Memowriter: Sample Memo Templates

Related Pages

Create a Form Letter Template in Memo Writer Create or Delete a Client Memo Training 5: Email, Diary, Activity, Client Notes & Memo Writer

Related Categories

Memo Writer

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 Marketing -> Memo Writer.

   

4. When prompted to open an existing memo select the X to close and start a new memo template.
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 Memo Writer.

For more information, see: Create a Form Letter Template in Memo Writer.

Sample Memo Templates

Name	File	Description
Fax Cover Page	FAX_COVER.RTF	See Batch Send 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.
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.