CDL Function Code Flashcards

(34 cards)

1
Q

AD

A

Correspondence

View all letters, certificates, diaries and notes that have created

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2
Q

AM

A

All reasons for adjustments on policy like MTA and cancellations

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3
Q

AS

A

Document Store

List all correspondence sent to the sent to the policyholder and enables you to view all letters

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4
Q

B

A

Instalment Book

Gives details of payment dates, payment amounts and anything connected with the instalment history

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5
Q

CL

A

Claims list

Enables viewing of all claims registered with us when the customer has been on cover

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6
Q

DX

A

Email Details

View contact details and email address

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7
Q

OE

A

Optional Extras

This shows all of the additional products that are on the policy and the price

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8
Q

Q

A

Dynamic underwriting questions

View answers to these, including any modifications on the car

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9
Q

R

A

Policy view

View of inception and renewal date. Underwriter and additional products can also be found here

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10
Q

S3

A

Claims on file

View of claims the customer or named drivers had prior to policy inception

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11
Q

S4

A

Convictions on File

View of convictions the customer or named drivers have either before or after inception

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12
Q

S9

A

Terms and Conditions

View of all terms and conditions including excesses

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13
Q

UF

A

Enables viewing of non-rating data such as non-recurring payments and under review flags

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14
Q

V

A

Variable Risk Screen
(Vehicle)

Gives all relevant details of the customers vehicle that they have on cover.

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15
Q

ADD

A

Additional Driver Information

View of all information for the additional drivers on the policy

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16
Q

NCB

A

NCB Record

View all customers NCB proof including proof including previous insurer, policy number and years etc.

17
Q

AA

A

Account Ledger

View the account ledger history for the policy

18
Q

AD

A

Correspondence

View all letters, certificates, diaries and notes that have created

19
Q

AM

A

All reasons for adjustments on policy like MTA and cancellations

20
Q

AS

A

Document Store

List all correspondence sent to the sent to the policyholder and enables you to view all letters

21
Q

B

A

Instalment Book

Gives details of payment dates, payment amounts and anything connected with the instalment history

22
Q

CL

A

Claims list

Enables viewing of all claims registered with us when the customer has been on cover

23
Q

DX

A

Email Details

View contact details and email address

24
Q

OE

A

Optional Extras

This shows all of the additional products that are on the policy and the price

25
Q
Dynamic underwriting questions View answers to these, including any modifications on the car
26
R
Policy view View of inception and renewal date. Underwriter and additional products can also be found here
27
S3
Claims on file View of claims the customer or named drivers had prior to policy inception
28
S4
Convictions on File View of convictions the customer or named drivers have either before or after inception
29
S9
Terms and Conditions View of all terms and conditions including excesses
30
UF
Enables viewing of non-rating data such as non-recurring payments and under review flags
31
V
Variable Risk Screen (Vehicle) Gives all relevant details of the customers vehicle that they have on cover.
32
ADD
Additional Driver Information View of all information for the additional drivers on the policy
33
NCB
NCB Record View all customers NCB proof including proof including previous insurer, policy number and years etc.
34
AA
Account Ledger View the account ledger history for the policy