Agency Tools

 Mail Log

Mail Log can be used to keep track of outgoing mail from your office. To access the Mail Log, click on "Agency Tools" and "Mail Center", and then select "Mail Log".

The Mail Log screen displays the following information:

Date Sent - Date mail was sent out.

Mail Type - Type of mail (Letter, Check, Payment, etc).

Agent - The agent who sent out the mail.

For Customer - The customer associated with the entry.

Postmarked By - When the mail was confirmed received by receiver. This notes the date and the agent who post marked it.

From this screen, you have the option to look up an entry in the Mail Log, make new entries, post mark them, and delete them.

To create a new entry in the Mail Log manually, click on "Make a new Entry" button. You can fill in the details about an outgoing mail, and then save it in the mail log.

Note: InsurancePro will automatically add every letter printed to the mail log if the option is selected.