Memowriter: Sample Memo Templates

Newton User Guide: Correspondence

Required Software Version: Spring 2017

Legacy Instructions Available: Click Here

Related Pages

Batch Send Email Memowriter: Create A Form Letter Template Memowriter: Client Memo Memowriter: Policy Memo Report: Client Query Wizard Report: Policy List Report: Policy Expiration List

Related Categories

Memowriter

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.

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.

See: Memowriter: Create A Form Letter Template for more information.

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.
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.