Memowriter: Sample Memo Templates
|Newton User Guide: Correspondence|
|Required Software Version: Spring 2017|
|Legacy Instructions Available: Click Here|
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.
- Right-Click one of files in the chart below and select Save As or Save Target As.
- Save the file to your desktop.
- Select Setup -> Memowriter Letter Library.
- When prompted to open an existing memo, select the X to close.
- 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 Memowriter.
See: Memowriter: Create A Form Letter Template for more information.
Sample memo templates
|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.|