eclipse addendum
Eclipse Data Import Addendum (Data that successfully converts for Eclipse conversions) Client Section
Customer Status Business Name Customer Last Name Customer First Name Customer Middle Name Spouse First Name Customer Type Preferred Language Spouse Last Name Salutation Address Street Address City Address State Address Zip Home Phone Work Phone Fax Customer Number Named Insured Driver License number Named Insured SSN Insured Date Of Birth Gender Spouse Driver License number Spouse SSN Spouse Date Of Birth
Images/Letters Section Date Entered Client/Server Filename File Description ACORD FORMS AS PDF
Additional Contacts
First Name Middle Name Last Name Relation Type Relationship to Primary Date of Birth Street State Apt / Suite / Other City County Zip Country
Eclipse Addendum 1.0
Policy Section
Line Of Business Policy Status Business Type Writing Carrier Policy Number Binder Date Effective Date Expiration Date Term Base Premium Premium Sent Customer Service Representative Billing Type
Notes / Memos Section Memo Date Memo Text Memo Type CSR
Carrier Contacts
Company Name Address Line 1 City State Zip NAIC Code Fax Additional Phone number1 Phone number
ATTENTION: Data that will NOT Convert × × × × × ×
Policy Details (Coverage’s, Limits, Vehicles) Billing (Invoices, Receipts) Commissions (Agency/Producer Commission) Carrier Commission Structure Reminders Claims
Notes on data conversion
QQ Solutions can retrieve your data backup from your local server, please contact your Project Manager for more information. All fields listed on this document are AS SHOWN IN QQ CATALYST. 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/ 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.
Eclipse Addendum 1.0
Customer Status Business Name Customer Last Name Customer First Name Customer Middle Name Spouse First Name Customer Type Preferred Language Spouse Last Name Salutation Address Street Address City Address State Address Zip Home Phone Work Phone Fax Customer Number Named Insured Driver License number Named Insured SSN Insured Date Of Birth Gender Spouse Driver License number Spouse SSN Spouse Date Of Birth
Images/Letters Section Date Entered Client/Server Filename File Description ACORD FORMS AS PDF
Additional Contacts
First Name Middle Name Last Name Relation Type Relationship to Primary Date of Birth Street State Apt / Suite / Other City County Zip Country
Eclipse Addendum 1.0
Policy Section
Line Of Business Policy Status Business Type Writing Carrier Policy Number Binder Date Effective Date Expiration Date Term Base Premium Premium Sent Customer Service Representative Billing Type
Notes / Memos Section Memo Date Memo Text Memo Type CSR
Carrier Contacts
Company Name Address Line 1 City State Zip NAIC Code Fax Additional Phone number1 Phone number
ATTENTION: Data that will NOT Convert × × × × × ×
Policy Details (Coverage’s, Limits, Vehicles) Billing (Invoices, Receipts) Commissions (Agency/Producer Commission) Carrier Commission Structure Reminders Claims
Notes on data conversion
QQ Solutions can retrieve your data backup from your local server, please contact your Project Manager for more information. All fields listed on this document are AS SHOWN IN QQ CATALYST. 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/ 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.
Eclipse Addendum 1.0
