Data Fields, Demands
and Needs, Household
The following is an example template for “Demands and Needs, Household”, showing which data fields to use (n.b. that can be found in tables “Client Details”, “Policy details 1” and “Quotel - Household 2”)…
«Address1_Line1»
«Address1_Line2»
«Address1_Line3»
«Address1_Line4»
«Address1_Line5»
«Address1_Line6»
«PostCode1»
Date issued 29 January 2006
Demands and Needs
Following your request for a household insurance quotation, I am pleased to confirm the details of your requirements on which I have based my recommendations. Should any of the information be inaccurate then a further discussion will be needed to establish the correct recommendations for your insurance needs.
|
You asked for |
|
|
|
|
|
|
|
Cover |
SubTypeName |
Policy
details 1 |
|
Insured Address |
RAInsAddress |
Quotel
– Household 2 |
|
Property Type |
ERPropertyDesc |
Quotel – Household 2 |
|
|
|
|
|
Buildings Cover… |
|
|
|
·
|
ERBuildSi |
Quotel – Household 2 |
|
·
Accidental Damage |
ERAD_YN |
Quotel – Household 2 |
|
·
No Claims Discount |
ERBncd |
Quotel – Household 2 |
|
·
Voluntary Excess |
ERBVolExcess |
Quotel – Household 2 |
|
|
|
|
|
Contents Cover… |
|
|
|
·
Total Contents Sum Insured |
ERContSI |
Quotel – Household 2 |
|
·
Accidental Damage |
ERCAD_YN |
Quotel – Household 2 |
|
·
No Claims Discount |
ERCncd |
Quotel – Household 2 |
|
·
Voluntary Excess |
ERCVolExcess |
Quotel – Household 2 |
|
·
Total Valuables (over £1,000 each) |
ERValuables |
Quotel – Household 2 |
|
|
|
|
|
All Risks Cover… |
|
|
|
·
Unspecified All Risk Items |
ERValueUnspec |
Quotel – Household 2 |
|
·
Specified All Risk Items |
ERSpecTotal |
Quotel – Household 2 |
|
·
Total All Risks Sum Insured |
ERValueSpecUnspec |
Quotel – Household 2 |
|
|
|
|
|
You also asked for… |
xxx |
|
|
|
|
|
Our
recommendation is
|
|
|
|
|
|
|
|
Insurer |
InsurerName |
Policy
details 1 |
|
Scheme |
strProductDescription |
Policy
details 1 |
|
|
|
|
|
Buildings Cover… |
|
|
|
·
|
ERBuildSi |
Quotel – Household 2 |
|
·
Accidental Damage |
ERAD_YN |
Quotel – Household 2 |
|
·
No Claims Discount |
ERBncd |
Quotel – Household 2 |
|
·
Voluntary Excess |
ERBVolExcess |
Quotel – Household 2 |
|
|
|
|
|
Contents Cover… |
|
|
|
·
Total Contents Sum Insured |
ERContSI |
Quotel – Household 2 |
|
·
Accidental Damage |
ERCAD_YN |
Quotel – Household 2 |
|
·
No Claims Discount |
ERCncd |
Quotel – Household 2 |
|
·
Voluntary Excess |
ERCVolExcess |
Quotel – Household 2 |
|
·
Total Valuables (over £1,000 each) |
ERValuables |
Quotel – Household 2 |
|
|
|
|
|
All Risks Cover… |
|
|
|
·
Unspecified All Risk Items |
ERValueUnspec |
Quotel – Household 2 |
|
·
Specified All Risk Items |
ERSpecTotal |
Quotel – Household 2 |
|
·
Total All Risks Sum Insured |
ERValueSpecUnspec |
Quotel – Household 2 |
|
|
|
|
|
Premium |
Premium |
Policy details 1 |
|
Administration fee |
PolDets_BrokerageCharge |
Policy details 1 |
|
Total Amount |
PolDets_Invoice |
Policy details 1 |
Additional
Options xxx
How to
pay xxx
What to do next Please sign and return the enclosed proposal form correcting the form if there are any errors (Please note that changes may result in a revised recommendation).
A policy summary covering this product is attached for your information, together with a statement of our terms and conditions.
Yours sincerely
See also…
Templates, Inserting A Durell Data Field