Memowriter: Sample Memo Templates
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- Right-Click one of files in the chart below and select Save As or Save Target As.
- Save the file to your desktop.
- Select Marketing -> Memo Writer.
- 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 the memo.
- Exit Memo Writer.
For more information, see: Create a Form Letter Template in Memo Writer.
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. |
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. |
Reinstatement Notice to Insured | REINSTATEMENT_NOTICE.RTF | This is a cover letter used to accompany reinstatement policy documents to an insured. |