Communication Templates
Use system templates or create your own communication templates to save time on writing and sending important or repetitive correspondences and information.
Custom Templates
Build custom mail templates using our extensive template editor or copy and paste HTML code. Format text, insert images or hyperlinks, and use reference tags to prompt the system to automatically insert stored data where you need it. Save and categorize your templates for use by those you approve.
Reports - Continuing Education
Build custom reports on the continuing education credits of those in your system by specifying which fields and data you want the system to compile and export.
Reports - Insured Deficiencies
Generate reports on the deficiencies within your insured profiles and documents and identify where certificates, risk templates, or contracts are missing, certificates are expired, certificates are deficient, etc.
Reports - Duplicate Employees
Find out where duplicate employee profiles exist within your system with a Duplicate Employee report and update your database accordingly.
Reports - Inbox Productivity
Monitor the inbox productivity of your system's users with an Inbox Productivity report, automatically generated by identifying a user's name or a period of time.
Reports - Licenses
Use the License Residency Issues report to identify where licenses list employee's state as different from resident state.
Reports - Duplicate Licenses
Identify where duplicate licenses exist within your system by running a report on expiration dates and license numbers of all licenses stored within your system.
