Commercial Lines Table of Contents

As we all know our "Tam" (Applied) data base continues to get harder to find our commercial clients in as we grow and as each office uses different coding systems when adding clients. Starting today, please use the following coding when adding new clients, and send an e-mail to me when situations arise that don't fit exactly or where you may think a slight modification might be in order. Send to Sue e-mails on existing clients you want changed to adhere to these new coding rules:

"Over-ride" Applied defaults : When you are ready to add a new client and type in the name, press "Preview" instead of "OK". This will allow you to over-ride the Applied system standard coding defaults. (They use the first (5) letters, -, and end with a number.)

TRICOR's New Commercial Coding: Use the first (3) letters of the first name, the next two (2) letters of the second name, then a -, and end will a number.

Examples:

Richland Center Bus would be RICCE-1

Dubuque Ford would be DUBFO-1

Other Examples:

Ada Davidson dba

Ada's Tattoo Parlor would be ADATA-1 (not ADADA-1)

* We should always go by the business name if they have one.

* I would also like to have the business name on the first line as well, so the above would read:

Ada's Tattoo Parlor

Ada Davidson dba (ADATA-1) would be correct.

* Say it was just "Ada Davidson's Tattoo's", then it would read ADADA-1

* What happens when you have over 9 with the same code?

Example:

United Church of Christ: the 1st. one would be UNICH-1

the 2nd. one would be UNICH-2

the 10th. one would be UNIC-10

Exceptions to the above rule:

* What if there is no business name, and yet it's a business or farm client?

Example:

"Ada Davidson" would be DAVAD-1

* We thought it would work better to go last name first similar to personal lines clients only using the dash.

* Schools, Cities, and Villages

Example:

City of Platteville would be PLACI-1

Village of Potosi would be POTVI-1

School District of Beloit would be BELSC-1

Lancaster Schools would be LANSC-1

* We thought it would be better to go with the name for the city first for easier reference.

This is a start at getting our data base easier to use. Please watch what we are doing, because as we grow this problem will only get larger unless we take control now.

These changes I just sent out apply to prospects as well as clients inside Applied. Producers, as you add a prospect make sure you walk through this with your AE if you don't understand what we are doing. If these changes basically alter most or all of the coding currently used in your office let me know and I will run a list and we will ask Sue to simply make changes to that entire book. Thanks

Thanks for your help. Keith

Updated 5/24/00