4.2

Policy Correspondence XML

Use the Policy Correspondence XML reference shown below when coding policy correspondence templates. Note that this is the standard policy followup reference structure. If you have a custom developed policy followup xml, contact your customer service representative for the appropriate reference file.

<PolicyFollowUp version="1.0">

  <Record name="Correspondence Record">

    <Correspondence name="Correspondence">

      <SentFromContactFirstName>John</SentFromContactFirstName>

      <SentFromContactLastName>Adams</SentFromContactLastName>

      <SentFromContactPhone>8885551212</SentFromContactPhone>

      <SentFromContactEmail>jadams@somecompany.com</SentFromContactEmail>

      <SentFromContactBusinessTitle>System</SentFromContactBusinessTitle>

      <SentFromCompany>Old Acme</SentFromCompany>

      <SentFromStreet>1945 The Exchange, Suite 100 </SentFromStreet>

      <SentFromCity>Atlanta</SentFromCity>

      <SentFromState>GA</SentFromState>

      <SentFromZip>30339</SentFromZip>

      <SentFromPhone>8885551212</SentFromPhone>

      <SentFromFax>8885551212</SentFromFax>

      <SentFromSignature>

      </SentFromSignature>

      <SentFromLogo>connexure.co/wp-content/uploads/2024/03/logo.png</SentFromLogo>

      <SendToContactFirstName>Millard</SendToContactFirstName>

      <SendToContactLastName>Fillmore</SendToContactLastName>

      <SendToContactEmail>test@commexure.co</SendToContactEmail>

      <SendToCompany>Acme Supply National</SendToCompany>

      <SendToStreet>123 Second Street Suite 1000</SendToStreet>

      <SendToCity>Stone Mountain</SendToCity>

      <SendToState>GA</SendToState>

      <SendToZip>30087</SendToZip>

      <SendToFax>8885551212</SendToFax>

      <SendDate>04/18/2018</SendDate>

      <SendVia>EMAIL</SendVia>

      <Subject>Acme Consulting 1/1/2016 Requirements Follow-up</Subject>

      <Message>&lt;html&gt;&lt;body&gt;test&lt;/body&gt;&lt;/html&gt;</Message>

    </Correspondence>

    <Policy name="Policy">

      <PolicyholderName>Acme Widgets</PolicyholderName>

      <PolicyholderStreet>123 State Street</PolicyholderStreet>

      <PolicyholderCity>Metropolis</PolicyholderCity>

      <PolicyholderState>GA</PolicyholderState>

      <PolicyholderZip>31513</PolicyholderZip>

      <PolicyNo>PLCY L20100712</PolicyNo>

      <EffectiveDate>10/01/2020</EffectiveDate>

      <ExpirationDate>09/30/2021</ExpirationDate>

      <AniversaryDate>09/30/2021</AniversaryDate>

      <LineOfInsurance>MDSL</LineOfInsurance>

      <ClaimHold>Y</ClaimHold>

      <AdministratorName>Thomas Jefferson</AdministratorName>

      <AdministratorStreet>123 Main St.</AdministratorStreet>

      <AdministratorCity>Metrocity</AdministratorCity>

      <AdministratorState>GA</AdministratorState>

      <AdministratorZip>12345</AdministratorZip>

      <ProducerName>Captive Solutions &amp; </ProducerName>

      <ProducerStreet>2870 Peachtree Road NW #304</ProducerStreet>

      <ProducerCity>Atlanta</ProducerCity>

      <ProducerState>GA</ProducerState>

      <ProducerZip>30305</ProducerZip>

      <UnderwriterName>Armstrong, Neil</UnderwriterName>

      <UnderwriterPhone>8885551212</UnderwriterPhone>

      <UnderwriterEmail>narmstrong@email.com</UnderwriterEmail>

      <MarketingRepName>Wilson, Woodrow</MarketingRepName>

      <MarketingRepPhone>8885551213</MarketingRepPhone>

      <MarketingRepEmail>wwilson@email.com</MarketingRepEmail>

      <Documents name="Documents">

        <Document>First document you need</Document>

        <Document>Second document you need</Document>

        <Document>Third document you need</Document>

      </Documents>

    </Policy>

  </Record>

</PolicyFollowUp>