SmartOffice 6 Mini Series: Supplement for Proposal Tracking
-
Upload
avariella-king -
Category
Documents
-
view
23 -
download
2
description
Transcript of SmartOffice 6 Mini Series: Supplement for Proposal Tracking
E-Z Data Confidential
SmartOffice 6 Mini Series:
Supplement for Proposal Tracking
Enhancements to Proposal TrackingFor Version 6.6
> Merge Codes
• From Illustration Information Table we have the ability to bring in carrier, rate class, product and the open illustration details.
> Merge Codes cont.
• From Proposal Tracking List we have the ability to bring in more details including follow up date, gender, state and status.
> Merge Codes cont.
• From column customization, a new column called Proposed Information. This gives the user the ability to see all illustrations for an advisor at one time from the proposal tracking list
Proposal Tracking Letters> We have added a letter purpose called
Proposal Tracking. > From documents administration you can now
create specific letters for Proposal Tracking> When selecting letter creation from proposal
tracking, it will bring up just those letters created with the proposal tracking purpose
> It will show all letters created, in my example we have only two.
Proposal without Primary Insured
> Creating proposal from Advisor record no longer requires the primary insured to be a real contact record. This field can now be blank.
The primary Insured is not a required filed, which allows you
to create proposal for your advisors with “blank” insured”.
Still all functionality at your disposal.