Insurer Bookmarks

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Insurer Bookmarks

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This UnderwriterCENTRAL™ Template Editor Bookmarks

A brief explanation of each of the bookmark fields for use in Document generation

 

INSURER BOOKMARKS

Image

Details

clip3687

This will retrieve the ABN of the insurer as entered in the Insurer Detail screen.

clip3688

This will retrieve the AFS license number as entered in the Insurer Detail screen.

clip3689

This will show whether the Insurer has been flagged as APRA approved as entered in the Insurer Detail Screen

clip3690

This will retrieve the Authorised Rep Number as entered in the Insurer Detail screen.

clip3691

This will retrieve the Bank Name entered for the insurer. This is retrieved from the Insurer Detail Screen .

clip3694

This will retrieve the Branch Name of the bank entered for the insurer. This is retrieved from the Insurer Detail Screen.

clip3695

This will retrieve the Branch Number of the bank entered for the insurer. This is retrieved from the Insurer Detail Screen.

clip3692

This will retrieve the Account Name entered for the insurer. This is retrieved from the Insurer Detail Screen.

clip3693

This will retrieve the Account Number entered for the insurer. This is retrieved from the Insurer Detail Screen.

clip3696

This will retrieve the category for the contacts entered in the contact tab of the insurer.

clip3697

This will retrieve the Country in which that insurer is located.

clip3698

This will retrieve the Email address of the insurer as entered in the insurer Detail screen

clip3699

This will retrieve the Fax number of the insurer as entered in the insurer Detail screen

clip3700

This will retrieve the Name of the insurer as entered on the Insurer Detail screen.

clip3701

This will retrieve the payment method of the insurer as chosen from the Payment Method combo box located in the Insurer Detail Screen.

clip3702

This will retrieve the Mobile number of the insurer as entered in the Detail screen

clip3703

This will retrieve a list of the other names associated with the insurer. Each name will be separated by a comma. This information is retrieved from the Insurer Other Names table in the Insurer Detail Screen.

clip3704

This will retrieve the other names associated with the insurer based on what has been entered in the Other Names web grid in the Profile tab.

clip3705

This will retrieve the type of name (i.e. Trading Name, Subsidiary) associated with the insurer based on what has been entered in the Other Names web grid in the Insurer Detail Screen.

clip3706

This will retrieve the text in Insurer Paragraph 1 within the Insurer-Wordings tab.

clip3707

This will retrieve the included wordings in Insurer Paragraph 1 within the Insurer-Wordings tab.

clip3708

This will retrieve the text in Insurer Paragraph 2 within the Insurer-Wordings tab.

clip3709

This will retrieve the included wordings in Insurer Paragraph 2 within the Insurer-Wordings tab.

clip3710

This will retrieve the text in Insurer Paragraph 3 within the Insurer-Wordings tab.

clip3711

This will retrieve the included wordings in Insurer Paragraph 3 within the Insurer-Wordings tab.

clip3712

This will retrieve the text in Insurer Paragraph 4 within the Insurer-Wordings tab.

clip3713

This will retrieve the included wordings in Insurer Paragraph 4 within the Insurer-Wordings tab.

clip3714

This will retrieve the number of days of the payment terms of the insurer (i.e. 14 days will return 14).

clip3715

This will retrieve the payment terms (i.e. 14 Days) of the insurer.  This is retrieved from the Insurer Detail Screen.

clip3716

This will retrieve the Phone number of the insurer as entered in the Details screen

clip3717

This will retrieve the alternate Phone number of the insurer as entered in the Details screen

clip3718

This will retrieved the preferred communication type of the insurer as chosen from the Communication combo box on the Insurer Detail screen.

clip3719

This will retrieve the Address flagged as Primary.  This is retrieved from the Insurer - Address screen.

clip3720

This will retrieve the Address assigned to the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact. Furthermore, if more than one address is chosen for the contact then it will retrieve the Address flagged as primary for the insurer.

clip3721

This will retrieve the Country entered for the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

clip3722

This will retrieve the Email Address of the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

clip3723

This will retrieve the Fax Number of the contact flagged as Primary.  This is retrieved from the Contact Detail screen for the specific contact.

clip3724

This will retrieve the First Name of the contact flagged as Primary.  This is retrieved from the Contact Detail screen for the specific contact.

clip3725

This will retrieve the Full Name of the contact flagged as Primary.  This is retrieved from the Contact Detail screen for the specific contact.

clip3726

This will retrieve the Job Title entered for the contact flagged as primary. This is retrieved from the Contact Detail screen for the specific contact.

clip3727

This will retrieve the Last Name of the contact flagged as Primary.  This is retrieved from the Contact Detail screen for the specific contact.

clip3728

This will retrieve the Mailing Name of the contact flagged as Primary.  This is retrieved from the Contact Detail screen for the specific contact.

clip3729

This will retrieve the Mobile Number of the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

clip3730

This will retrieve the Telephone Number of the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

clip3731

This will retrieve the second Telephone Number of the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

clip3732

This will retrieve the Salutation entered for the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

clip3733

This will retrieve the Title (i.e. Doctor) of the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

clip3734

This will retrieve the Title Code (i.e. Dr.) of the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

clip3735

This will retrieve the description of the profile item as entered in the Profile Data-Admin web grid and assigned to the insurer table.

clip3736

This will retrieve the label of the profile item as entered in the Profile Data-Admin web grid and assigned to the insurer table. This label will then appear in the Profile list under the Insurer- Profile tab.

clip3737

This will retrieve the value of the profile item as entered in the Profile list under the Insurer- Profile tab.

clip3738

This will retrieve the Insurer Rating value entered for the insurer on the Insurer Detail screen.

clip3739

This will retrieve the Other Ref Number entered for the insurer on the Insurer Detail screen.

clip3740

This will retrieve the Short Name of the insurer as entered on the Insurer Detail screen.

clip3741

This will retrieve the Since Date of the insurer as entered on the Insurer Detail screen.

clip3742

This will retrieve the status of the insurer as entered on the Insurer Detail screen.

clip3743

This will retrieve the type (i.e. insurer, managing general agent, etc.) of the insurer as chosen from the Insurer Type combo box on Insurer Detail screen.

clip3744

This will retrieve the Web Address of the insurer as entered on the Insurer Detail screen.