Document Designer

In AIM, documents are templates from which real world correspondence such as memos, quotes, binders, faxes, declaration pages, etc. are created. A template has data fields within it that can be used to populate the document with data from the submission or record with which you are working.

Documents are divided into three sections:

A template or form that contains text and data fields.
The underlying detail/data used to cause AIM to use the document in specialized ways such as identifying a document as available for use as an attachment.
Section templates that can be inserted into multiple templates to assist with the maintenance of multiple documents.

When we discuss designing a template, we are referring to designing the form mentioned in item 1 above. When we discuss editing a template, we are referring to editing the underlying detail for that document mentioned above in item 2.

Document Listing Tab

The Document Listing tab is used to view the list of existing templates, and to perform actions such as adding or designing a template.

On the Module menu, click Document Designer.

The left pane of Document Manager displays the various template categories.
Select a category from the pane to filter the template listing by that category.

In the Search pane you can search for a specific document by either Description or DocumentID. Click ,and then select your preference. Enter the description or ID in the search field. The closest match is highlighted in the grid as you type. The grid displays the following information about templates and sections defined by your agency:
1. Description – Description of the type of template or section
2. Document ID – Short name of the template or section
3. Status ID – Transaction ID (Created in AIM when the template is processed.)
4. Type ID – type of document
Each element will be described in further detail as we move through the details of the template.

You can click the column headers in the grid to change the sort order.

Use the buttons, described in the table below, to add, edit, and manage templates and sections.

Button	Function
Add	Add a new document or section.
Edit	Edit a template or section.
Copy	Copy the details and design of the selected template or section.
Design	Design the contents of a template or section.
Navigation arrows	Move to the first, previous, next, or last template or section.
Delete	Delete the selected template or section.
Close	Close Document Manager.

Detail Tab

The Detail tab is displayed automatically. In the Basic Info pane, enter the following information:
- Document ID – The ID code or short name of the template. This field is limited to 8 characters. Setting the scope of the template to office or team specific expands the field to 15 characters.
- Created By – The user ID of the person logged on to AIM is populated automatically.
- Created – The current date is populated automatically.
- Description – A unique description of the template, e.g. GL Quote.
- Modified – The date on which the template was modified. This date is populated with the current date automatically if you are editing an existing template.
Attach Name – Name used when the processed document is attached to an e-mail message.

Parameters Tab

In the Document Parameters group box, located on the Parameters tab, enter the following information:
- Category – Used to group like types of templates.
  When creating a memo in AIM, the templates are grouped on tabs in the Memo dialog box for selection.
- Dataset – The basic set of tables and fields available when you design the template.
  Each dataset includes the Common, ToRecipient, and FromSender tables. Choose one of the following datasets:
  - Submission – Quote, Version and Policy tables
  - Claim – Quote, Policy and ClaimDetail tables
  - Endorsement – Policy and Endorse tables
  - Producer/Agent – Quote, Version and ProducerLkp tables
  - Driver – Quote, Version and DriverLkp tables
  - Tax Info – Quote, Policy, and Tax Information tables
  - Endorsement/Tax Info – Quote, Policy and Endorse tables
- Trans Code – Default code displayed on the Activity tab when the selected template is processed.
  Trans codes are configured in the Status ID Code table in DMU. Please refer to your system administrator should additional codes, or amendments to existing codes, be required.
- Recipient – The default recipient of the template when it is processed as a document.
  People can change the recipient through use of the Address Wizard when processing a template in AIM.
- Sender – The default sender of the template when it is processed as a document.
  People can change the sender through use of the Address Wizard when processing the template.
  There is a change from previous iterations of Document Designer; when the default sender is defaulted to Team, AIM now determines the document template and merge fields based upon the team the submission is assigned to rather than the person logged on to AIM.
- Team – Documents in the AIM Memo dialog box are filtered by team, so that people can view templates specifically intended for them with a click.
- Division – Documents in the AIM Memo dialog box are filtered by division, so that people can view templates specifically intended for them with a click.
- IR Template – The ImageRight document type. Click to select the document type and the file path. You may be prompted to log into ImageRight.
- Available as Attachment – The template is accessible as an attachment to another AIM generated template at time of processing.
- Crystal Report – A Crystal report is used for document processing.
  To use this feature, you must create your Crystal report and save it in the AIM Reports folder. The document ID of the Document Designer template must match the name of the Crystal report. For example, if the Crystal report file is called SUPAPP.rpt, then the document ID of the template must be SUPAPP in order for the Crystal report to be called when the template is processed.
- Formatted For HTML E-Mail – The Formatted for E-mail option has been changed to "Formatted For HTML E-mail," now that AIM has been updated to use HTML as its default email format. RTF templates \ documents using this option will now be formatted as HTML in the body of the email.
- Template File Format – The file format of the template.
- Security Lvl – The minimum security level required to be able to access/transmit this document.
- Protect Lvl – The minimum security level required for a person with access to Document Designer to be able to modify the design of the template.
- System Required – Document is required by the AIM system.
  A document is required if a workflow calls a specific document name, such as the Declination document. If you remove a required document with the intention of replacing it with a new one, this check box should be selected. Please refer to the addendum at the end of this document for a listing of system required documents.
- Active – Template is available for processing.
- Scope – Templates can be made specific to your agency’s teams or divisions based on the master document template.
  As an example, your agency may prefer one quote document for all lines of business that may require minor changes in wording for the personal lines or transportation teams, such as a logos or binding instructions.
- Prompt for Activity – The user is able to enter a different description of the document on the Activity tab.
  For example, if you would like the user to describe the type of information requested when using the Additional Information template, select this option. After document processing, people will be prompted to add a description that will display on the Activity tab.

If the template is to be presented to the user when following a workflow such as a quote or binder, be sure to select the category of System. Doing so prevents the template from being available in the memo tool of AIM, so that it cannot be issued without following the correct workflow.

AIM currently integrates with Crystal Reports 14 and Microsoft Office 365. Vertafore neither provides nor supports this third-party software.

Suspense Tab

On the Suspense tab, you can choose whether to have AIM automatically set up a suspense record, create no suspense record, or prompt you to create a suspense record when a template is processed.

In the Suspense Type pane, select one of the following options to specify whether a suspense is required when the template is processed:
1. None – No suspense is created and no additional information needs to be entered on the Suspense tab.
2. Optional – You will be prompted to create a suspense when processing the template in AIM.
  You can enter as much or as little information on the Suspense tab as you require.
3. Automatic – A suspense is created automatically upon completion of document processing.
  All boxes on the Suspense tab must be completed.
In the Suspense Defaults pane, enter the following information, if applicable:
1. Action – The activity required when the suspense is displayed.
2. Reason – The purpose of the suspense.
  The Reasons list is maintained in the Status ID Codes table of DMU. Contact your AIM system administrator to modify the list of reasons.
3. From Date – The date from which the due date of the suspense is calculated.
4. Due In Days – Defines the number of days from the date set in From Date.
  For example, if this template is to be issued 10 days prior to the expiration date of the policy, enter -10.
5. Default To (User ID) – If the suspense record should be sent to a specific person, select the corresponding user ID from the list.
6. Default To (Position) – If the suspense record should be set to a specific position, select it from the drop down. Choose from:
  1. Account Exec – The account executive assigned to the submission this template is processed for.
  2. Marketing Rep – The marketing representative assigned to the submission this template is processed for.
  3. TA/CSR – The TA/CSR assigned to the submission this template is being processed for.
  4. User – The person who originally processed this template for this submission in AIM.

Add Section Templates

Sections are intended to assist you with management of multiple document templates, or with managing state, team, or division specific text where separate document templates are not feasible.

Repeating sections allow you to manage multiple rows of data, such as units at risk or additional interest schedules. Inserting the merge fields from a table such as commercial units at risk means that the section will repeat in the document template as many times as there are rows of data in the table.

To locate a section template, click the Document Listing tab.
In the Document Sections node, click the Repeatable Sections or Sections folder.

Section templates are available for insertion into a document template from the Merge Source section of the design module.

The following items should be kept in mind as you work with section templates:

When a section is changed/edited/updated, each document using that section is updated immediately.
Sections cannot be deleted from Document Designer, though they may be inactivated.
Sections cannot be inserted into other sections or into repeating sections; repeating sections may be inserted into sections.
You can use the same process that we showed you for designing a document template to design a section template.

Template Details

As with a document template, the details of the section must be created first. In the steps that follow, we will show you how to add a section template. You can modify our steps to create and modify your own templates.

In Document Manager, click the Add, and then click Section.

In the Basic Info pane, enter the following information:
1. Document ID – The short name of the template. This field is limited to 8 characters. Setting the scope of the template to Office, Team, or State expands the limit to 15 characters.
2. Created By – Populated automatically with your user ID.
3. Description – A unique description of the section template that will make it easy for people to recognize.
4. Created – The date on which the template was created (populated automatically).
5. Modified – The date on which the template was last modified (populated automatically).

On the Parameters tab, enter the following information in the Section Parameters pane:
1. Data Set – Determines what basic set of tables and fields will be available when you design your template.
  Each dataset includes these tables, as well as those outlined below: Each dataset includes the Common, ToRecipient, FromSender, CommercialPropertyRisk, AdditionalInterests, CrimeRisk, DriverRisk, DwellingFireRisk, DriverRisk, GLRatingRisk, GarageRisk, HomeRisk, InlandMarineRisk, MobilehomeRisk, MotorVehicleRisk, VehicleRisk and XSFloodRisk, tables as well as Sections and RSections (Repeatable Sections). Select one of the following datasets:
  1. Submission – Contains the Quote, Version and Policy tables.
  2. Claim – Contains the Quote, Policy and ClaimDetail tables.
  3. Endorsement – Contains the Policy and Endorse tables.
  4. Producer/Agent – Contains the Quote, Version and ProducerLkp tables.
  5. Driver – Contains the Quote, Version and DriverLkp tables.
  6. Tax Info – Contains the Quote, Policy, and Tax Information tables.
  7. Endorsement/Tax Info – Contains the Quote, Policy and Endorse tables.
2. Security Lvl – Indicates the minimum security level required for a person to be able to access/transmit this document.
3. Scope – Templates can be made specific to your agency’s teams or divisions based on the master section template.
4. When State Specific is selected, the document template pulls the corresponding section based upon the filing state of the submission used at the time.
  These scope options are mutually exclusive; that is, your section can be subject to only one scope.
5. Section Type – Choose either Section or Repeatable Section.
  A repeatable section is intended to manage repeatable rows of data, such as units at risk.
6. Active – Used to indicate that the template is active.

On the Comments tab, type any notes applicable to the section template.

Designing a Section Template

Designing a section template is no different than designing a document template. All features that we showed you for designing a document template apply here, with one important difference; you cannot insert a section into a repeatable section or into another section. Sections are intended to be inserted into document templates only.

Creating a Master Document Template

In the steps that follow, we describe the basic steps required to create and use a master document template.

Create and design a document template and set the Scope to All.
For example, you can create a document template with a document ID of XX_QUOTE and with a description of Transportation Quote and a scope of All as your master document template for transportation quotes.
Select the new master template in Document Manager and click Copy.

If you are creating a master document template, in the Basic Info pane, enter a unique document ID, description, and attachment name.
For example, if the template is being created for transportation quotes you can enter a document ID of XX_QUOTE where XX is the team or division ID code, with a description of Transportation Quote, and a unique attachment name.

If you are creating a section master template, fill out the Basic Info pane as required.
In our example, the Document ID is STATE_XX, where XX is the identifier of the state, team, or division and All is selected in the Scope list.

Once you have created master templates, you can copy the master template and use it as the basis for additional templates by changing the Document ID, Description, and various parameters as needed.

Table Definitions

The following pages contain the field definitions for the core tables of Document Designer. For information regarding the extended tables (Unit at Risk Tables), please refer to the AIM Database Dictionary posted to the My Vertafore website.

Common Table

Field Name	Definition
AcctAsstEmail	Email address associated with the Marketing Rep for this submission
AcctAsstFax	Fax number associated with the Marketing Rep for this submission
AcctAsstName	Submission Entry screen: Mktg Rep
AcctAsstPhone	Phone number associated with the Marketing Rep for this submission
AcctAsstTitle	Title associated with the Marketing Rep for this submission
AcctExecEmail	Email address associated with the Account Executive for this submission
AcctExecFax	Fax number associated with the Account Executive for this submission
AcctExecName	Submission Entry screen: Prod/Acct Exec field
AcctExecPhone	Phone number associated with the Prod/Acct Exec for this submission
AcctExecTitle	Title designated to User from User Information in the DMU
AdditionalInsuredCSZ	Deprecated in V6.6.0.x – Replaced by fields available in the Additional Interest Extended Table.
AdditionalInsuredDBA
AdditionalInsuredFax
AdditionalInsuredName
AdditionalInterestType
AgencyAddress1	Your Agency's Address – line 1
AgencyAddress2	Your Agency's Address – line 2
AgencyCity	Your Agency's City
AgencyCSZ	Your Agency's City, State, and Zip (formatted)
AgencyFax	Your Agency's Main Fax Number
AgencyPhone	Your Agency's Main Phone Number
AgencyState	Your Agency's State
AgencyZip	Your Agency's Zip
AMBests	Insurer/Risk Company's AM Best rating
CompanyAddress1	Insurer/Risk Company's Address – line 1
CompanyAddress2	Insurer/Risk Company's Address – line 2
CompanyCity	Insurer/Risk Company's City
CompanyCSZ	Insurer/Risk Company's City, State and Zip (formatted)
CompanyEMail	Insurer/Risk Company's Email address
CompanyFax	Insurer/Risk Company's Fax number
CompanyID	Insurer/Risk Company's ID number
CompanyName	Insurer/Risk Company's Name
CompanyPhone	Insurer/Risk Company's Phone number
CompanyState	Insurer/Risk Company's State
CompanyZip	Insurer/Risk Company's Zip code
CoverageName	Submission Entry screen: Coverage field
CsrEmail	Email address associated with the TA/CSR for this submission
CsrFax	Fax number associated with the TA/CSR for this submission
CsrName	Submission Entry Screen: TA/CSR field
CsrPhone	Phone number associated with the TA/CSR for this submission
CsrTitle	Title designated to the TA/CSR. For this submission
CurrentDate	Today's date in the following format: Jan 01, 20xx
CurrentDateName	Today's date in the following format: January 1, 20xx
DateTimeStamp	Today's date followed by the current time in the following format: 1/1/20xx 8:00:00 AM
DivisionAddress1	Line one of the division address
DivisionAddress 2	Line two of the division address
DivisionCSZ	City, state and zip of the division address
DivisionFax	Division fax number
DivisionName	Division name
DivisionPhone	Division phone n umber
FinanceCompAddress1	Physical Address 1 associated with the Premium Finance Company for this submission
FinanceCompMailAddress1	Mail Address 1 associated with the Premium Finance Company for this submission
FinanceCompCity	Physical Address city associated with the Premium Finance Company for this submission
FinanceCompCSZ	Physical Address City, State & Zip associated with the Premium Finance Company for this submission
FinanceCompEmail	Email Address associated with the Premium Finance Company for this submission
FinanceCompFax	Fax number associated with the Premium Finance Company for this submission
FinanceCompMailAddress2	Mail Address 2 associated with the Premium Finance Company for this submission
FinanceCompMailCity	Mail City associated with the Premium Finance Company for this submission
FinanceCompMailCSZ	Mail Address City, State & Zip associated with the Premium Finance Company for this submission
FinanceCompMailState	Mail Address State associated with the Premium Finance Company for this submission
FinanceCompMailZip	Mail Address Zip associated with the Premium Finance Company for this submission
FinanceCompName	Name of the Premium Finance Company associated with this submission
FinanceCompPhone	Phone number associated with the Premium Finance Company for this submission
FinanceCompState	Physical Address State associated with the Premium Finance Company for this submission
FinanceCompZip	Physical Address Zip associated with the Premium Finance Company for this submission
GeneralAgentName	The name of your Agency
InsuredDBA	Add/Edit Insured Screen: Alternate DBA field
InsuredMailCSZ	Add/Edit Insured Screen: City, State and Zip Code. Displays as: City, ST 12345
InsuredMailingAddress1	Add/Edit Insured Screen: Mailing Address – line 1
InsuredMailingAddress2	Add/Edit Insured Screen: Mailing Address – line 2
InsuredMailingCity	Add/Edit Insured Screen: Mailing Address City field
InsuredMailingState	Add/Edit Insured Screen: Mailing Address State field
InsuredMailingZip	Add/Edit Insured Screen: Mailing Address Zip Code field
MarketAddress1	Physical Address 1 associated with the Market Company for this submission
MarketAddress2	Physical Address 2 associated with the Market Company for this submission
MarketCity	Physical Address City associated with the Market Company for this submission
MarketCSZ	Physical Address City, State, Zip associated with the Market Company for this submission
MarketEMail	Email address associated with the Market Company for this submission
MarketFax	Fax number associated with the Market Company for this submission
MarketID	Market Company's ID number
MarketMailAddress1	Mail Address 1 associated with the Market Company for this submission
MarketMailAddress2	Mail Address 2 associated with the Market Company for this submission
MarketMailCity	Mail Address City associated with the Market Company for this submission
MarketMailCSZ	Mail Address City, State & Zip associated with the Market Company for this submission
MarketMailState	Mail Address State associated with the Market Company for this submission
MarketMailZip	Mail Address Zip associated with the Market Company for this submission
MarketName	Market Company's Name
MarketPhone	Phone Number associated with the Market Company for this submission
MarketState	Physical Address State associated with the Market Company for this submission
MarketZip	Mail Address Zip associated with the Market Company for this submission
ProducerAddress1	Physical Address 1 associated with the Retail Broker/Agent for this submission
ProducerAddress2	Physical Address 2 associated with the Retail Broker/Agent for this submission
ProducerCity	Physical Address City associated with the Retail Broker/Agent for this submission
ProducerCSZ	Physical Address City, State & Zip1 associated with the Retail Broker/Agent for this submission
ProducerEMail	Email Address associated with the Retail Broker/Agent for this submission
ProducerFax	Fax Number associated with the Retail Broker/Agent for this submission
ProducerID	Retail Agent/Broker's ID number
ProducerMailAddress1	Mail Address 1 associated with the Retail Broker/Agent for this submission
ProducerMailAddress2	Mail Address 2 associated with the Retail Broker/Agent for this submission
ProducerMailCity	Mail Address City associated with the Retail Broker/Agent for this submission
ProducerMailCSZ	Mail Address City, State & Zip associated with the Retail Broker/Agent for this submission
ProducerMailState	Mail Address State associated with the Retail Broker/Agent for this submission
ProducerMailZip	Mail Address Zip associated with the Retail Broker/Agent for this submission
ProducerID	Retail Agent/Broker's ID number
ProducerName	Retail Agent/Broker's Name
ProducerPhone	Phone number associated with the Retail Broker/Agent for this submission
ProducerState	Physical Address State associated with the Retail Broker/Agent for this submission
ProducerZip	Physical Address Zip associated with the Retail Broker/Agent for this submission
ProductName	Name of the Product selected on the Quote Detail screen for this submission
QuoteID	Submission Number/Quote Number
TeamAddress1	Line 1 of the team address
TeamAddress2	Line 2 of the team address
TeamCSZ	City, State, Zip of the team address
TeamDept	Name of the team
TeamFax	Team fax number
TeamPhone	Team phone number
UserEMail	Email address of the user sending out this document
UserFax	Fax number of the user sending out this document
UserID	User Id of the user sending out this document
UserName	Name of the user sending out this document
UserPhone	Phone number of the user sending out this document
UserTitle	Title of the user sending out this document

Claim Detail Table

All fields are located on in Claims Tracking in AIM. This table is not reflective of fields in the Claims Manager application.

Field Name	Definition
AcknowledgedRecv	Deprecated
AdjustorFax	Claim Detail Tab: Fax Number
AdjusterID	System Field
AdjusterName	Claim Detail tab: Adjustor field
AdjusterPhone	Claim Detail tab: Adjustor phone
AutoFlag	Deprecated
CauseID	Deprecated
Claimant	Claim Detail tab: Claimant field
ClaimantAddress1	Deprecated
ClaimantAddress2	Deprecated
ClaimantCity	Deprecated
ClaimantState	Deprecated
ClaimantZip	Deprecated
ClaimID	Claim Detail tab: Claim# field. Each claim entered under a submission is assigned a number. The first claim entered will contain a value of 1 prefixed by zeroes; the second claim will contain a value of 2 prefixed by zeroes, and so forth. The counter starts at 1 for each submission.
ClaimKey_PK	System field
Comments	Displays notes from the claim details.
CompanyClaimID	Claim Detail tab: CoClaim# field
ContactName	Risk Detail tab: Contact field
ContactPhone	Risk Detail tab: Phone field
CoverageID	Risk Detail tab: Coverage field. Coverage code will display.
DateAccident	Claim Detail tab: Date of Loss field
DateClosed	Claim detail tab: Date Closed field
DateOpened	Claim Detail tab: Date Opened field
DateReported	Claim Detail tab: Reported field
Deductible	Risk Detail tab: Deductible field
DeductibleRecov	The deductible recovery for the selected claim in AIM.
DefensePaid	The amount paid towards defense for the selected claim in AIM
DefenseReserve	Defense reserve amount specified on a claim
Description	Risk Detail tab: Description field
DivisionID	Claim Detail tab: Division ID of the data in the Claims Office field
FlagLegalAction	Y if Summons/Complaint check box is selected on Claim detail tab;N if not selected
FlagManualIncurred	Flag Y/N indicating whether the system will allow the users to override the incurred loss for the specified claim.
HomePhone	Deprecated
InsuredID_FK	System field
InsuredKey_FK	System field
InsuredValue	Risk Detail tab: Sum Insured field
LAEPaid	Reserves tab: LAE Paid field
LAEReserve	Reserves tab: LAE Reserve field
Location	Risk Detail tab: Location field
LossPaid	Reserves tab: LossPaid field
LossReserve	Reserves tab: Loss Reserve field
LossTypeID	Claim Detail tab: Loss type id associated with data in Loss Type field
Notes	Notes tab
PolicyGroupKey_FK	System field
PolicyID	Policy number
PolicyKey_FK	System field
ProducerID	The ID (such as AGT001) of the insurance agent/broker
QuoteID	Submission number/Quote number
RiskDetailKey_FK	System field
RiskTypeID	Description of the unit at risk chosen on the selected record
RiskUnit_FK	System field
Salvage	Reserves tab: Salvage/Recovery field
StatusID	Claim Detail tab: Status field: C=Closed, L=Legal, O=Open, V=Recovery, R=Re-Opened
SubrogationRecov	Reserves tab: Subrogation field
TotalIncurred	Reserves tab: Incurred field
UnitDescription	Risk Detail tab: Unit field on left
UnitInvolved	Risk Detail tab: Unit field on right
WorkPhone	Not currently in use

Driver Table

All fields indicated below are located in AIM on the Units at Risk Drivers tab in Submission Entry.

Field Name	Definition
ActiveFlag	Y if this driver is active
Age	Age of the driver
AssignValue	Custom field
BI_DiscountSC_Drvr	Custom field
CelebrityFlag	Special Rating Criteria tab: Entertainers, Athletes, Celebrities check box
Coll_DiscountSC_Drvr	Custom field
CollisionLimit	Limits/Premium tab
CollisionPremium	Limits/Premium tab
Comp_DiscountSC_Drvr	Custom Field
DateAdded	Driver Information tab: Date Added field
DateDropped	Driver Information tab: Date Dropped field
DateOfBirth	Driver Information tab: Date of Birth field
DiscountFactor	Custom field
Driver_SK	System field
DriverClassFactor	Custom field
DriverClassID	Holds a number indicating the class of the driver. 0 = Married Male; 1 = Married Female; 2 = Single Male; 3 = Single Female
DriverID	Deprecated
DriverLicense	Driver Information tab: License field
DriverOver70Flag	Special Rating Criteria tab: Driver Over 70 check box
DriverPointsFactor	Custom field
DriverQuestions	Custom field
DriverRating	Custom field
DriverTrngFlag	Special Rating Criteria tab: Driver Training Discount check box
DriverTypeID	Driver Information tab: Driver type field
EligibleFlag	Deprecated
ExcludedDriver	Driver Information tab: Excluded check box
FirstName	Deprecated
FlagIndication	Deprecated
FlagInexpDriver	Deprecated
ForeignLicenseFlag	Special Rating Criteria tab: Driver with Foreign or International License check box
GenderID	Driver Information tab: Gender radio buttons
GoodStudentFlag	Special Rating Criteria tab: Good Student Discount check box
InsuredID_FK	System field
LastAccidentDate	Add/Edit MVR tab: Violation date field
LastName	Deprecated
LiabilityLimit	Limits/Premium tab
LiabilityPremium	Limits/Premium tab
LicenseClassID	Driver Information tab: Lic. Class field
LicenseExpiration	Custom field
MaritalStatusID	Driver Information tab: Marital Status radio buttons
MedPayLimit	Limits/Premium tab
MedPayPremium	Limits/Premium tab
MigratoryRiskFlag	Special Rating Criteria tab: Migratory Risks check box
MP_DiscountSC_Drvr	Custom field
MVR_Dated	Driver Information tab: MVR Date field
MVR_File	Driver Information tab: File field
Name	Driver Information tab: Name field
OTCLimit	Limits/Premium tab
OTCPremium	Limits/Premium tab
PD_DiscountSC_Drvr	Custom field
PIP_DiscountSC_Drvr	Custom field
Points	Add/Edit MVR tab: Points Assessed field
PreventionCourseDate	Custom field
PrimaryInsuredFlag	Custom field
PrimaryVehicleID_FK	System field
RackleyRecordKey_FK	System generated field
RateDate	Deprecated
RDD_Discount	Custom field
ReferenceID_FK	System field
RelationshipID	Driver Information tab: Relationship field
RenewalPeriods	Special Rating Criteria tab: Renewal Free Periods field
RiskDetailKey_PK	System field
SeniorDriverDiscount	Special Rating Criteria tab: Senior Discount check box
Sr22Flag	Special Rating Criteria tab: Suspended or Revoked License check box
SSN	Driver Information tab: SSN field
State	Driver Information tab: State field
SuspendedLicenseFlag	Custom field
TotalPremium	Limits/Premium tab
UI_DiscountSC_Drvr	Custom field
UIM_DiscountSC_Drvr	Custom field
UIMBILimit	Limits/Premium tab
UM/UIMBIPremium	Limits/Premium tab
Unlicensed14Flag	Special Rating Criteria tab: Unlicensed Driver Over 14 check box
YearsLicensed	Driver Information tab: Years Licensed field

Endorse Table

All fields noted in the table below are located in the Policy Change/Endorsement dialog box in AIM.

Field Name	Definition
ActiveFlag	Y if this submission is active, N if it is not
AdditionalInsureds	Deprecated
AddUnits	Deprecated
AdmittedPremium	Reflects the Admitted premium amount specified via the Tax screen.
AggregateLimits	Policy Detail Change tab: Agg Limits field
AnnualFees	Custom Field
AnnualPremium	Custom Field
AuditStatus	Flag indicating whether the Cancellation Audit option on the Cancellation Endorsement was selected.
CalcMethod	Premium Change/Description tab: Premium Calculation radio buttons; P=Pro-rata; F=Fully Earned; M=Manual
CancelReason	Reason chosen in the Cancel Policy screen
CancelReason1	Reflects the first line in the 'Cancellation w/reason' text box through which a user may enter the reason for the policy cancellation. Refer to the Notice of Cancellation tab of the Policy Cancellation screen
CancelReason2	Reflects the second line in the 'Cancellation w/reason' text box through which a user may enter the reason for the policy cancellation. Refer to the Notice of Cancellation tab of the Policy Cancellation screen
CancelReasonCodeSt	Deprecated
CancelReasonID	ID Code of the Reason chosen in the Cancel Policy screen
CancelText	Reason chosen in the Cancel Policy screen
CancelWorksheet	Reflects the data displayed in the Cancellation Worksheet of a Policy Cancellation endorsement. It contains the description, the term premium, the rate (return factor), and the return premium, respectively.
ChangeData	Premium Change/Description tab: Policy Is Changed To Read text field
Comments	Not currently in use
CompanyID	Risk Company ID
CreatedByID	User ID of the user that created the endorsement
DateAdded	System field: Date the endorsement was issued in AIM
DateMailed	Deprecated
Deductible	Limits/Deductible tab, Deductible grid
Description	Deprecated
DueDate	Process Notice of Cancellation Screen; Due date field
Effective	Premium Change/Description tab: Endorsement Eff. field. Displays as 1/01/200x
EffectiveTime	Premium Change/Description tab: Time field. Displays as 12:00:00
EndorseDetail	Policy Endorsement Detail Tab - Displays endorsement detail entered in grid.
EndorseID	ID of the endorsement template.
Endorsement	Premium Change/Description tab: End# field
EndorsementKey_PK	A unique numeric primary key value associated with a policy endorsement.
EscrowAmount	Policy Detail Change tab
EscrowFTPremium	The full term premium monetary amount in Escrow for the selected item
EscrowInvoiced	Flag Y/N indicating whether the selected record is to be invoiced in Escrow
EscrowInvoiceDate	The date/time that the selected record was invoiced in Escrow
EscrowInvoiceKey_FK	System field
EscrowPercent	Policy Detail Change tab
EscrowPremium	Policy Detail Change tab
EscrowType	Policy Detail Change tab
ExtendedDate	Deprecated
FeeSchedule	Schedule of Taxable and Nontaxable fees charged on this endorsement
FlagCancelNonRenew	Indicates whether or not a cancelled policy that will expire will NOT be renewed.
FlagCancelOption	Indicates whether the insurance will cease at and from the hour and date specified. Refer to the Notice of Cancellation tab in the Policy Cancellation screen.
FlagCancelWithReason	Indicates whether user manually entered a description of the cancellation reason on the policy cancellation endorsement.
FlagCollectMuniTax	Flag indicating whether municipality taxes will be collected on the policy
FlagCommissionChange	Y=Endorsement involved changing gross commission else N.
FlagEscrow	Flag Y/N indicating whether the selected record is in Escrow.
FlagEscrowChange	Y=Endorsement involved changing escrow else N
FlagFeeCalc	Indicates whether the quote/version or endorsement has a fee line that needs to be re-calculated when a premium changes.
FlagForwardDueCourse	Indicates whether the 'Forwarded in Due Course' check box was selected on a policy cancellation endorsement.
FlagForwardOnDemand	Indicates whether the 'Forwarded on Demand' check box was selected on a policy cancellation endorsement.
FlagLOC	Flag Y/N indicating whether a Line of Credit (LOC) has been opened for the selected record
FlagMEPChange	Y=Endorsement involved changing MEP else N.
FlagNonPay	Indicates whether or not a policy was cancelled due to non-payment.
FlagPolicyNumberChange	Y=Endorsement involved changing policy number else N
FlagPolicyTermChange	Y=Endorsement involved changing policy term else N.
FlagPoolCoverage	Indicates whether the 'state fund / pool coverage' check box was selected on a policy cancellation endorsement.
FlagReplacementice	Deprecated
FlagReplacementNotice	Custom field
FlagUseInvoicePremium	Flag Y/N indicating whether the selected endorsement replaces the coverage of the previous policy
FT_Premium	Premium Change/Description tab: FullTermPrem field
Invoiced	Y if this endorsement has been invoiced, or N if it has not
InvoiceDate	Date this endorsement was invoiced
InvoiceID	Deprecated
InvoiceKey_FK	System Field
InvoiceTranCode	ID of the invoice transaction code associated with the endorsement or endorsement template.
Limits	Limits/Deductible tab; Limits grid
LOB_Deduct1	Premium Change: Limits/Deductible tab: Brings up the Modified Deductible for line 1 of the Deductible field. Full Dollar Amount Entered.
LOB_Deduct1Value	Premium Change: Limits/Deductible tab: Brings up the Modified Deductible for line 1 of the Deductible field. (No decimals)
LOB_Deduct2	Premium Change: Limits/Deductible tab: Brings up the Modified Deductible for line 2 of the Deductible field. Full Dollar Amount Entered.
LOB_Deduct2Value	Premium Change: Limits/Deductible tab: Brings up the Modified Deductible for line 2 of the Deductible field. (No decimals)
LOB_Limit1	Quote Detail pg 2: 1st line of limit in grid with the $ sign.
LOB_ Limit1Value	Quote Detail pg 2: 1st line of limit in grid without the $ sign
LOB_ Limit2	Quote Detail pg 2: 2nd line of limit in grid with the $ sign
LOB_Limit2Value	Quote Detail pg 2: 2nd line of limit in grid without the $ sign
LOB_Limit3	Quote Detail pg 2: 3rd line of limit in grid with the $ sign
LOB_ Limit3Value	Quote Detail pg 2: 3rd line of limit in grid without the $ sign
LOB_ Limit4	Quote Detail pg 2: 4th line of limit in grid with the $ sign
LOB_ Limit4Value	Quote Detail pg 2: 4th line of limit in grid without the $ sign
LOB_ Limit5	Quote Detail pg 2: 5th line of limit in grid with the $ sign
LOB_ Limit5Value	Quote Detail pg 2: 5th line of limit in grid without the $ sign
LOB_Limit6	Quote Detail pg 2: 6th line of limit in grid with the $ sign
LOB_Limit6Value	Quote Detail pg 2: 6th line of limit in grid without the $ sign
LOBDistrib	Premium Distribution: All information on this screen separated by tabs going across and carriage returns going down. Coverage's are displayed by coverage codes.
LOBDistribSched	Premium Distribution: All information on this screen separated by tabs going across and carriage returns going down. Coverage's are display by Full Coverage Name.
MailOutDate	Date in which policy endorsement was mailed out.
MEP	Policy Detail Change tab: MEP field
Misc_Premium	Deprecated
MiscPrem1	Deprecated
NOCDate	Date in which notice of cancellation was sent
Non_Premium	Premium Change/Description tab: Taxable Fee field
NonTax_Premium	Premium Change/Description tab: Nontaxable Fee field
OtherCalcMethod	Deprecated
PastDuePremium	Reflects the amount past due, specified on a Notice of Cancellation
PolicyGroupKey_FK	System field
PolicyID	Policy number
PolicyKey_FK	System field
PremDistrib	Holds the breakdown of premium by line of business
Premium	Premium Change/Description tab: Change Premium field
PremiumLiability	Total premium for the liability of the selected record (does not include PremiumProperty or PremiumOther).
PremiumOther	Total premium for all "other" lines of the selected record (does not include PremiumProperty or PremiumLiability).
PremiumProperty	Total premium for the property of the selected record (does not include PremiumLiability or PremiumOther).
ProcessBatchKey_FK	System Field
ProposedEffective	Proposed effective date/time of a submission/quote
QuoteID	Submission number/Quote number
Rate	Custom field
RatedPremium	Custom Field
Reason	Description of type of endorsement
ReasonID	System Field
ReleaseDate	Deprecated
ReplaceCoverLine1	Reflects the state fund / pool coverage detail entered on a policy cancellation endorsement.
ReplaceCoverLine2	Reflects the replacement coverage detail entered on a policy cancellation endorsement (first edit box).
ReplaceCoverLine3	Reflects the replacement coverage detail entered on a policy cancellation endorsement (second edit box).
RequestedBy	Holds the lookup code id associated with the party who requested that the policy be cancelled.
RequestedByParty	Holds the lookup code description of the party who requested that the policy be cancelled.
ReturnPremFlag	Y if this is a return premium endorsement; N if it is not
RevisedFT_Premium	Policy Change/Endorsement: Revised Full Term Field
RiskDetailKey_FK	System field
RiskTypeID	Deprecated
RptAddress	Deprecated
RptName	Deprecated
RptPhone	Deprecated
StatusID	Deprecated
Tax1	Policy Change/Description tab: Tax Calculator, first tax field
Tax1Name	Name of the calculated taxes specified on the first line of the Surplus Lines Tax Calculator screen
Tax2	Policy Change/Description tab: Tax Calculator, second tax field
Tax2Name	Name of the calculated taxes specified on the second line of the Surplus Lines Tax Calculator screen
Tax3	Policy Change/Description tab: Tax Calculator, third tax field
Tax3Name	Name of the calculated taxes specified on the third line of the Surplus Lines Tax Calculator screen
Tax4	Policy Change/Description tab: Tax Calculator, fourth tax field
Tax4Name	Name of the calculated taxes specified on the fourth line of the Surplus Lines Tax Calculator screen
Tax5	Policy Change/Description tab: Tax Calculator, fifth tax field
Tas5Name	Name of the calculated taxes specified on the fifth line of the Surplus Lines Tax Calculator screen
Tax6	Policy Change/Description tab: Tax Calculator, sixth tax field
Tax6Name	Name of the calculated taxes specified on the seventh line of the Surplus Lines Tax Calculator screen
Tax7	Policy Change/Description tab: Tax Calculator, third tax field
Tax7Name	Name of the calculated taxes specified on the seventh line of the Surplus Lines Tax Calculator screen
Tax8	Policy Change/Description tab: Tax Calculator, eighth tax field
Tax8Name	Name of the calculated taxes specified on the eighth line of the Surplus Lines Tax Calculator screen
TaxDistrib	Schedule of taxes
Taxes	Total amount of taxes
TaxState	Surplus Lines Tax Calculator: Tax State
TaxwoTRIA1	Calculated tax on the first line excludes TRIA
TaxwoTRIA2	Calculated tax on the second line excludes TRIA
TaxwoTRIA3	Calculated tax on the third line excludes TRIA
TaxwoTRIA4	Calculated tax on the fourth line excludes TRIA
TaxwoTRIA5	Calculated tax on the fifth line excludes TRIA
TaxwoTRIA6	Calculated tax on the sixth line excludes TRIA
TaxwoTRIA7	Calculated tax on the seventh line excludes TRIA
TaxwoTRIA8	Calculated tax on the eighth line excludes TRIA
TerrorActPremium	Terror Act Premium Endorsement: Terror Act Premium
TerrorTaxes	Taxes applicable only to Terrorism Act Premium
TotalAmount	The sum of all premium, fees, and taxes on a policy or endorsement
TypeID	The business data the field represents varies: For MvrReports and LossPayee entries, the column holds the lookup code id associated with the type or category of selected record. In the lkpCodes table, the typeid field holds either 'TBL' or the lookup code id of a lookup code table. In the Document table, Typeid holds a two to three letter code representing the category to which the document should be associated with. The taaNameMaster, Suspense, InvoiceTypeCode, and Activity tables each store a letter in the typeid field. The meaning of the letter in each of these tables differ however. TaaNameMaster--letter ('A', or 'C') indicates whether contact is associated with an agent or company. Suspense -- letter ('F', 'V')indicates the type of suspense, such as a Followup, Memo, Visit, etc. InvoiceTypeCode -- letter ('P', 'F', 'T') indicates whether code is associated with Premium, Fee, or Tax. Activity -- letter ('M', 'I', 'E', 'S', 'N') indicates whether image is associated with a note, e-mail, invoice, suspense, memo, etc.
UnitDescription	Custom field
UnitNumber	Custom field
UnitType	Custom field
UserID	User ID of the user that issued this endorsement
VerOriginal	Holds a letter (A-Z) to identify each version in a submission
VersionID	Deprecated

From Sender Table

The default sender of the document can be set on the Detail tab of the template, or through the Template menu when in design mode. The sender may be the Account Exec, Marketing Rep or TA/CSR assigned to this submission, or the current user.

Field Name	Definition
fromAltPhone	Sender's toll free phone number
fromEmail	Sender's email address
fromFax	Sender's fax number
fromName	Sender's name
fromPhone	Sender's phone number
fromPhoneExt	Sender's extension number
fromTitle	Sender's title

Policy Table

Field Name	Definition
AccountKey_FK	System Field
ActivePolicyFlag	Y if an active policy, N if not an active policy
AdditionalInsureds	Deprecated
AIM_TransDate	System Field
AmountFinanced	Notice of Outside Financing Screen; Amount Financed
AuditID	Deprecated
AuditInception	Deprecated
AuditOutstanding	Deprecated
AuditPremium	Deprecated
AuditReceivedBy	Deprecated
AuditReviewedBy	Deprecated
AuditType	Deprecated
BasisPremiumTerm	Deprecated
BillingAccountNumber	Deprecated
BillingType	Deprecated
BillTo	Deprecated
BillToCode	Deprecated
BinderType	Deprecated
Bound	Date policy was bound
BoundTime	Deprecated
CancelEffective	Policy Cancellation screen: Cancel Effective field
Cancellation	Deprecated
CancellationReason	Policy Cancellation screen: Reason field: will display the code for the reason entered in this field
CancelRequestedBy	Policy Cancellation screen: Requested By field: will display the code for the entity entered in this field
CancelTime	Policy Cancellation screen: Time field
CancelTime_Old	Deprecated
ClaimsMade	Deprecated
ClaimsPending	Deprecated
CompanyID	Quote Detail screen: The Company Id associated with the risk company selected in the Risk Co. field
ContractID	Issue Binder screen: Contract ID field
ContractKey_FK	A numeric foreign key value identifying the company contract to which the policy is linked.
ContractName	Issue Binder screen: Name/Description of the company contract.
Control_State	Deprecated
CountCancelled	Deprecated
CountClaims	Deprecated
CountEndorsed	Deprecated
CountRenewed	Deprecated
Coverage1	Deprecated
Coverage2	Deprecated
Coverage3	Deprecated
Coverage4	Deprecated
DateAuditReceived	Custom field
DateAuditReviewed	Custom field
DateInspectionBilled	Date/time in which the inspection was billed.
DateInspectionOrdered	Date inspection was ordered
DateInspectionReceived	Inspection Activity Screen: Action-Received (Date automatically populates)
DateInspectionReordered	Date/time in which the inspection was reordered.
DateInspectionReviewed	Inspection Activity Screen: Action-U/W review complete
DateNOC	Deprecated
DatePolicyReceived	Date/time in which the specified policy was received.
DateReceived	Policy Misc -Received Direct Bill/ Company Assign Policy Number Date.
DateRenewalLetter	Date Renewal Letter was issued
DateRenewalNotice	Date Renewal Notice was issued
DeductType	Quote Detail screen: Deduct field
DefaultBillingType	Billing type defaulted in Product table for the product in question
EC	Issue Binder screen: EC field
Effective	Issue Binder screen: Eff field
EffectiveTime	Issue Binder screen: Time field
Endorsement	Policy Change/Endt screen: End# field: Default value that will be used for the next endorsement issued.
ERPEffective	Custom field
ERPExpiration	Custom field
Expiration	Issue Binder screen: Exp field
EscrowInvoiced	Flag Y/N indicating whether the selected record is to be invoiced in Escrow.
EscrowInvoiceDate	The date/time that the selected record was invoiced in Escrow.
EscrowInvoiceKey_FK	System field.
EscrowPremium	The premium monetary amount in Escrow for the selected item.
FinanceCompanyID	Issue Binder screen: The Company Id associated with the finance company selected in the Finance Co field
Financed	Y if Notice of Outside Financing completed, N if it is not
FlagConfirmation	Indicator that Issue Confirmation on the Issue Binder Screen was selected.
FlagFinancingFunded	Flag indicating whether the 'Finance Co. FundedAgent' check box was selected on a Notice of Outside Financing.
FlagInspectionRequired	Indicator that Order Inspection was selected on the Issue Binder Screen.
FlagLapseInCoverage	System-generated flag Y/N indicating whether the selected policy had a lapse in coverage.
FlagOverrideServiceUW	Custom field
FlagPremFinAgentFunded	Reflects the amount entered via the 'FlagPremFinAgentFunded' edit box.
FlagSubjectToAudit	Indicator Subject to Audit on the Issue Binder Screen was selected.
FormMakerName	If a policy has been issued using's FormMaker export functionality, this field will contain data displaying how you have chosen for the insured name and address information to flow into the FormMaker forms
Inception	Original inception date of the policy
InspectionCo_FK	System field
InspectionComments	Inspection comments regarding the selected policy.
InspectionCost	The cost of the inspection associated with the selected policy
InspectionFile	Inspection Activity Screen – Inspection File field
InspectionInvoiceDate	The date/time when the invoice was received for the inspection associated with the selected policy.
InspectionInvoiceNumber	The invoice number for the inspection associated with the selected policy.
InspectionOrdered	Issue Binder screen: Order Inspection check box (Y if selected, N if not selected)
InspectionOrderedBy	Policy menu – Inspections – userid of user who ordered the inspection
InspectionPhotosRecvd	The number of photos received for the inspection associated with the selected policy.
InspectionReceivedBy	Policy menu – Inspections – userid of user who received the inspection
InspectionReorderedBy	The UserID who reordered the inspection associated with the selected policy.
InspectionReviewedBy	Policy menu – Inspections – userid of users who reviewed the inspection
InstallID	Deprecated
Invoiced	Y if the policy has been invoiced;N if it has not
InvoiceDate	Date of original invoice
InvoiceKey_FK	System field
IsLatestEndorsement	System-generated flag 1/0 indicating whether the selected policy has had its latest endorsement issued by Vertafore Policy Issuance.
LastInstallExported	The InstallmentNo that was last exported to AFD.
Limit1	Deprecated
Limt2	Deprecated
Limit3	Deprecated
Limit4	Deprecated
LoanNumber	Premium Finance Agreement Number entered on Notice of Outside Premium Finance
Location	Description of the location where the event, that caused a claim to be filed, occurred.
LocationZip	Issue Binder screen: Loc Zip field
LossesPaid	Deprecated
MailoutDate	Date policy was mailed out
MailToCode	Deprecated
MasterInstallKey_FK	System field
NewAccountIndicator	Deprecated
NonRenewalCode	Deprecated
NonRenewBy	Deprecated
Operations	Deprecated
PendingNOCKey_FK	System field
PolicyForm	Quote Detail Screen – Form field
PolicyGroupKey_FK	System field
PolicyGrpID	If the submission is assigned to a Submit Group, the ID number of that group.
PolicyID	Policy Number
PolicyKey_PK	A unique primary numeric key value associated with the selected policy.
PolicyPrintDate	Date policy was printed
PolicySource	Indicates how the policy number was assigned: R = Assigned from Policy Register C = Renewal certificate issued A = Assigned from company T = TBD assigned
PolicyStatusDate	Deprecated
PolicyTerm	Length of time a policy is effective.
PremiumAdjustments	The adjustment amount for the premium of the selected policy.
PremiumBilled	Amount of Premium invoiced in AIM
PremiumReturn	The premium amount returned for the selected policy.
PremiumTerm	The term premium of the policy
PremiumWritten	The original inception premium of the policy
ProductID	The Product ID code
ProductionSplitKey_FK	System field
QuoteID	Submission Number/ Quote Number
RateDate	Custom field
Reinstated	Effective date of reinstatement of the policy
ReinsuranceCategory	Issue Binder screen: RE Cat field
RenewalQuoteID	Quote ID number of the renewal quote record
ReturnPrem	Deprecated
ReturnRate	Deprecated
RewriteCompanyID	Deprecated
RewriteDate	Deprecated
RewritePolicyID	Deprecated
SetupDate	Date submission was entered into Policy Setup module
SICID	Standard Industry Code assigned to the insured, submission, or policy.
StatusID	Policy's status ID
SuspID	Deprecated
Term	A value corresponding to a lookup list used to populate the PolicyTerm field for use on documents. Policies are typically written in terms of days (30-60-90), months, or years. The list reflects the common terms people expect coverage to be expressed in: 1 Day = 1; 2 Day = 2; 30 Days = 30; 1 Month = 31; 60 Days = 60; 2 Months = 61; 90 Days = 90; 3 Months = 91; 4 Months = 121; 5 Months = 151; 6 Months = 180; 9 Months = 270; 12 Months = 365; 18 Months = 545; 2 Year = 730; 3 Year = 1095; 4 Year = 1460; 7 Year = 2555; Other = 0; TBD = 9999;
TermPremiumAdj	Policy Cancellation screen: Return Premium field
TRIAReceivedDate	Policy – Menu Option – TRIA Status – Date Received field
TypeID	The business data the field represents varies: For MvrReports and LossPayee entries, the column holds the lookup code id associated with the type or category of selected record. In the lkpCodes table, the typeid field holds either 'TBL' or the lookup code id of a lookup code table. In the Document table, Typeid holds a two to three letter code representing the category to which the document should be associated with. The taaNameMaster, Suspense, InvoiceTypeCode, and Activity tables each store a letter in the typeid field. The meaning of the letter in each of these tables, differ however. TaaNameMaster--letter ('A', or 'C') indicates whether contact is associated with an agent or company. Suspense -- letter ('F', 'V')indicates the type of suspense, such as a Followup, Memo, Visit, etc. InvoiceTypeCode -- letter ('P', 'F', 'T') indicates whether code is associated with Premium, Fee, or Tax. Activity -- letter ('M', 'I', 'E', 'S', 'N') indicates whether image is associated with a note, e-mail, invoice, suspense, memo, etc.
Units	Custom field
UnitType	Deprecated
Version	At the policy level, the field holds the version of the policy, where version is a digit value.
WrittenPremium	The entire amount of premiums due in a year.

Producer Table

The table that follows contains details about the retail agent/broker assigned to the submission.

Field Name	Definition
Account_RepID	User ID of the Account Executive assigned within your Agency to this producer
ActiveFlag	Y if Producer status is active
Awardlvl	Code of the Award Level granted this producer
City	Producer's physical location city
CsrID	UserID of the assigned Customer Service Representative.
Fax	Producer's fax number
FlagAllowSubProducerPay	Y if this parameter is selected in the Agent file
ListName	Displays the producer name and ID code
MktRepID	UserID of the assigned Marketing Representative
Name	Displays the producer name
Phone	Producer's telephone number
ProducerID	Producer's ID number
ReferenceID	System Field
ServiceUWD	Name of the Service Underwriter assigned to this producer by your Agency
SortName	Deprecated
State	Producer's Physical Address State
StatusID	Displays the code that represents the producer's status within your Agency, i.e. Active, Suspended, etc.

Quote Table

The Quote table primarily contains the found in the Submission Entry in AIM.

Field Name	Definition
AccountKey_FK	Each new submission is assigned a unique numeric key. When the policy or quote is renewed for this submission the renewed submission will contain the Accountkey_FK value of the old submission.
AcctAsst	Submission Entry screen: User Id of the user who's name is seen in the Mkt Rep field
AcctExec	Submission Entry screen: User Id of the user who's name is seen in the Prod/Acct Exec field
Acknowledged	Date an Acknowledgement letter was sent out on this submission.
ActionItem	Deprecated
ActivePolicyFlag	Is this an active policy? This field will contain a Y if this is an active policy, otherwise it will contain an N.
Address1	Insured's physical address, line 1
Address2	Insured's physical address, line 2
AddressID	Deprecated
AgtAccountNumber	Deprecated
AIM_TransDate	Date/time in which an action was taken against a policy, quote, or version. For example, revising a binder will update this field with the date in which the update took place.
Assets	Submission Entry screen: Risk Detail tab: Assets field
Attention	Submission Entry screen: Attn/POC field
BinderExpires	Issue Binder screen: Binder Expires field
BinderRev	Deprecated
BndFee	If a bound policy, Quote Detail screen: Total of Taxable Fees and Non-Tax Fees fields
BndMarketID	If a bound policy, Quote Detail screen: Market Company's id
BndPremium	If a bound policy, Quote Detail screen: Premium field
Bound	Date submission was first bound
CategoryID	The lookup code id representing the category to which the property belongs to.
Ceding Policy Date	Custom Field
CedingPolicyEndDate	Custom Field
CedingPolicyID	Custom Field
City	Insured's physical city
ClaimExpRM	Claim Experience Risk Mod Enter in the Submission Entry screen, Risk Detail Tab.
ClaimsFlag	Flag Y/N indicating whether any claims have been assigned to the policy.
Class	Class Code entered in the Submission Entry Screen, Risk Detail Tab.
ClassID	Deprecated
CommLvl	From Producer table; AwardLvl field for this record's Retail Agent/Broker. Level code displays
CompanyID	If a bound policy, Quote Detail screen: Risk Co. field
ContactID	A numeric foreign key value identifying the retail agent contact
ContractPlanKey_FK	System Field
ConversionStatusID	System Field
CountryID	Up to 3 Alpha Characters used to abbreviate the Country and keep track of associated currency symbols
CoverageExpired	Date of the Coverage Expiration (same as policy Expiration)
CoverageID	Submission Entry screen: The Coverage Id associated with the coverage selected in the Coverage field
CreatedID	User id of the user who entered the application into AIM
CsrID	Submission Entry screen: User Id of the user who's name is seen in the TA/CSR field
CurrencyExchRate	Change Currency screen, Curr Exch Rate field
CurrencySymbol	Invoice Transaction Header screen; Additional Detail Tab: Symbol applicable to a country's currency, such as $
CurrencyType	Invoice Transaction Header Screen; Additional Detail Tab: Type of currency, i.e. British pound, Canadian dollar
DateAppRecvd	Date of App received enter in Submission – Misc – Received Loss Runs/App
DateOfApp	Custom field.
DateLossRunRecvd	Underwriting Information Screen: (Receive Loss Runs/App menu option): Received Loss Runs field
DBAName	Add/Edit Insured Screen: Alternate/DBA field
Description	Submission Entry screen: Operations field
DivisionID	Division ID of the Producer/Account Executive assigned to this submission
EC	Stores the EC value entered via the Policy Coding screen.
Effective	If a bound policy, Issue Binder screen: Eff. field
Employees	Submission Entry screen: Risk Detail tab: Employees field
Expiration	If a bound policy, Issue Binder screen: Exp. field
Exposures	Submission Entry screen: Units at Risk tab: Exposures grid
ExternalNoteFile	Custom field
FileCloseReason	Reason file was closed
FileCloseReasonID	ID number of the close File Reason code
FileLocation	File location – can either be FIL (fileroom) or a userid reflecting who currently has the file.
FileSetup	Deprecated
FirewallTeamID	Custom field.
FlagCourtesyFiling	Indicator that this is a courtesy filing only
FlagHeldFile	Y if this submission is flagged as a held file; N if not
FlagNonResidentAgent	Is set to N if the agent is not licensed in the State per the DMU. Otherwise is a 'NULL'.
FlagRewrite	Y if this submission was flagged as a rewritten policy on the Issue Binder screen
FlagRPG	Y if this submission was flagged as an RPG account.
FlagTaxExempt	Flag Y/N indicating whether the Insured for the selected Quote is tax exempt.
HeldFileMessage	Deprecated
Hereon	Deprecated
IncorporatedState	Submission Entry screen: Risk Detail tab: State of Incorporation field
InsuredID	Populates with the Insured's assigned ID number
InsuredInterest	Custom Field
IRDrawer	ImageRight Drawer ID
IRFileID	ImageRight File ID
IRFileNum	File Number Assigned by ImageRight
IRFileType	The ImageRight File Type (used for .NET AIM-ImageRight Integration).
IRLocation	The ImageRight Location (used for .NET AIM-ImageRight Integration).
IsMultiMunicipality	Flag 1/0 indicating whether the selected record is a multi-municipality submission.
IsMultiState	Flag 1/0 indicating whether the selected record is a multi-state submission
ISOCode	The ISO Code associated with the selected Submission.
LargeLossHistory	Submission Entry screen: Loss History tab: Large Losses grid information
LayeredCoverage	Deprecated
LeadCarrierID	Custom field
LossHistory	Submission Entry screen: Loss History tab: Loss History grid information
LostBusiness_Carrier	Name of carrier that a piece of business (submission) was lost to. Close File screen: Renewing Carrier field
LostBusiness_Premium	Premium amount that a lost business was written at by the renewing carrier Close File screen: Premium field
LostBusinessFlag	Flag indicating whether a submission is considered to be lost business
MailAddress1	Add/Edit Insured Screen: Mailing Address line 1
MailAddress2	Add/Edit Insured Screen: Mailing Address line 2
MailCity	Add/Edit Insured Screen: Mailing City
MailState	Add/Edit Insured Screen: Mailing State
MailZip	Add/Edit Insured Screen: Mailing Zip
MapToID	System field required for conversion
MarketCap	Submission Entry screen: Risk Detail tab: Market Cap field
NamedInsured	Submission Entry screen: Insured field
NetIncome	Submission Entry screen: Risk Detail tab: Net Income field
NoteAttached	Flag indicating if a note is attached to this file
Notes	Displays the text of the pop-up note on the selected submission if it has not been filed away.
OldEffective	Submission Entry screen: Expiring Policy Info panel – Eff field
OldExpiration	Submission Entry screen: Expiring Policy Info panel – Exp field
OldPolicyID	If this submission is the renewal of a policy that was previously bound in AIM, then this field will contain the expiring policy ID.
OldPremium	Premium amount of the preceding policy period.
OldQuoteID	If this submission is the renewal of a policy that was previously bound in AIM, then this field will contain the Quote ID of the expiring policy.
OldVersion	If policy has been renewed, then the renewed policy will hold the policy version of the old policy that was bound.
OpenItem	Y if submission is flagged as an open item, N if not
PendingSuspenseID	Transaction id associated with the suspense pending to be completed for the selected record
PolicyGrpID	Deprecated
PolicyID	If a bound policy, Policy Number assigned
PolicyInception	Effective Date of the current policy
PolicyMailOut	Date policy was recorded as being mailed out
PolicyVer	Version number entered on the Enter policy Number screen (policy number assignment)
PrevCancelFlag	Submission Entry screen: Expiring Policy Info - Prev Cancelled check box (Y if selected, N if not selected)
PrevNonRenew	Submission Entry screen: If Expiring Policy Info - Prev Non-Renew check box is selected then this field will contain a Y, otherwise it will contain an N.
PriorCarrier	Submission Entry screen: Expiring Policy Info – Carrier field
PriorDeductible	Submission Entry screen: Expiring Policy Info – Deduct/SIR field
PriorLimits	Submission Entry screen: Expiring Policy Info - Limits field
PriorPremium	Submission Entry screen: Expiring Policy Info – Premium field
ProducerFax	Submission Entry screen: The fax number of the Retail Agent/Broker selected in the Retail Agent field
ProducerID	Submission Entry screen: The Producer Id associated with the Retail Agent/Broker entered in the Retail Agent field
ProducerName	Submission Entry screen: Retail Agent field
ProducerStatus	Submission Entry screen: The Status Id of the Retail Agent/Broker selected in the Retail Agent field
ProductID	ID of the product for this submission
PublicEntity	Submission Entry screen: Risk Detail tab: Type field will contain a Y if Public is selected and an N if Private is selected
Quoted	Date submission was first quoted
QuoteDueDate	Submission Entry Screen – Basic Info tab – Quote Due Date field: replaced by Quote Required By field to enter the date that a quote is due from a Company when submitting to market.
QuoteGUID	The unique identifier system-assigned to every quote to be used for identification by Vertafore Policy Issuance
QuoteID	Submission Number/Quote Number
QuoteRequiredBy	Submission Entry screen: Basic Info tab: Quote Due field
QuoteStatus	Quote Status Update screen: The status ID associated with the Quote Status field's entry
Received	Date application/submission was entered into AIM
ReferenceID	Numeric value that uniquely identifies each submission
RefQuoteID	Deprecated
ReInsuranceFlag	Quote Detail screen: If Reinsur. check box is selected, then this field will contain a Y, otherwise this field will contain an N.
Renewal	If submission was created by using AIM's Quote Renewal tool then this field will contain a Y, otherwise it will contain an N
RenewalQuoteID	If this policy has been renewed, the quote/submission number of the renewal record
RenewalStatusID	Non-Renewal of Coverage screen: The status is associated with the Renewal Status field's entry
Retroactive	Quote Detail Page 2 screen; Retro Date field
RiskInformation	Submission Entry screen: Risk Description field
ScheduleIRM	Submission Entry Screen: Risk detail tab, Schedule IRM
ServiceUWD	Deprecated
Setup	Date policy file was received by policy processing team
SicID	Submission Entry screen: The SIC ID associated with the SIC code selected in the SIC Code field
SLA	Submission Entry Screen: The SLA number assigned to the Agent/Broker.
SourceOfLeadID	Submission Entry Screen, Risk Detail tab: ID number of the Source of Lead code entered in the Source of Lead field
SplitAccount	Submission Entry screen: Risk Detail tab: Split Account check box will contain Y if selected, otherwise will contain N or no data
State	Insured's physical state location
StatusID	Submission's status Id code
Stock_52wk	Deprecated
Stock_Current	Current stock price of the insured's business, based on a 52-week interval. Submission Entry screen: Risk Detail tab: Current field
Stock_High	Highest stock price of the insured's business, based on a 52-week interval. Submission Entry screen: Risk Detail tab: High field
Stock_Low	Lowest stock price of the insured's business, based on a 52-week interval. Submission Entry screen: Risk Detail tab: Low field
StructureID	Hold the lookup code ID associated with the business structure of the insured or agent
SubmitGrpID	Submission ID/Quote ID of the submission/record to which this submission is related
Submitted	Deprecated
SubmitType	Deprecated
SubmitTypeID	Holds the lookup code ID associated with the submission type.
SubProducerID	Deprecated
SuspenseFlag	Flag Y/N indicating whether the selected submission has a suspense tied to it.
TargetPremium	Target premium amount – used for RPGs
TaxedPaidBy	Displays which party taxes are collected by: A = Agency R = Retail Agent/Broker C = Company
Tax Municipality	The taxing municipality of the selected submission
TaxState	Submission Entry screen: Filing State field
TeamID	Team/Department ID of the Producer/ Account Executive assigned to this submission
TIV	Total Insured Value; entered on the Submission Entry Screen – Quote Detail – Pg. 2; Detail tab
TotalCoinsuranceLimit	Custom field
TotalCoinsurancePremium	Custom field
TypeID	P if this is a phone quote (Quick Quote), otherwise the field will be empty
Units	Custom field
UserDefinedDate1	Submission Entry Screen – User-Defined tab
UserDefinedStr1	Submission Entry Screen – User-Defined tab
UserDefinedStr2	Submission Entry Screen – User-Defined tab
UserDefinedStr3	Submission Entry Screen – User-Defined tab
UserDefinedStr4	Submission Entry Screen – User-Defined tab
UserDefinedValue1	Submission Entry Screen – User-Defined tab
UserID	User Id of the user who last quoted, marketed or bound the submission
UWCheckList	Indicates which items from the underwriting checklist have been completed. The value stored is either a NULL value or a three letter combination of Y and N, where 'Y' indicates that the related check list has been completed.
UWName	Holds the FormMaker field name to which AIM's UWName field will be mapped to. Value can be specified using the FormMaker Mapping Utility.
VentureID	Submission Entry screen: Risk Detail Tab: Operations Id associated with the Operation entered in the Operation field
VersionBound	If a bound policy, the version letter of the quote that was bound
VersionCounter	Main AIM screen: Versions tab: Largest version letter in Ver grid field
YearEst	Deprecated
Zip	Add/Edit Insured Screen: Physical Address Zip

To Recipient Table

The default recipient of the document may be set on the Detail tab of the template, or through the Template menu when in design mode. This set of fields refers to the contact set for the submission that is added in the Add/Edit Insured dialog or Submission Entry. Details regarding the recipient are entered through the contact information in AIM’s Phone Book module. Recipients may be Retail Agent, Insured, Company, Finance Company, Reinsurer, Inspection Company or you may choose the Prompt the User for the Recipient option.

Field Name	Definition
CommMethodID	Stores a letter representing the preferred method (i.e. Email, print, fax, save) to be used for the transmittal of a document
IDCode	Not currently in use
NameKey	Not currently in use
NameTypeID	Not currently in use
OwnerKey	Not currently in use
toAddress1	Recipient's Address, Line 1
toAddress2	Recipient's Address, Line
toAttn	Name of recipient's point of contact
toCSZ	Recipient's city, state and zip
toEmail	Recipient's email address
ToFax	Recipient's fax number
toName	Recipient's name
ToPhone	Recipient's phone number
ToSalutation	Salutation to be used for the Recipient

Version Table

The Version table primarily contains fields that are located in Submission Entry – Quote Detail – Pg. 2.

Field Name	Definition
AdmittedPremium	Displays the Admitted Premium amount entered in the Tax Calculation screen
AdmittedStatus	Admitted Status of the Risk Company
AGENTCOMM	Quote Detail screen: Agent field
AgentDeposit	Custom field
AgentDepositwoTRIA	Custom field
AggregateLimits	Quote Detail screen: Detail – Pg.2 tab: Aggregate Limits field. Aggregate limit amount for a policy. Usually defaults to the value of the first row, first column of the Limit/Coverage grid.
AmountFinanced	Total amount financed, excluding the down payment. AIM must be setup to calculate premium finance in order for data to fill this field.
AnnualFees	Custom Field
AnnualPremium	Custom Field
APR	For financed quotes/policies, APR in decimal format. Ex: 10 APR would appear as 0.1. AIM must be setup to calculate premium finance in order for data to fill this field.
AttachPoint	Custom field
BoundFlag	If this Quote version is bound then Y otherwise N/Blank
BROKERAGE	Quote Detail screen: Detail – Pg.2 tab: If Brokerage check box is selected then this field will contain a Y otherwise it will contain an N.
CancelClause	Custom field
CashPrice	Deprecated
COINSURE	Quote Detail screen: Coinsure field
CollectedAmount	Deprecated
CommPaid	Agent's calculated commission from Agent and Premium fields on Quote Detail screen
CompanyFees	Total company fee amount. This value is automatically calculated by the adding the fee amounts (specified via the Fee Schedule) of all the fees whose charging party is the 'Company.'.
CompanyID	Quote Detail screen: The Company Id associated with the risk company selected in the Risk Co. field
CompanyName	Quote Detail screen: Risk Co. field
CopiedFrom	Holds a letter (A-Z) to identify the version that the selected version was copied from.
CoverageFormID	Not currently in use
CoverageList	The list of coverages for the selected submission version. Each coverage is separated by a / (ie. /LGGL/PROYY/AIN//////).
CoverageName	Quote Detail screen: Product field
DaysOfCoverage	Displays the number of days for the term of the policy. Calculated through use of the Effective and expiration fields in the Submission Entry screen
DeclinationReasonID	The Lookup Code ID indicating the reason for the declination of the selected submission version.
DEDUCTIBLE	Quote Detail screen: Deductible grid
DeductibleVal	Deductible amount for a policy. Usually defaults to the value of the first row, first column of the Deductible grid.
DeductType	Quote Detail Screen: Displays the Deductible type (DED or SIR)
DeltaBonus	Custom Field
DirectBillFlag	Quote Detail screen: If Direct Bill check box is selected then this field will contain a Y, otherwise it will contain an N – as pertains to Direct Bill Company
DownFactor	For financed quotes/policies, percentage of premium needed for the down payment. Ex: 10% down would appear as 10. AIM must be setup to calculate premium finance in order for data to fill this field.
DownPayment	For financed quotes/policies, dollar amount of down payment – appears with $. AIM must be setup to calculate premium finance in order for data to fill this field.
DownPaymentAmt
ENDORSEMENT	Quote Detail screen: Endorse field
ERPDays	Custom field
ERPOption	Custom field
ERPPercent	Custom field
ERPPremium	Custom field
EscrowAmount	Submission Entry – Quote Detail – Pg. 2 Screen: Escrow/LOC/Report tab: Amount field
EscrowInvoiced	Flag Y/N indicating whether the selected record is to be invoiced in Escrow.
EscrowPercent	Submission Entry – Quote Detail – Pg. 2 Screen: Escrow/LOC/Report tab: Percent field
EscrowType	The type of Escrow for the selected record. M = Premium; P = Percentage.
EstimatedFTPremium	Submission Entry – Quote Detail – Pg. 2 Screen: Escrow/LOC/Report tab: Estimated FT Premium field
EXPIRES	Date in which quote received by a market expires.
fCoinsurance	Quote Detail screen: Coinsure field formatted (Ex: 30%)
fDirBill	Quote Detail screen: Direct Bill check box (DIRECT BILLED to the Insured if selected, blank if not selected)
Fee1Amount	The monetary amount of the first fee for selected Submission.
Fee1Name	The name of the first fee for selected Submission.
Fee2Amount	The monetary amount of the second fee for selected Submission.
Fee2Name	The name of the second fee for selected Submission.
Fee3Amount	The monetary amount of the third fee for selected Submission.
Fee3Name	The name of the third fee for selected Submission.
Fee4Amount	The monetary amount of the fourth fee for selected Submission.
Fee4Name	The name of the fourth fee for selected Submission.
Fee5Amount	The monetary amount of the fifth fee for selected Submission.
Fee5Amount	The name of the fifth fee for selected Submission.
Fee6Amount	The monetary amount of the sixth fee for selected Submission.
Fee6Name	The name of the sixth fee for selected Submission.
Fee7Amount	The monetary amount of the seventh fee for selected Submission.
Fee7Name	The name of the seventh fee for selected Submission.
Fee8Amount	The monetary amount of the eighth fee for selected Submission.
Fee8Name	The name of the eighth fee for selected Submission.
Fee9Amount	The monetary amount of the ninth fee for selected Submission.
Fee9Name	The name of the ninth fee for selected Submission.
FeeSchedule	Quote Detail Screen: Displays the breakdown of applicable fees
FINANCED	Quote Detail screen: Financed check box (Y if selected, N if not selected)
FinanceDueDate	Premium Financing Summary: Due Date
FinancingTerms	For financed quotes/policies, displays the following: amount financed, dollar amount of payments, dollar amount of down payment, dollar amount of finance charges, total amount of all payments to be made, and APR. AIM must be setup to calculate premium finance in order for data to fill this field.
FinCharge	For financed quotes/policies, finance charges – appears without $. AIM must be setup to calculate premium finance in order for data to fill this field.
FlagCollectMuniTax	Surplus Lines Tax Calculator screen accessed from the Quote Detail screen: If Collect Municipality Taxes field is selected then this field will contain a Y, otherwise it will contain an N.
FlagEscrow	System-generated flag Y/N indicating whether the submission is in Escrow.
FlagFeeCalc	Indicates whether the quote/version or endorsement has a fee line that needs to be recalculated when a premium changes.
FlagLOC	System-generated flag Y/N indicating whether the submission carries a line of credit.
FlagMonthlyReporting	System-generated flag Y/N indicating whether the submission is subject to reporting form requirements
FlagMultiOption	Flag indicating whether a version has multiple quote options (ie. if the Multi-Quote option is used to determined the limits, premium, and deductible). The default value can be set at the Product level.
FlagMultiStateTax	Enables the system's capability to compute taxes on a single submission for multiple states.
FlagOverrideCalc	Flag indicating whether the TRIA premium was manually calculated (specified) on a quote or binder
FlagRecalcTaxes	System-generated flag Y/N indicating whether the selected submission version will recalculate taxes
fMEP	Deprecated
fNonTax	Quote Detail screen: Total of all NonTaxed fees, formatted (Ex: "15 ATS"). Holds the FormMaker field name to which AIM's FNonTaxPrem field will be mapped to. Value can be specified using the FormMaker Mapping Utility.
FormID	Quote Detail screen: The Form Id associated with the claim form selected in the Form field
GROSSCOMM	Quote Detail screen: Gross field
IndicationTitle	Quote Detail screen: If Indication check box is selected then this field will contain "INDICATION", otherwise this field will contain "QUOTE".
Indicator	Quote Detail screen: If Indication check box is selected this field will contain a Y, otherwise this field will contain an N.
InstallFeeInfo	The information about the selected submission version's installment fee. The lookup reason + The total installment fee + combined charging party value + Paid To Value + Y/N whether the charging party is enabled + 'N' + '0.00' (ie. ' Y N 0.00').
InstallFeeInvKey	System field
InstallmentFee	The installment fee for the selected installment plan..
InstallmentFeeDP	The Installment Fee Downpayment for the Version of the Quote Submitted.
InstallmentFeeFirst	The Installment Fee First Payment for the Invoice Installment Plan.
InstallmentFeeID	The foreign key identifying which installment plan the selected submission is using.
InstallmentPlanID	ID of an invoice installment plan.
Installments	Number of installments specified on an Invoice Installment Plan.
InsuredDeposit	Custom field
InsuredDepositwoTRIA	Custom field
LIMITS	Quote Detail screen: Limit grid
LineSlip	Deprecated
LOB_Coverage1	Quote Detail – Pg. 2 1st Coverage line description in the Grid
LOB_Coverage2	Quote Detail – Pg. 2 2nd line of Coverage description in the Coverage Grid
LOB_Coverage3	Quote Detail – Pg. 2 3rd line of Coverage description in the Coverage Grid
LOB_Coverage4	Quote Detail – Pg. 2 4th line of Coverage description in the Coverage Grid
LOB_Coverage5	Quote Detail – Pg. 2 5th line of Coverage description in the Coverage Grid
LOB_Coverage6	Quote Detail – Pg. 2 6th line of Coverage description in the Coverage Grid
LOB_Coverage7	Quote Detail – Pg. 2 7th line of Coverage description in the Coverage Grid
LOB_Coverage8	Quote Detail – Pg. 2 8th line of Coverage description in the Coverage Grid
LOB_Coverage9	Quote Detail – Pg. 2 9th line of Coverage description in the Coverage Grid
LOB_Deduct1	Quote Table: displays the whole dollar amount of the deductible1
LOB_Deduct1Value	Quote Table: displays the value amount of the deductible1 (No $ sign)
LOB_Deduct2	Quote Table: displays the whole dollar amount of the deductible2
LOB_Deduct2Value	Quote Table: displays the value amount of the deductible2 (No $ sign)
LOB_DeductType1	Quote Detail Pg. 2 1st line in Deductible Grid of the "Applies to Limit"
LOB_DeductType2	Quote Detail Pg. 2 2nd line in Deductible Grid of the "Applies to Limit"
LOB_Field1	Deprecated
LOB_Field2	Deprecated
LOB_Field3	Deprecated
LOB_Flag1	Deprecated
LOB_Limit1	Quote Table: Displays the Whole dollar amount in the 1st field of the limits grid.
LOB_Limit1Value	Quote Table: Displays the value of the amount in the 1st field of the limits grid. (No $ sign)
LOB_Limit2	Quote Table: Displays the Whole dollar amount in the 2nd field of the limits grid.
LOB_Limit2Value	Quote Table: Displays the Value of the amount in the 2nd field of the limits grid. (No $ sign)
LOB_Limit3	Quote Table: Displays the Whole dollar amount in the 3rd field of the limits grid.
LOB_Limit3Value	Quote Table: Displays the value of the amount in the 3rd field of the limits grid (No $ sign)
LOB_Limit4	Quote Table: Displays the Whole dollar amount in the 4th field of the limits grid.
LOB_Limit4Value	Quote Table: Displays the Value of the amount in the 4th field of the limits grid. (No $ sign)
LOB_Limit5	Quote Table: Displays the Whole dollar amount in the 5th field of the limits grid.
LOB_Limit5Value	Quote Table: Displays the value of the amount in the 5th field of the limits grid. (No $ sign)
LOB_Limit6	Quote Table: Displays the Whole dollar amount in the 6th field of the limits grid.
LOB_Limit6Value	Quote Table: Displays the value of the amount in the 6th field of the limits grid. (No $ sign)
LOB_Limit7	Quote Table: Displays the Whole dollar amount in the 7th field of the limits grid.
LOB_Limit7Value	Quote Table: Displays the value of the amount in the 7th field of the limits grid. (No $ sign)
LOB_Limit8	Quote Table: Displays the Whole dollar amount in the 8th field of the limits grid.
LOB_Limit8Value	Quote Table: Displays the value of the amount in the 8th field of the limits grid. (No $ sign)
LOB_Limit9	Quote Table: Displays the Whole dollar amount in the 9th field of the limits grid.
LOB_Limit9Value	Quote Table: Displays the value of the amount in the 9th field of the limits grid. (No $ sign)
LOB_Prem1	Deprecated
LOB_Prem2	Deprecated
LOB_Prem3	Deprecated
LOB_Prem4	Deprecated
LOB_Prem5	Deprecated
LOB_Prem6	Deprecated
LOB_Prem7	Deprecated
LOB_Prem8	Deprecated
LOB_Prem9	Deprecated
LOBDistrib	Premium Distribution screen accessed from the Quote Detail screen. Unformatted.
LOBDistribSched	Accessed from the Quote Detail Screen: Formatted for Full Coverage, Name, Prem $, and Comm %
LOCAmount	Submission Entry-Quote Detail-Pg. 2 screen: Escrow/LOC/Report tab: LOC Amount field
MarketContactKey_FK	A numeric foreign key value identifying the contact individual for the market company related to the selected policy.
MarketFax	Deprecated
MarketID	Submit to Markets screen or Quote Detail screen: The Market Id associated with the market company selected in the Market field
MarketName	Submit to Markets screen or Quote Detail screen: Market field
MEP	Quote Detail screen: MEP field
MISC_PREMIUM	Deprecated
MiscPremium1	Custom Field
MultiOption	Quote Detail Screen: Multi-Option Premium Distribution Details. All information on this screen separated by tabs going across and carriage returns going down.
NetDownLessComm	Custom Field
NetPremium	Quote Detail screen: (Premium field * (100 – Agent field)/100) + Taxable Fees field + Non-Tax Fees field+ Taxes field)
NON_PREMIUM	Quote Detail screen: Taxable Fees field, formatted (Ex: $6.50)
NONTAX_PREMIUM	Quote Detail screen: Non-Tax Fees field, formatted (Ex: $15.00)
NumPayments	For financed quotes/policies, number of payments insured is expected to make.
ParticipantCo1ID	Deprecated
ParticipantCo2ID	Deprecated
ParticipantCo3ID	Deprecated
Payments	For financed quotes/policies, dollar amount of payments insured is expected to make – appears with $. AIM must be setup to calculate premium finance in order for data to fill this field.
PendingSuspenseID	Transaction id associated with the suspense pending to be completed for the selected record
PolicyForm	Quote Detail screen: Form field
PolicyTerm	Quote Detail screen: Term field
PositionID	The lookup code id associated with the job category/position chosen for the selected contact individual.
PremDistrib	Holds the breakdown of taxable and nontaxable fees for the quote/policy or endorsement by fee, amount, charging party, and paid to name.
PREMIUM	Quote Detail screen: Premium field
PremiumFinanceFee	Premium Financing Summary: Finance Fee
PremiumLiability	Total premium for the liability of the selected record (does not include PremiumProperty or PremiumOther).
PremiumOther	Total premium for all "other" lines of the selected record (does not include PremiumProperty or PremiumLiability).
PremiumProperty	Total premium for the property of the selected record (does not include PremiumLiability or PremiumOther).
ProductID	Quote Detail screen: The Product Id associated with the product selected in the Product field
ProposedEffective	Quote Detail screen: Eff. field
ProposedExpiration	Quote Detail screen: Exp. field
ProposedTerm	Quote Detail screen: Number of days data in Term field is comprised of
PunitiveDamage	Punitive Damage field of Multi-Option quote screen
QUOTED	Date current quote was created
QuoteID	Submission Number / Quote Number
RATE	Quote Detail screen: Additional Detail tab: Rate field
RatedPremium	Rated premium amount.
RateInfo	Quote Detail screen: Rate tab: contains all data seen in Rate tab grid
ReasonID	Suspense ReasonID
ReferenceKey_FK	A numeric foreign key value identifying the submission to which the policy is linked.
RemitAmount	Applies only to RPG items. Value is derived from Version.CollectAmount - Version.AgentComm.
Retention	Quote Detail screen: Additional Detail tab: Retention field
RetentionValue	Custom field
Retroactive	Retroactive date for policy - AIM.
RetroPeriod	Custom field
StatusID	Quote version's status Id
SUBJECT	Quote Detail screen: Terms field
SubmitDate	Date this item was submitted to brokerage market
SubmitPOC	Submit to Market screen: Attention field
Tax1	Surplus Lines Tax Calculator screen accessed from the Quote Detail screen: Surplus Lines Tax field
Tax1Name	Name of the calculated taxes specified on the first line of the Surplus Lines Tax Calculator screen.
Tax2	Surplus Lines Tax Calculator screen accessed from the Quote Detail screen: Stamping Office field
Tax2Name	Name of the calculated taxes specified on the second line of the Surplus Lines Tax Calculator screen.
Tax3	Surplus Lines Tax Calculator screen accessed from the Quote Detail screen: Third tax field
Tax3Name	Name of the calculated taxes specified on the third line of the Surplus Lines Tax Calculator screen.
Tax4	Surplus Lines Tax Calculator screen accessed from the Quote Detail screen: Fourth tax field
Tax4Name	Name of the calculated taxes specified on the fourth line of the Surplus Lines Tax Calculator screen.
Tax5	Surplus Lines Tax Calculator screen accessed from the Quote Detail screen: Fifth tax field
Tax5Name	Name of the calculated taxes specified on the fifth line of the Surplus Lines Tax Calculator screen.
Tax6	Surplus Lines Tax Calculator screen accessed from the Quote Detail screen: Sixth tax field
Ta6Name	Name of the calculated taxes specified on the sixth line of the Surplus Lines Tax Calculator screen.
Tax7	Surplus Lines Tax Calculator screen accessed from the Quote Detail screen: Seventh tax field
Tax7Name	Name of the calculated taxes specified on the seventh line of the Surplus Lines Tax Calculator screen.
Tax8	Surplus Lines Tax Calculator screen accessed from the Quote Detail screen: Eighth tax field
Tax8Name	Name of the calculated taxes specified on the eighth line of the Surplus Lines Tax Calculator screen.
TaxDistrib	Surplus Lines Tax Calculator screen accessed from the Quote Detail screen: Listing of each individual tax added to the quote with the following information: tax type id, tax amount, responsible party id, paid to CompanyID
TAXED	Quote Detail screen: Taxed check box (Y if selected, N if not selected)
Taxes	Quote Detail screen: Taxes field, formatted (Ex: $65.30)
TaxesPaidBy	Quote Detail Screen, detail tab pg. 2 sets and alpha flag for the responsible tax filing party. R = Retail Agent/Broker, A= Agent, C = Carrier, and O = Courtesy Filer
TaxesPaidByID	The first eight characters of the organization responsible for paying taxes.
TaxwoTerrorism	Calculates applicable taxes excluding the TRIA premium tax.
TaxwoTRIA1	Calculated tax on the first line excludes TRIA.
TaxwoTRIA2	Calculated tax on the second line excludes TRIA.
TaxwoTRIA3	Calculated tax on the third line excludes TRIA.
TaxwoTRIA4	Calculated tax on the fourth line excludes TRIA.
TaxwoTRIA5	Calculated tax on the fifth line excludes TRIA.
TaxwoTRIA6	Calculated tax on the sixth line excludes TRIA.
TaxwoTRIA7	Calculated tax on the seventh line excludes TRIA.
TaxwoTRIA8	Calculated tax on the eighth line excludes TRIA.
TerrorActAgentComm	Quote Detail Screen: displays the Agent/Retail Brokers Commission for the TRIA Premium
TerrorActGrossComm	Quote Detail Screen: displays the Gross Commission for the TRIA Premium
TerrorActMEP	Quote Detail Screen: displays the Minimum Earned Premium for the TRIA Premium
TerrorActPremium	Quote Detail Screen: displays the annual premium for the TRIA endorsement.
TerrorActPremium_GL	Deprecated
TerrorActStatus	Quote Detail Screen: Displays the status of the TRIA endorsement to the policy. E.g. applies, waived, included, rejected
TerrorTaxes	Displays the amount of the taxes applicable to the TRIA endorsement only.
ThirdPartyLimits	Custom field
TIV	Quote Detail screen: Detail – Pg.2 tab: TIV field
Total	Deprecated
TotalAmount	Deprecated
TotalAnnual	Deprecated
TotalCost	Deprecated
TotalFees	Quote Detail screen: Total of Taxable Fees and Non-Tax Fees fields, formatted (Ex: $21.00)
TotalFeesTaxes	Quote Detail screen: Total of Taxable Fees, Non-Tax Fees, and Taxes fields, formatted (Ex: $86.30)
TotalPayment	For financed quotes/policies, the total of the amount financed and finance charges. AIM must be setup to calculate premium finance in order for data to fill this field.
TotalPremium	Quote Detail Screen: Displays the total amount of the premium only. (fees and taxes are not included.)
TotalTaxableFees	Quote Detail screen: Taxable Fees field
TotalTaxPlusFee	Custom Field
TotalwoTerrorism	Quote Detail screen: Total of annual Premium excluding TRIA Premium and applicable TRIA taxes and fees
TotNonTaxFees	Quote Detail screen: Non-Tax Fees field
TrueExpire	Not currently in use
UnderLyingCoverage	Quote Detail screen: UnderLying Coverages tab: UnderLying Coverages grid
UnderLyingLimitsSum	Quote Detail screen: Detail – Pg.2 tab: UnderLying Limits field
UserDefinedDate1	Custom field
UserDefinedStr1	Custom field
UserDefinedStr2	Custom field
UserDefinedStr3	Custom field
UserDefinedStr4	Custom field
UserDefinedValue1	Custom field
Valuation	Quote Detail screen: Additional Detail tab: Valuation field
VerOriginal	Version assigned to this quote record
VERSION	Main AIM screen: Versions tab: Version letter assigned to this quote
VersionID	Quoteid + Version Character for this quote
WrittenLimits	Custom field

In the topics below, we show you how to create and design PDF templates for Document Designer.

Create a PDF Template

Design Your PDF Template