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SmartOffice 6 Mini Series: Supplement for Proposal Tracking

SmartOffice 6 Mini Series: Supplement for Proposal Tracking. E-Z Data Confidential. Enhancements to Proposal Tracking For 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.

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SmartOffice 6 Mini Series: Supplement for Proposal Tracking

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  1. SmartOffice 6 Mini Series: Supplement for Proposal Tracking E-Z Data Confidential E-Z Data Confidential

  2. 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. E-Z Data Confidential

  3. Merge Codes cont. • From Proposal Tracking List we have the ability to bring in more details including follow up date, gender, state and status. E-Z Data Confidential

  4. 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 E-Z Data Confidential

  5. 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. E-Z Data Confidential

  6. 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. E-Z Data Confidential

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