The following table lists all the common data elements from insured, agency, carrier, policy, billing & claim available to your Custom Deliverables and Custom Templates:
| Field Name | Tag | Type | Value |
|---|---|---|---|
| agency address1 | {d.agency.address1} | string | 200 High St |
| agency address2 | {d.agency.address2} | string | |
| agency cell phone | {d.agency.cell_phone} | string | |
| agency city | {d.agency.city} | string | Boston |
| agency code | {d.agency.code} | string | SVC126 |
| agency email | {d.agency.email} | string | your.emailfaker96439@gmail.com |
| agency name | {d.agency.name} | string | Agency Services |
| agency phone | {d.agency.phone} | string | (262) 764-0014 |
| agency state | {d.agency.state} | string | MA |
| agency website | {d.agency.website} | string | |
| agency work phone | {d.agency.work_phone} | string | (262) 764-0014 |
| agency zip | {d.agency.zip} | string | 2110 |
| policy annual fees | {d.annual_fees} | integer | 35 |
| policy annual premium | {d.annual_premium} | integer | 0 |
| policy commit date | {d.commit_date} | date | |
| policy dec description | {d.dec_description} | string | |
| policy dec type | {d.dec_type} | string | New Business |
| policy effective date | {d.effective_date} | string | 02/24/2020 |
| policy expiration date | {d.expiration_date} | string | 02/24/2021 |
| policy form code | {d.forms[0].code} | string | CGL 1020 |
| policy form description | {d.forms[0].description} | string | Mandatory Jacket |
| policy form edition | {d.forms[0].edition} | string | 12 09 |
| policy form order | {d.forms[0].order} | integer | 1 |
| insured group address1 | {d.grouped_insureds[0].address1} | string | 123 High St |
| insured group address2 | {d.grouped_insureds[0].address2} | string | |
| insured group cell phone | {d.grouped_insureds[0].cell_phone} | string | |
| insured group city | {d.grouped_insureds[0].city} | string | Boston |
| insured group email | {d.grouped_insureds[0].email} | string | faker89154@gmail.com |
| insured group full address | {d.grouped_insureds[0].full_address} | string | 123 High St, Boston, MA 02210 |
| insured group home phone | {d.grouped_insureds[0].home_phone} | string | (712) 447-5281 |
| insured group names | {d.grouped_insureds[0].names} | string | Joe Insured |
| insured group order | {d.grouped_insureds[0].order} | integer | 1 |
| insured group ordinal | {d.grouped_insureds[0].ordinal} | string | 1st |
| insured group phone | {d.grouped_insureds[0].phone} | string | (712) 447-5281 |
| insured group state | {d.grouped_insureds[0].state} | string | MA |
| insured group zip | {d.grouped_insureds[0].zip} | string | 2210 |
| policy inception date | {d.inception_date} | string | 02/24/2020 |
| insured address1 | {d.insureds[0].address1} | string | 123 High St |
| insured address2 | {d.insureds[0].address2} | string | |
| insured cell phone | {d.insureds[0].cell_phone} | string | |
| insured city | {d.insureds[0].city} | string | Boston |
| insured dob | {d.insureds[0].dob} | string | |
| insured email | {d.insureds[0].email} | string | faker89154@gmail.com |
| insured full address | {d.insureds[0].full_address} | string | 123 High St, Boston, MA 02210 |
| insured home phone | {d.insureds[0].home_phone} | string | (712) 447-5281 |
| insured name | {d.insureds[0].name} | string | Joe Insured |
| insured order | {d.insureds[0].order} | integer | 1 |
| insured ordinal | {d.insureds[0].ordinal} | string | 1st |
| insured phone | {d.insureds[0].phone} | string | (712) 447-5281 |
| insured state | {d.insureds[0].state} | string | MA |
| insured zip | {d.insureds[0].zip} | string | 2210 |
| additional interests | {d.interests} | array | |
| item annual fee | {d.items[0].annual_fee} | integer | |
| item annual premium | {d.items[0].annual_premium} | integer | 3994 |
| item deductible | {d.items[0].deductible} | integer | 0 |
| item display annual | {d.items[0].display_annual} | string | $3,994.00 |
| item display written | {d.items[0].display_written} | string | $3,994.00 |
| item code | {d.items[0].forms[0].code} | string | |
| item description | {d.items[0].forms[0].description} | string | |
| item edition | {d.items[0].forms[0].edition} | string | |
| item order | {d.items[0].forms[0].order} | integer | 1 |
| item has deductible | {d.items[0].has_deductible} | integer | 0 |
| item has limit | {d.items[0].has_limit} | integer | 1 |
| item has rate | {d.items[0].has_rate} | integer | 1 |
| item limit | {d.items[0].limit} | integer | 1000000 |
| item limit type | {d.items[0].limit_type} | integer | |
| item name | {d.items[0].name} | string | Per Occurrence Limit |
| item order | {d.items[0].order} | integer | 3 |
| item description | {d.items[0].rating_details[0].description} | string | |
| item name | {d.items[0].rating_details[0].name} | string | |
| item value | {d.items[0].rating_details[0].value} | string | 3994 |
| item removed | {d.items[0].removed} | integer | 0 |
| item second limit | {d.items[0].second_limit} | integer | |
| item second limit type | {d.items[0].second_limit_type} | string | |
| item section | {d.items[0].section} | string | Occurrence Limits |
| item third limit | {d.items[0].third_limit} | integer | |
| item third limit type | {d.items[0].third_limit_type} | string | |
| item type | {d.items[0].type} | string | coverage |
| item written fee | {d.items[0].written_fee} | integer | |
| item written premium | {d.items[0].written_premium} | integer | 3994 |
| policy line | {d.line} | string | Commercial General Liability |
| policy policy | {d.policy} | string | P-2020-26 |
| property address1 | {d.properties[0].address1} | string | 123 High St |
| property address2 | {d.properties[0].address2} | string | |
| property annual fee | {d.properties[0].annual_fee} | integer | 0 |
| property annual premium | {d.properties[0].annual_premium} | integer | 0 |
| property city | {d.properties[0].city} | string | Boston |
| property items | {d.properties[0].items} | array | |
| property mortgagees | {d.properties[0].mortgagees} | array | |
| property state | {d.properties[0].state} | string | MA |
| property written fee | {d.properties[0].written_fee} | integer | 0 |
| property written premium | {d.properties[0].written_premium} | integer | 0 |
| property zip | {d.properties[0].zip} | string | 2210 |
| policy revision date | {d.revision_date} | string | 02/24/2020 |
| policy status | {d.status} | string | Active |
| policy status reason | {d.status_reason} | string | |
| policy written fees | {d.written_fees} | integer | 35 |
| policy written premium | {d.written_premium} | integer | 0 |