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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