All policies,
Insurer, Adviser and Lead Details
If you’d like to include the details of the policy’s insurer,
adviser or lead in your template, simply select the “Special policy info” table
and its three field groups, which will result in all of the fields listed below
becoming available for your Word templates. This is particularly useful for
getting the Insurer’s name from an address line (e.g. “Zurich Insurance PLC”)
as compared with the name held in the policy table (e.g. “
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Insurer Details |
Adviser Details |
Lead Details |
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«Insurer_Name» |
«Adviser_Name» |
«Lead_Name» |
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«Insurer_Address_Line1» |
«Adviser_Address_Line1» |
«Lead_Address_Line1» |
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«Insurer_Address_Line2» |
«Adviser_Address_Line2» |
«Lead_Address_Line2» |
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«Insurer_Address_Line3» |
«Adviser_Address_Line3» |
«Lead_Address_Line3» |
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«Insurer_Address_Line4» |
«Adviser_Address_Line4» |
«Lead_Address_Line4» |
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«Insurer_Address_Line5» |
«Adviser_Address_Line5» |
«Lead_Address_Line5» |
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«Insurer_Address_Line6» |
«Adviser_Address_Line6» |
«Lead_Address_Line6» |
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«Insurer_Postcode» |
«Adviser_Postcode» |
«Lead_Postcode» |
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«Insurer_Salutation» |
«Adviser_Salutation» |
«Lead_Salutation» |
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«Insurer_Phone_1» |
«Adviser_Phone_1» |
«Lead_Phone_1» |
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«Insurer_Phone_2» |
«Adviser_Fax» |
«Lead_Fax» |
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«Insurer_Phone_3» |
«Adviser_Email» |
«Lead_Email» |
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«Insurer_Fax» |
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«Insurer_Email» |
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«Insurer_Web_address» |
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«Insurer_Agency_reference» |
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See also…
Templates, Inserting A Durell Data Field