [YEAR;3] 
Year vehicle 4 [YEAR;4] 
Year vehicle 5 [YEAR;5] 
Year vehicle 6 [YEAR;6] 
Make vehicle 1 [MAKER;1] 
Make vehicle 2 [MAKER;2] 
Make vehicle 3 [MAKER;3] 
Make vehicle 4 [MAKER;4] 
Make vehicle 5 [MAKER;5] 
Make vehicle 6 [MAKER;6] 
Model vehicle 1 [MODEL;1] 
Model vehicle 2 [MODEL;2] 
Model vehicle 3 [MODEL;3] 
Model vehicle 4 [MODEL;4] 
Model vehicle 5 [MODEL;5] 
Model vehicle 6 [MODEL;6] 
Garaging ZIP Code vehicle 1 [ZIP;1] 
Garaging ZIP Code vehicle 2 [ZIP;2] 
Garaging ZIP Code vehicle 3 [ZIP;3] 
Garaging ZIP Code vehicle 4 [ZIP;4] 
Garaging ZIP Code vehicle 5 [ZIP;5] 
Garaging ZIP Code vehicle 6 [ZIP;6] 

Fields recently added:

Description of Field:              Field Name:

NUMBER OF EXCLUSIONS [NUMOFEXCLUSIONS]
LEAD SOURCE [LEADSOURCE]
POLICY NUMBER [POLICYNUMBER]
POLICY TYPE [POLICYTYPE]
PRIOR POLICY NUMBER [PRIORPOLICYNUMBER]
ATPA FEE [ATPAFEE]
AGENT

[USERSELECTED]

 

CANCELLATION DATE

[CANCELLATIONDATE]
PRIOR EXP DATE [PRIOREXPDATE]
COMPANY NAME [COMPANYNAME]
MUNICIPAL TAX [MUNICIPALTAX]
MUNICIPAL TAX RATE [MUNICIPALTAXRATE]
SECONDARY POLICY FEE [SECONDARYPOLICYFEE]
STATETAX [STATETAX]
STATETAXRATE [STATETAXRATE]
TAX [TAX]
TAXABLEPREMIUM [TAXABLEPREMIUM]
BINDER DATE [BINDERDATE]
BINDER NUMBER [BINDERNUMBER]
BINDER TIME [BINDERTIME]
Types of Coverage  
TERM [TERM]
FR BOND [FRBOND]
PRIMARY POLICY [PRIMARYPOLICY]
NONOWNER [NONOWNER]
LIAB BI [LIABBI]
LIAB PD [LIABPD]    
LIAB BI PREMIUM [LIABBIPREMIUM;1]
LIAB LIMITS1 [LIABLIMITS1;1]
LIAB LIMITS2 [LIABLIMITS2;1]
LIAB LIMITS3 [LIABLIMITS3;1]
LIAB PD [LIABPD;1]
LIAB PD PREMIUM [LIABPDPREMIUM;1]
EXTRA MED [EXTRAMED;1]
EXTRA MED LIMIT [EXTRAMEDLIMIT;1]
EXTRA MED PREMIUM [EXTRAMEDPREMIUM;1]
MED PAY [MEDPAY;1]
MED PAY DED [MEDPAYDED;1]
MEDPAY LIMIT [COMEDPAYLIMIT;1]
MED PAY PREMIUM [MEDPAYPREMIUM;1]
PIP [PIP;1]
PIP COPAY [PIPCOPAY;1]
PIP COPAY PERCENT [PIPCOPAYPERCENT;1]
PIP DED [PIPDED;1]
PIP LIMIT [PIPLIMIT;1]
PIP PPO [PIPPPO;1]
PIP PREMIUM [PIPPREMIUM;1]
PIP TYPE [PIPTYPE;1]
GUEST PIP [GUESTPIP;1]
INCOME LOSS LIMIT [INCOMELOSSLIMIT;1]
INCOME LOSS PREMIUM [INCOMELOSSPREMIUM;1]
WORKLOSS [WORKLOSS;1]
UNINSBI [UNINSBI;1]
UNINSBI LIMITS1 [UNINSBILIMITS1;1]
UNINSBI PREMIUM [UNINSBIPREMIUM;1]
UNINSPD [UNINSPD;1]
UNINSPD DED [UNINSPDDED;1]
UNINSPD LIMIT [UNINSPDLIMIT;1]
UNINSPD PREMIUM [UNINSPDPREMIUM;1]
UIMBI [UIMBI;1]
UIMBI LIMITS1 [UIMBILIMITS1;1]
UIMBI PREMIUM [UIMBIPREMIUM;1]
UIMPD [UIMPD;1]
UIMPD LIMIT [UIMPDLIMIT;1]
UIMPD PREMIUM [UIMPDPREMIUM;1]
   
ACC DEATH LIMIT [ACCDEATHLIMIT;1]
ACC DEATH PREMIUM [ACCDEATHPREMIUM;1]
ACC DEATH LIMIT [COACCDEATHLIMIT;1]
COMPREHENSIVE DEDUCTIBLE [COMPDED;1]
COMPREHENSIVE PREMIUM [COMPPREMIUM;1]
COLLISION DEDUCTIBLE [COLLDED;1]
COLLISION PREMIUM [COLLPREMIUM;1]
RENTAL LIMIT [RENTALLIMIT;1]
RENTAL PREMIUM [RENTALPREMIUM;1]
TOWING LIMIT [TOWINGLIMIT;1]
TOWING PREMIUM [TOWINGPREMIUM;1]
Insured Information  
DRV LICENSED [LICENSED;1]
STATE LICENSED [STATELICENSED;1]
DRV LICENSE NUMBER [DRVLICENSENUMBER;1]
DATE LICENSED [DATELICENSED;1]
DATE LICENSED STATE [DATELICENSEDSTATE;1]
LICENSED STATE [LICENSEDSTATE;1]
MILES TO WORK [MILESTOWORK;1]
MONTHS LICENSED [MONTHSLICENSED;1]
MONTHS LICENSED STATE [MONTHSLICENSEDSTATE;1]
MONTHS MVR EXPER [MONTHSMVREXPER;1]
MONTHS SUSPENDED [MONTHSSUSPENDED;1]
MVR DATE ORDERED [MVRDATEORDERED;1]
OCCASIONAL OPERATOR [OCCASIONALOPERATOR;1]
OCCUPATION [OCCUPATION;1]
SR22 [SR22;1]
SR22A [SR22A;1]
SR22CASENUM [SR22CASENUM;1]
SR22DATE [SR22DATE;1]
SR22REASON [SR22REASON;1]
SR22STATE [SR22STATE;1]
SR22FEE [SR22FEE]
Employment Entry  
EMPLOYER NAME [EMPLOYERNAME]
EMPLOYER ADDR1 [EMPLOYERADDR1]
EMPLOYER ADDR2 [EMPLOYERADDR2]
EMPLOYER CITY [EMPLOYERCITY]
EMPLOYER STATE [EMPLOYERSTATE]
EMPLOYER PHONE [EMPLOYERPHONE]
EMPLOYER ZIP CODE [EMPLOYERZIPCODE]
OCCUPATION  
Additional Insured Info:  
PRIOR ADDR1 [PRIORADDR1]
PRIOR APARTMENT NUMBER [PRIORAPARTMENTNUMBER]
PRIOR CITY [PRIORCITY]
PRIOR STATE [PRIORSTATE]
PRIOR ZIP CODE [PRIORZIPCODE]
PRIOR MONTHS COVERAGE [PRIORMONTHSCOVG;1]
PRIOR DAYS LAPSE [PRIORDAYSLAPSE;1]
PRIOR LIAB LIM1 [PRIORLIABLIM1;1]
PRIOR TRANSFERLEVEL [PRIORTRANSFERLEVEL;1]
PROPERTY INSURANCE [PROPERTYINSURANCE;1]
RESIDENCY STATUS [RESIDENCYSTATUS;1]
RESIDENCY TYPE [RESIDENCYTYPE;1]
Finance Company Info  
FINANCE COMPANY NAME [FINANCECOMPANYNAME]
FINANCE COMPANY ADDR1 [FINANCECOMPANYADDR1]
FINANCE COMPANY ADDR2 [FINANCECOMPANYADDR2]
FINANCE COMPANY CITY [FINANCECOMPANYCITY]
FINANCE COMPANY STATE [FINANCECOMPANYSTATE]
FINANCE COMPANY ZIP CODE [FINANCECOMPANYZIPCODE]
Finance Info  
PERCENT DOWN [PERCENTDOWN]
FINANCE AMOUNT [FINANCEAMOUNT]
FINANCE CHARGE [FINANCECHARGE]
MONTHLY FINANCED [MONTHLYFINANCED]
APR [APR]
Payment Information  
POLICY FEE [POLICYFEE]
Prior Carrier Information  
PRIOR CARRIER NAME [PRIORCARRIERNAME]
PRIOR CARRIER ADDRESS1 [PRIORCARRIERADDRESS1]
PRIOR CARRIER CITY [PRIORCARRIERCITY]
PRIOR CARRIER STATE [PRIORCARRIERSTATE]
PRIOR CARRIER ZIP CODE [PRIORCARRIERZIPCODE]
Vehicle Information  
VEHICLE TYPE [VEHICLETYPE;1]
ACV [ACV;1]
USAGE [USAGE;1]
ANNUAL MILES [ANNUALMILES;1]
BODY TYPE [BODYTYPE;1]
MSRP [MSRP;1]
CUSTOM EQUIP PREMIUM [CUSTOMEQUIPPREMIUM;1]
CUSTOM EQUIP VALUE [CUSTOMEQUIPVALUE;1]
FUEL TYPE [FUELTYPE;1]
HATCHBACK [HATCHBACK;1]
MILES [MILES;1]
NUM OF CYL [NUMOFCYL;1]
NUM OF DOORS [NUMOFDOORS;1]
PURCHASE COST [PURCHASECOST;1]
PURCHASE DATE [PURCHASEDATE;1]
PRIMARY OPERATOR [PRIMARYOPERATOR;1]
TRUCK SIZE [TRUCKSIZE;1]
Garaging Information  
GARAGING ADDRESS 1 [GARAGINGADDR1;1]
GARAGING ADDRESS 2 [GARAGINGADDR2;1]
GARAGING CITY [GARAGINGCITY;1]
GARAGING STATE [GARAGINGSTATE;1]
GARAGING ZIP CODE [GARAGINGZIPCODE;1]
Lienholder Information  
LIENHOLDER ADDR1 [LIENHOLDERADDR1;1]
LIENHOLDER CITY [LIENHOLDERCITY;1]
LIENHOLDER NAME [LIENHOLDERNAME;1]
LIENHOLDER STATE [LIENHOLDERSTATE;1]
LIENHOLDER ZIP [LIENHOLDERZIP;1

 

 

Fields most recently added (September 2012)

PRODUCER CODE                                    [PRODUCERCODE]

LAST QUOTED BY FIRST NAME                [LASTQUOTEDBYFIRSTNAME]

LAST QUOTED BY LAST NAME                 [LASTQUOTEDBYLASTNAME]

QUOTED BY FIRST NAME                         [QOUTEDBYFIRSTNAMD]

QUOTED BY LAST NAME                          [QUOTEDBYLASTNAMD]


Related Links
Quote Letter Training video

Related FAQs
How do I generate a quote letter?
How do I add a new quote letter template?
How do I edit a quote letter template?
How do I delete a quote letter template?

Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=212

Tags
Addtional fields quote letter template

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