CDL Function Code Flashcards
AD
Correspondence
View all letters, certificates, diaries and notes that have created
AM
All reasons for adjustments on policy like MTA and cancellations
AS
Document Store
List all correspondence sent to the sent to the policyholder and enables you to view all letters
B
Instalment Book
Gives details of payment dates, payment amounts and anything connected with the instalment history
CL
Claims list
Enables viewing of all claims registered with us when the customer has been on cover
DX
Email Details
View contact details and email address
OE
Optional Extras
This shows all of the additional products that are on the policy and the price
Q
Dynamic underwriting questions
View answers to these, including any modifications on the car
R
Policy view
View of inception and renewal date. Underwriter and additional products can also be found here
S3
Claims on file
View of claims the customer or named drivers had prior to policy inception
S4
Convictions on File
View of convictions the customer or named drivers have either before or after inception
S9
Terms and Conditions
View of all terms and conditions including excesses
UF
Enables viewing of non-rating data such as non-recurring payments and under review flags
V
Variable Risk Screen
(Vehicle)
Gives all relevant details of the customers vehicle that they have on cover.
ADD
Additional Driver Information
View of all information for the additional drivers on the policy