Bookmark this page Print this page

Data Fields, All Policies, Top of First Screen (Above Line)

Item

Durell Table

Durell Field Name

Example

Main product grouping

Policy details 1

MainTypeName

Motor (not on illustration)

Type of product

Policy details 1

SubTypeName

Private Vehicle

Scheme name

Policy details 1

strProductDescription

Basic Comprehensive FC EDI 7.5 (not on illustration)

Insurer’s search name

Policy details 1

InsurerName

ZURICH

Adviser’s initials

Policy details 1

AdviserName

JP

Lead’s initials

Policy details 1

LeadName

GWC

Business type (Retail, Commercial, etc)

Policy details 1

BusinessType

Retail

Inception date

Policy details 1

InceptionDate

21/01/2006

Search name of policy holder

Policy details 1

SearchName

WHITE RJ

Policy reference number

Policy details 1

Reference

TestPolicyNumber

Source of business

Policy details 1

SourceOfBusiness

Referral from non-authorised introducer

On-risk date

Policy details 1

StartDate

21/01/2006

Renewal date

Policy details 1

EndDate

21/01/2007

Stage

Policy details 1

PolicyStage

Active, prompt renewal

Basis of advice

Policy details 1

BasisOfAdvice

Full

Cover note issued

Quotel – Motor 1

VehCovIss

22/01/2006

Cover note expires

Quotel – Motor 1

VehCovExp

23/01/2006

Documents in from insurer

Policy details 1

DocsInDate

22/01/2006

Documents out to client

Policy details 1

DocsOutDate

23/01/2006

Advertising

Policy details 1

Advertising

Other