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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. “ZURICH”).

Insurer Details

Adviser Details

Lead Details









































See also…

Templates, Generally

Templates, New

Templates, Naming

Templates, Deleting

Templates, Renaming

Templates, Editing

Templates, Adding A Date

Templates, Inserting A Durell Data Field