Customized Letters

InsurancePro allows you to create completely customized letters as templates. These letters can have policy fields within the document that will be automatically filled with a customer’s information. This powerful tool allows you to generate letters completely formatted for a particular customer with a single click! These letters can be printed for one customer at a time, or you can select multiple customers and print letters personally addressing each customer with a single click.

To create a new Letter template, click on “Create New Letter” from the Mail Center. To edit a Letter template already stored in InsurancePro, click on “Edit Existing Letter, and the program will display the list to choose from.

 

 

The new letter template will come up with your Agency Information already formatted as a Letterhead.

 

 

You can then start typing in the text that you want in the Letter. To insert a field from the InsurancePro policy database, choose a field from the “Insert Auto Field” dropdown, and click on “Insert”. These are text in the letter templates that will be replaced by a customer’s information when you print or generate the letter. Any text within the angle brackets, “< >”, are fields in InsurancePro that will be replaced with information about the client. For example <Name> will be replaced with the client’s name when you generate the letter. When you create the letter, this field will automatically bring in the data from the customer file. 

CSR Signature Auto Field: You can now add the signature of the CSR who is associated with a policy by inserting the "<AgentSig>" auto field. This is done by choosing "Policy's CSR's Signature" from the "Insert Auto Field" dropdown box.

 

 

After completing the letter or after making changes to existing letter click on “Save” from the top menu. InsurancePro will ask you to provide the description of the letter and the physical file name. Click on “Save” after entering that information.

Now you can generate this letter for customers.

To learn how to generate this letter for a single customer, click here.
To learn how to generate this letter for multiple customers, click here. 

 An example of how the completed letter looks:

   

 Note: InsurancePro comes with 4 letters already saved in it. They are:

·         New Business Letter (NewBusiness.rtf): A Thank you letter for new clients.

·         Renewal Reminder Letter (Renewal.rtf): A letter to remind client for upcoming renewal of their policy.

·         Reinstatement Notice (Renewed.rtf): Thank you letter for renewing a policy.

·         Cancellation Notice (cancel.rtf): A letter informing client of a policy that was cancelled.

 

You can edit/change these letters just like any other letter.