Sales - Question Set
P1: Principal
Title
Name
Gender
Martial Status
Date of Birth (DOB)
Address
Email & Phone Number
Residency
Property Type
Cancelled, Voided or Refused Insurance
Bankrupt, insolvent, Liquidated or CCJs
Police Compound
Criminal Convictions
Medical Conditions DVLA
Code/Description
Other Notes
Date Started
Number of Claims
Condition Status
Vehicle Adapted
DVLA Notified
DVLA Restriction
Treatment
Medical Notes
P2: Principal Continued
Occupation Status
Occupation
Non-Standard Occupations
Nature of Business/Industry
Student Status
Full-Time Student Status
Years Business Established
Part Time Job
Licence Type
Years Licence Held
Use of Vehicle by Proposer
No Claims Bonus (Years)
Protect No Claims Bonus
Driving Experience (CV)
Years of Experience
Access to Other Vehicles
Vehicles in Household
Mirrored No Claims Bonus
Home Owner
Public Liability
Additional Driver
Claims & Convictions
Claim Date
Claim Category
Claim Code
Personal Injury
Cost Inccured by Insurer
Cost Amount
Classed As a Fault Claim?
Occurred Under This Policy?
Conviction Date
Motoring Conviction Code/Description
Conviction Points
Fine
Ban Length
Reading Type
Reading Level
P4: Vehicle
Registration
Make
Model
Year
Edition
Engine CC
Year of Manufacture
Vehicle Reg Date
Date Purchased
Body Type
Is Keeper Legal Owner?
Registered Keeper
Vehicle Owner
Price Paid
Current Market Value
Number of Seats
Fitted with Racking
Immobilizer
Tracking Device
Signage
Parked Overnight
Overnight Postcode
Anti-Break System (ABS)
Left Hand Drive
Refrigerated
Hazardous Paint Substances
Trailer Value
Trailer Cover
P5: Policy
Cover
Class of Use
Annual Mileage
Excess Overview
Voluntary Excess
Compulsory Excess
Restrictions
Inception Date
Payment Method (New)
Payment Method (Previous)
Existing Customer?
Referrer Code
TradePoint Promotion
P6: Price Results
Insurer Scheme Codes
Insurer Load/Discount
Insurer Reference
Built-in Commission
IPT
Provisional Premium
Broker Discount
Broker Load
Broker Admin Fees
Addons
Total Selling Price
Interest
Installments
Fixed Audio
Contents Cover
EU Cover
Windscreen Cover
Courtesy Vehicle
Authorised Repair
Total Excess
P7: Additional Extras (Addons)
Optional Extra Codes (CDL Only)
UK & EU Key Insurance Cover
Excess Protection Cover
Replacement Vehicle Cover
Windscreen & Glass Cover
Tools in Transit
Breakdown Cover
Personal Accident Cover
GAP Cover
Motor Legal Expenses
Gadget Cover
Licence Defence
P8; Payments
How to take a payment