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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…

  • Total Building Sum Insured 
  • 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…

  • Total Building Sum Insured 
  • 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, Generally

    Templates, New

    Templates, Naming

    Templates, Deleting

    Templates, Renaming

    Templates, Editing

    Templates, Adding A Date

    Templates, Inserting A Durell Data Field