Answers/SchemeServe Feature Requests

PlannedDoneNot planned

Bulk Mail Merge for Documents

John Levett
suggested this on Feb 14 11:16

Additional option to run the same merge document for a number of policies (postal renewal invites etc.). This could use a csv upload as a data set. At present we have to use separate software or do each one individually.
 

Comments

User photo
Adam Bishop
ADM Network Ltd

This sounds like a great idea;   it could potentially be used for broker statement runs too?  See: 

http://support.admnetwork.com/entries/178932-generate-agent-broker-...

February 14, 2012 11:35
User photo
Mark Williams
Choice Insurance

It would be great if this were tied into the statement run development.

February 14, 2012 13:00
User photo
Ben Coleman
U-Sure

This would make the whole process a lot more slick.

February 14, 2012 13:31
Add a comment