Memowriter: Sample Memo Templates
Jump to navigation
Jump to search
Related Pages |
Related Categories |
Sample Memo Templates
- Right-Click each of the files and select Save As or Save Target As.
- Save the file to your desktop.
- See the section below to import the files into Memo Writer.
Name | File | Description |
---|---|---|
Fax Cover Page | FAX_COVER.RTF | See Batch Print Memos and ACORD forms to Fax |
No 10 Envelope | NO 10 ENVELOPE | 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. |
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. Be sure to tailor it to your needs rather than using it as is. |
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. There are spots in this you will need to type your agency name and address into. |
Import Existing Documents into Memo Writer
For more information, see: Create a Form Letter Template in Memo Writer.
- 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.