Difference between revisions of "Memowriter: Sample Memo Templates"

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[[Category:Marketing]][[Category:Memo Writer]]
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[[Category:Memowriter]]__forcetoc__
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr>
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Correspondence]] Newton User Guide: [[Newton User Guide#Correspondence|Correspondence]]</td>
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</tr>
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
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</tr>
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<tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Memowriter:_Sample_Memo_Templates&oldid=5092 Click Here]</td>
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</tr>
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
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<td>
 
<td>
 
<ul>
 
<ul>
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<li>[[Create a Form Letter Template in Memo Writer]]</li>
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<li>[[Batch Send]]</li>
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<li>[[Memo Writer: Create or Delete a Client Memo|Create or Delete a Client Memo]]</li>
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<li>[[Email]]</li>
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<li>[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]</li>
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<li>[[Memowriter: Create A Form Letter Template]]</li>
 +
<li>[[Memowriter: Client Memo]]</li>
 +
<li>[[Memowriter: Policy Memo]]</li>
 +
<li>[[Report: Client Query Wizard]]</li>
 +
<li>[[Report: Policy List Report: Policy Expiration List]]</li>
 
</ul>
 
</ul>
 
</td>
 
</td>
 
</tr>
 
</tr>
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<tr style="background-color: #d3d3d3; text-align: center; ">
 
<tr style="background-color: #d3d3d3; text-align: center; ">
 
     <td>Related Categories</td>
 
     <td>Related Categories</td>
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<td>
 
<td>
 
<ul>
 
<ul>
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<li>[[:Category:Marketing|Marketing]]</li>
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<li>[[:Category:Memowriter|Memowriter]]</li>
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<li>[[:Category:Memo Writer|Memo Writer]]</li>
 
 
</ul>
 
</ul>
 
</td>
 
</td>
 
</tr>
 
</tr>
 
</table>
 
</table>
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=== Sample Memo Templates ===
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Memowriter can import existing documents as templates used for a number of different workflows. The instructions below step you through saving a template to your computer and importing the template into memowriter.
−
#Right-Click each of the files and select '''Save As''' or '''Save Target As'''.  
+
 
 +
== Before you begin ==
 +
Access to view and create memos requires the current operator to have [[Security System|Security System: Marketing -> Memo Writer -> View, Entry, and Edit]] access.
 +
 
 +
[[File:Ic_info_black_24dp.png]]  See: [[Security System]] for more information.
 +
 
 +
== Import document ==
 +
#Right-Click [[#Sample memo templates|one of files in the chart below]] and select '''Save As''' or '''Save Target As'''.  
 
#Save the file to your desktop.  
 
#Save the file to your desktop.  
−
#See [[#Import Existing Documents into Memo Writer|the section below to import the files into Memo Writer]].
+
#Select '''Setup''' -> '''Memowriter Letter Library'''.
 +
#When prompted to open an existing memo, select the X to close.
 +
#Select '''File''' -> '''Import'''.
 +
#Select the source document file (.RTF) and select '''Open'''.
 +
#The document will be imported into the body of the memo template.
 +
#When finished, select '''File''' -> '''Save As'''.
 +
#Enter the '''Title''' and '''Category'''. Select '''OK''' to save.
 +
#To prevent accidental template changes, select '''File -> Lock''' to [[Memowriter:_Create_A_Form_Letter_Template#Lock_or_unlock_a_memo_template|lock the memo]].
 +
#Exit Memowriter.
 +
 
 +
[[File:Ic_info_black_24dp.png]]  See: [[Memowriter: Create A Form Letter Template]] for more information.
 +
 
 +
 
 +
[[File:Import-memo-template.gif]]
 +
 
 +
== Sample memo templates ==
  
 
{| class="wikitable"
 
{| class="wikitable"
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!File
 
!File
 
!Description
 
!Description
 +
|-
 +
|Cancellation Signature Request to Insured
 +
|[[Media:CANCELLATION_REQUEST.rtf|CANCELLATION_REQUEST.RTF]]
 +
|This is a cover letter used to accompany the Acord 35 Cancellation Request/Policy Release or a company specific signature form required to terminate a policy.
 
|-
 
|-
 
|Fax Cover Page
 
|Fax Cover Page
 
|[[Media:FAX_COVER.RTF|FAX_COVER.RTF]]
 
|[[Media:FAX_COVER.RTF|FAX_COVER.RTF]]
−
|See [[Batch Print#Batch Print Memos and ACORD forms to Fax|Batch Print Memos and ACORD forms to Fax]]
+
|See [[Batch Send#Batch Send Memos and ACORD forms to Fax|Batch Send Memos and ACORD forms to Fax]]
 +
|-
 +
|Good Student Discount Verification Request to Insured
 +
|[[Media:GSD_REQ_FOR_GRADES.RTF|GSD_REQ_FOR_GRADES.RTF]]
 +
|This is a cover letter used to request supporting documentation from the insured to maintain an existing "Good Student" discount.
 +
|-
 +
|Lapse/Expiration Notice to Insured
 +
|[[Media:EXPIRATION_LETTER.RTF|EXPIRATION_LETTER.RTF]]
 +
|This is a notice to an insured regarding a lapsed or expired policy.
 +
|-
 +
|New Business Application to Insured
 +
|[[Media:NEW_BUSINESS_APP.RTF|NEW_BUSINESS_APP.RTF]]
 +
|This is a cover letter used to accompany an Acord Application or a company specific signature form require to submit/bind/issue a new policy.
 +
|-
 +
|New Policy to Insured
 +
|[[Media:NEW_POLICY_COVER_LTR.RTF|NEW_POLICY_COVER_LTR.RTF]]
 +
|This is a cover letter used to accompany new policy documents to an insured.
 
|-
 
|-
 
|No 10 Envelope
 
|No 10 Envelope
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|[[Media:NO_10_ENVELOPE.rtf|NO 10 ENVELOPE]]
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|[[Media:NO_10_ENVELOPE.rtf|NO_10_ENVELOPE.RTF]]
 
|[[Memo Writer: Create or Delete a Client Memo|Create a client memo]] to merge the client's address onto this pre-formatted NO 10 envelope template.  
 
|[[Memo Writer: Create or Delete a Client Memo|Create a client memo]] to merge the client's address onto this pre-formatted NO 10 envelope template.  
 
|-
 
|-
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|[[Media:Notice_of_cancel.rtf|NOTICE_OF_CANCEL.RTF]]
 
|[[Media:Notice_of_cancel.rtf|NOTICE_OF_CANCEL.RTF]]
 
|This is a notice of cancellation or non-renewal. It is designed to be used by a GA/MGA dealing with brokered policies and insureds, but could be modified to be used by a retail agency.
 
|This is a notice of cancellation or non-renewal. It is designed to be used by a GA/MGA dealing with brokered policies and insureds, but could be modified to be used by a retail agency.
 +
|-
 +
|Policy Change Signature Request to Insured
 +
|[[Media:POLICY_CHANGE_REQ.RTF|POLICY_CHANGE_REQ.RTF]]
 +
|This is a cover letter used to accompany the Acord 70/71/175/336 Policy Change Request or a company specific signature form required to endorse or change a policy.
 +
|-
 +
|Policy Rewrite Forms to Insured
 +
|[[Media:REW_FORMS_TO_INSURED.RTF|REW_FORMS_TO_INSURED.RTF]]
 +
|This is a cover letter used to accompany the necessary signature forms to rewrite an existing policy from one company to another.
 +
|-
 +
|Commercial Lines Schedule of Insurance
 +
|[[Media:PROPOSAL LESS MERGE CODES.rtf|PROPOSAL_FEWER MERGE CODES]]
 +
|This is a generic schedule that can be customized with agency's logo.
 +
|-
 +
|Commercial Lines Schedule of Insurance
 +
|[[Media:PROPOSAL MORE MERGE CODES.rtf|PROPOSAL_MORE MERGE CODES]]
 +
|This is a generic schedule that includes fill-in merge codes and can be customized with agency's logo.
 +
|-
 +
|Reinstatement Notice to Insured
 +
|[[Media:REINSTATEMENT_NOTICE.RTF|REINSTATEMENT_NOTICE.RTF]]
 +
|This is a cover letter used to accompany reinstatement policy documents to an insured.
 
|-
 
|-
 
|Renewal Notice for Insured
 
|Renewal Notice for Insured
 
|[[Media:Renewal_invoice_insured.rtf|RENEWAL_INVOICE_INSURED.RTF]]
 
|[[Media:Renewal_invoice_insured.rtf|RENEWAL_INVOICE_INSURED.RTF]]
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|This is a notice or invoice form to send to insureds, showing the premium, fees, taxes, and information about financing. Be sure to tailor it to your needs rather than using it as is.
+
|This is a notice or invoice form to send to insureds, showing the premium, fees, taxes, and information about financing.
 
|-
 
|-
 
|Renewal Notice for Mortgagee
 
|Renewal Notice for Mortgagee
 
|[[Media:Renewal_invoice_mortgagee.rtf|RENEWAL_INVOICE_MORTGAGEE.RTF]]
 
|[[Media:Renewal_invoice_mortgagee.rtf|RENEWAL_INVOICE_MORTGAGEE.RTF]]
−
|This is a notice or invoice form intended to be sent out to a mortgagee or other 3rd party at the renewal of a direct bill invoice. There are spots in this you will need to type your agency name and address into.
+
|This is a notice or invoice form intended to be sent out to a mortgagee or other 3rd party at the renewal of a direct bill invoice.
 +
|-
 +
|Renewal Policy to Insured
 +
|[[Media:REN_POLICY_COVER_LTR.RTF|REN_POLICY_COVER_LTR.RTF]]
 +
|This is a cover letter used to accompany renewal policy documents to an insured.
 +
|-
 
|}
 
|}
−
 
−
=== Import Existing Documents into Memo Writer ===
 
−
For more information, see: [[Create a Form Letter Template in Memo Writer]].
 
−
#Select '''Marketing -> Memo Writer'''.
 
−
#:[[File:Menu-marketing-memo.png]]
 
−
#When prompted to open an existing memo select the X to close and start a new memo template.
 
−
#Select '''File -> Import'''.
 
−
#Select the source document file (.RTF) and select '''Open'''.
 
−
#The document will be imported into the body of the memo template.
 
−
#When finished, select '''File -> Save As'''.
 
−
#Enter the '''Title''' and '''Category'''. Select '''OK''' to save.
 
−
#To prevent accidental template changes, select '''File -> Lock''' to [[#Lock or Unlock a Memo Template|lock the memo]].
 
−
#Exit Memo Writer.
 

Latest revision as of 14:00, 21 April 2020

Ic description black 24dp.png Newton User Guide: Correspondence
Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

Memowriter can import existing documents as templates used for a number of different workflows. The instructions below step you through saving a template to your computer and importing the template into memowriter.

Before you begin

Access to view and create memos requires the current operator to have Security System: Marketing -> Memo Writer -> View, Entry, and Edit access.

Ic info black 24dp.png See: Security System for more information.

Import document

  1. Right-Click one of files in the chart below and select Save As or Save Target As.
  2. Save the file to your desktop.
  3. Select Setup -> Memowriter Letter Library.
  4. When prompted to open an existing memo, select the X to close.
  5. Select File -> Import.
  6. Select the source document file (.RTF) and select Open.
  7. The document will be imported into the body of the memo template.
  8. When finished, select File -> Save As.
  9. Enter the Title and Category. Select OK to save.
  10. To prevent accidental template changes, select File -> Lock to lock the memo.
  11. Exit Memowriter.

Ic info black 24dp.png See: Memowriter: Create A Form Letter Template for more information.


Import-memo-template.gif

Sample memo templates

Name File Description
Cancellation Signature Request to Insured CANCELLATION_REQUEST.RTF This is a cover letter used to accompany the Acord 35 Cancellation Request/Policy Release or a company specific signature form required to terminate a policy.
Fax Cover Page FAX_COVER.RTF See Batch Send Memos and ACORD forms to Fax
Good Student Discount Verification Request to Insured GSD_REQ_FOR_GRADES.RTF This is a cover letter used to request supporting documentation from the insured to maintain an existing "Good Student" discount.
Lapse/Expiration Notice to Insured EXPIRATION_LETTER.RTF This is a notice to an insured regarding a lapsed or expired policy.
New Business Application to Insured NEW_BUSINESS_APP.RTF This is a cover letter used to accompany an Acord Application or a company specific signature form require to submit/bind/issue a new policy.
New Policy to Insured NEW_POLICY_COVER_LTR.RTF This is a cover letter used to accompany new policy documents to an insured.
No 10 Envelope NO_10_ENVELOPE.RTF Create a client memo to merge the client's address onto this pre-formatted NO 10 envelope template.
Notice of Cancellation NOTICE_OF_CANCEL.RTF This is a notice of cancellation or non-renewal. It is designed to be used by a GA/MGA dealing with brokered policies and insureds, but could be modified to be used by a retail agency.
Policy Change Signature Request to Insured POLICY_CHANGE_REQ.RTF This is a cover letter used to accompany the Acord 70/71/175/336 Policy Change Request or a company specific signature form required to endorse or change a policy.
Policy Rewrite Forms to Insured REW_FORMS_TO_INSURED.RTF This is a cover letter used to accompany the necessary signature forms to rewrite an existing policy from one company to another.
Commercial Lines Schedule of Insurance PROPOSAL_FEWER MERGE CODES This is a generic schedule that can be customized with agency's logo.
Commercial Lines Schedule of Insurance PROPOSAL_MORE MERGE CODES This is a generic schedule that includes fill-in merge codes and can be customized with agency's logo.
Reinstatement Notice to Insured REINSTATEMENT_NOTICE.RTF This is a cover letter used to accompany reinstatement policy documents to an insured.
Renewal Notice for Insured RENEWAL_INVOICE_INSURED.RTF This is a notice or invoice form to send to insureds, showing the premium, fees, taxes, and information about financing.
Renewal Notice for Mortgagee RENEWAL_INVOICE_MORTGAGEE.RTF This is a notice or invoice form intended to be sent out to a mortgagee or other 3rd party at the renewal of a direct bill invoice.
Renewal Policy to Insured REN_POLICY_COVER_LTR.RTF This is a cover letter used to accompany renewal policy documents to an insured.
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