instar addendum

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

Customer Status Business Name Customer Last Name Customer First Name Customer Number Customer Since Salutation Address Street Address City Address State Address Zip Home Phone Work Phone Fax E-Mail Agent Source

Notes / Memos Section    

Memo Date Memo Text CSR Memo Type

Vendor/Carrier Information       

Carrier Name Carrier Address1 Carrier City Carrier State Carrier Zip Carrier NAIC Code Carrier AdditionalPhone1

 Carrier Phone

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

Line Of Business Policy Status Business Type Writing Carrier Policy Number Binder Date Effective Date Expiration Date Term Base Premium Customer Service Representative Remarks

Images   

Date Entered Client/Server Filename File Description

Letters 

Letter list gets converted as notes

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 ACORD Forms Reminders

Notes on data conversion   



Please request data backup from Instar 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.

INSTAR Addendum 1.0