Data Fields, Demands and Needs, Motor

 

The following is an example template for “Demands and Needs, Motor”, showing which data fields to use (n.b. that can be found in tables “Client Details”, “Policy details 1” and “Quotel – Motor 1”)…

 

«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 private motor 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                              

CoverTxt

Quotel – Motor 1

Vehicle make                   

OldManufacturer

Quotel – Motor 1

Vehicle model

CarModel

Quotel – Motor 1

Drivers

DriverRestrictTxt

Quotel – Motor 1

No claims Discount          

YearsofNCD

Quotel – Motor 1

Voluntary Excess

VolExcess

Quotel – Motor 1

Protected NCD                

ProtectedNCD_YN

Quotel – Motor 1

 

 

 

You also asked for…       

xxx

 

 

 

 

Our recommendation is

 

 

 

 

 

Insurer                            

InsurerName

Policy details 1

Scheme                           

strProductDescription

Policy details 1

Cover                              

CoverTxt

Quotel – Motor 1

Vehicle make                   

OldManufacturer

Quotel – Motor 1

Vehicle model

CarModel

Quotel – Motor 1

Drivers                            

DriverRestrictTxt

Quotel – Motor 1

No Claims Discount         

YearsofNCD

Quotel – Motor 1

Voluntary Excess             

VolExcess

Quotel – Motor 1

Protected NCD                

ProtectedNCD_YN

Quotel – Motor 1

 

 

 

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, Generally

Templates, New

Templates, Naming

Templates, Deleting

Templates, Renaming

Templates, Editing

Templates, Adding A Date

Templates, Inserting A Durell Data Field