fsc addendum

Vertafore FSC Data Import Addendum (Data that successfully converts for FSC conversions) Client Section                           

Customer Status Business Name DBA Customer Last Name Customer First Name Customer Middle Name Spouse First Name Spouse Last Name Spouse DOB SSN Customer Driver License Customer Driver License State Customer Date of Birth Customer Type Customer Since Address Street Address City Address State Address Zip Home Phone Work Phone Fax Customer Number Source Detail Email Address Agent Cell

Notes / Memos Section    

Images Section (Client Level)   

Line Of Business Policy Status Writing Carrier Policy Number Binder Date Effective Date Expiration Date Term Base Premium Premium Sent Business Type

FSC Addendum 1.0

Date Entered Client/Server Filename File Description

Contacts (Family)  First Name  Last Name  Driver’s License  License State  SSN  Sex  Phone number  Marital Status

Carrier Information       

Policy Section           

Memo Date Memo Text CSR Memo Type

Carrier Name Carrier Address1 Carrier City Carrier State Carrier Zip Carrier AdditionalPhone1 Carrier Phone

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

Policy Details (Coverage’s, Limits, Vehicles, Claims) Finance Company (Direct/Agency Bill) Billing (Invoices, Receipts) Commissions (Agency/Producer Commission) Carrier Commission Structure Certificate Holders Lien Holders ACORD Forms Reminders Employee/Carrier images

Notes on data conversion    

QQ Solutions can retrieve your data backup from FSC, please contact your Project Manager for more info. 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. 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.

FSC Addendum 1.0