AutoRating.TurboRater.com

FAQ ID # 789
Excel Auto Report Choices Expanded
Last Update : 2017/04/20
Rating : Not Rated
Add to favorites
Print this FAQ

Question / Issue
Basic Reports - Auto Excel Report Details

Answer / Solution

Below is a list of information you can export from excel on your auto insurance quotes.

Client Contact Information:
Customer Last Name
Customer Middle Name
Customer First Name
Customer Address Line 1
Customer Address Line 2
City
Region
County
State
ZIP Code
Home Phone #
Work Phone #
Work Phone Ext
Cell Phone #
Email
Declined Email(Y/N)
No Email(Y/N)

Policy Information:
Line Of Business
Quote Entry Date
Date Last Modified
Time Last Modified
Export Date
Bound
Bound Date
Policy Effective Date
Policy Expiration Date
Term Requested
Prior Carrier
Policy Number

Quote Details:
Quote Description
Quote Number
Contact Method
Lead Source

Location:
Agency Location

Producers:
Created By First Name
Created By Middle Name
Created By Last Name
Last Modified By First Name
Last Modified By Middle Name
Last Modified By Last Name
Bridged By First Name
Bridged By Middle Name
Bridged By Last Name
Bound By First Name
Bound By Middle Name
Bound By Last Name

Rated Carrier Details:
Carrier Code
Carrier Name
Down Payment
Finance Charge
Number of Payments
Payment Total
Total Premium
Term Quoted
Bodily Injury Limits Rated
Property Damage Liability Limit Rated
PIP Limit Rated
Medical Payments Rated
Uninsured Bodily Injury Limits Rated
Uninsured Property Damage Limit Rated

Finance Company Details:
Finance Company Name
APR

Misc. Premiums:
Misc Premium Desc#1
Misc Premium Amt#1
Misc Premium Desc#2
Misc Premium Amt#2
Misc Premium Desc#3
Misc Premium Amt#3
Misc Premium Desc#4
Misc Premium Amt#4

Drivers:
Number Of Drivers
Drv 1 First Name
Drv 1 Middle Name
Drv 1 Last Name
Drv 1 DOB
Drv 1 Marital
Drv 1 Gender
Drv 2 First Name
Drv 2 Middle Name
Drv 2 Last Name
Drv 2 DOB
Drv 2 Marital
Drv 2 Gender
Drv 3 First Name
Drv 3 Middle Name
Drv 3 Last Name
Drv 3 DOB
Drv 3 Marital
Drv 3 Gender
Drv 4 First Name
Drv 4 Middle Name
Drv 4 Last Name
Drv 4 DOB
Drv 4 Marital
Drv 4 Gender
Drv 5 First Name
Drv 5 Middle Name
Drv 5 Last Name
Drv 5 DOB
Drv 5 Marital
Drv 5 Gender
Drv 6 First Name
Drv 6 Middle Name
Drv 6 Last Name
Drv 6 DOB
Drv 6 Marital
Drv 6 Gender

Cars:
Number of Cars
Car 1 Year
Car 1 Make
Car 1 Model
Car 1 VIN
Car 1 Comp Deductible
Car 1 Collision Deductible
Car 1 Rental Limit
Car 1 Towing Limit
Car 2 Year
Car 2 Make
Car 2 Model
Car 2 VIN
Car 2 Comp Deductible
Car 2 Collision Deductible
Car 2 Rental Limit
Car 2 Towing Limit
Car 3 Year
Car 3 Make
Car 3 Model
Car 3 VIN
Car 3 Comp Deductible
Car 3 Collision Deductible
Car 3 Rental Limit
Car 3 Towing Limit
Car 4 Year
Car 4 Make
Car 4 Model
Car 4 VIN
Car 4 Comp Deductible
Car 4 Collision Deductible
Car 4 Rental Limit
Car 4 Towing Limit
Car 5 Year
Car 5 Make
Car 5 Model
Car 5 VIN
Car 5 Comp Deductible
Car 5 Collision Deductible
Car 5 Rental Limit
Car 5 Towing Limit
Car 6 Year
Car 6 Make
Car 6 Model
Car 6 VIN
Car 6 Comp Deductible
Car 6 Collision Deductible
Car 6 Rental Limit
Car 6 Towing Limit

Coverages Requested:
Bodily Injury Liability Limits
Property Damage Liability Limits
PIP Limits
Medical Payments
Uninsured Bodily Injury Limits
Uninsured Property Damage Limits

 



Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=789

Tags
Auto Basic Report Excel

Back to Top