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Free 14 day trial. 30 day money back guarantee with purchase.
Try it, we are confident you will never go back to managing it manually. Our Guarantee
Free 14 day trial. 30 day money back guarantee with purchase.
Try it, we are confident you will never go back to managing it manually. Our Guarantee
Certificate of Insurance Tracking
and Document/Contract Software
Letter Generating System and Templates
Understanding the Letter Generation System.
This video walks you through how to use the letter generating system. I demonstrate where the letters are printed from, what triggers a certificate to require a letter, how to edit/create templates and where the data comes from that is contained in a letter.
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