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

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E-Z Data Confidential 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.

E-Z Data Confidential >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 >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 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 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.