XDTI Commercial Vehicle Schedule Template

The XDTI Commercial Vehicle Schedule with Additional Interests is for ACORD 127 for any state. The new template is for use with the Auto - Commercial line of business. The template can be used on marketing or in force policies. The base template is displayed below:

Click to enlarge

The following is an explanation of how the boxes and lists on ACORD 127 map to the XDTI Vehicle Schedule with Additional Interests template. 

Template Header

• Named Insured: Comes from the Client Named Insured.
• Policy Number: Comes from the header of the policy.
• Policy Term: Comes from the header of the policy.
• Issuing Carrier: Comes from the header of the policy.
• Print Date: Will return the current date. After merging and saving as a draft or complete the date will not change again. 

The remainder of the template is populated from information in boxes and lists in the ACORD form. The following graphics show the boxes and lists in the ACORD form and the field that they populate in the template. 

Vehicle Schedule

The following items are pulled into the template from the Vehicles > Type section of the form: 

• Vehicle Number
• Year
• Make
• Model
• Vehicle Identification Number

The following items are pulled into the template from the Vehicles > Coverages section of the form:

• Comprehensive Deductible
• Collision Deductible

Additional Interest

The following items are pulled into the template from the Additional Interest > Reference section of the form:

• Reference Number
• Item Description: The entry in this box is important for a complete schedule. To populate this box on the ACORD form, click the Vehicles link in the navigation tab. Then export the schedule so that the contents may be copied and pasted from the Excel® spreadsheet into the ACORD form.

The following items are pulled into the template from the Additional Interest > Reference section of the form:

• Additional Insured
• Loss Payee
• Lienholder
• Employee as Lessor
• Owner
• Registrant
• Additional Interest Type Other - Description

The following items are pulled into the template from the Additional Interest > Name section of the form: 

• Additional Interest Number
• Additional Interest Name
• Additional Interest Address - Street
• City
• State / Province
• Zip / Postal Code