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>
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<li>[[Memowriter: Policy Memo]]</li>
 +
<li>[[Report: Client Query Wizard]]</li>
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<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.
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#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.
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== Import document ==
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#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.  
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#See [[#Import Existing Documents into Memo Writer|the section below to import the files into Memo Writer]].
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#Select '''Setup''' -> '''Memowriter Letter Library'''.
 +
#When prompted to open an existing memo, select the X to close.
 +
#Select '''File''' -> '''Import'''.
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#Select the source document file (.RTF) and select '''Open'''.
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#The document will be imported into the body of the memo template.
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#When finished, select '''File''' -> '''Save As'''.
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#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.
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 +
 
 +
[[File:Import-memo-template.gif]]
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 +
== Sample memo templates ==
  
 
{| class="wikitable"
 
{| class="wikitable"
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!File
 
!File
 
!Description
 
!Description
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|-
 +
|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 Send#Batch Send Memos and ACORD forms to Fax|Batch Send 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.
 +
|-
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|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
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|[[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
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|[[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
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|[[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
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|[[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
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|[[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
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|[[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.
 
|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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