doris addendum

Applied DORIS Data Import Addendum (Data that successfully converts for DORIS conversions) Client Section                     

Client Status Business Name (if Commercial) Last Name First Name Address1 City State Zip Home Phone Work Phone Additional Phone Date of Birth Salutation Agent Social Security Driver License Name Insured Driver License Spouse Spouse Spouse DOB E-mail Mailing/Garaging Address (if available)

Policy Section            

Policy Status Policy Number CSR Binder Date Binder Number Finance Company (Direct/Agency Bill) Effective Date Expiration Date Policy Period Carrier Name Premium Line of Business (May require mapping to QQ Catalyst lines)

Notes / Memos Section     

Memo Date Memo Text Memo Type (Contact Note/Diary) CSR Memo Type

Vendor/Carrier Information          

Carrier Name Certificate Holder Name Lien Holder Name Carrier/CertH/LienH Address1 Carrier/CertH/LienH City Carrier/CertH/LienH State Carrier/CertH/LienH Zip Carrier NAIC Code Carrier/CertH/LienH AdditionalPhone1 Carrier/CertH/LienH Phone

Images Section (Client Level)   

Date Entered Client/Server Filename File Description

ATTENTION: Data that will NOT Convert × × × × × × × ×

Policy Details (Coverage’s, Limits, Vehicles) Billing (Invoices, Receipts) Claims Commissions (Agency/Producer Commission) Carrier Commission Structure ACORD Forms Reminders Employee/Carrier images

Notes on data conversion   

Please request unencrypted data backup from Applied DORIS. Processing an initial carrier load after the conversion is completed will fill in much of the policy details that is not converted (check carrier availability). All fields listed on this document are AS SHOWN IN QQ CATALYST.

Applied DORIS Addendum 1.0

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All/ any items not listed as “Converted” data, will not be included in the standard conversion process. Should you have a specific data request for additional converted data, please discuss a custom conversion with your project manager during the SOW review process.

Applied DORIS Addendum 1.0