How to Send Copy of a Policy

1. Use the   icon to search for the customer’s policy 

2. Click the hyperlinked customers name to be taken to the policy page

• *To send VIA Mail (USPS or FedEx) 

3. Click the   icon > Reprint Fulfillment Documents 

4. Select your shipping method (Standard Mail is default) 

5. Once selected, you will receive confirmation the policy has been Queued > Click OK 

• To send via email (Multiple options) 

*Using Mail Merge (Most Common) 

• 1. On the Policies page, Click the  icon to open the Merge Template Picker Window 

• 2. Select the desired email template > Click Merge > A Preview Email window will open automatically (to         send a copy of the Contract to the customer, you must attach the Fulfillment Document)

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    3. From the Preview Email > Click Attachments > From Attachments 

        4. Double click Fulfillment Group Document 

         5. Click Send > OK > Close 

Generate Sample Contract (PDF Sample Copy of Contract) 

• 1. From the Policies page, Click the  icon > Generate Sample Contract > A new window with the

• 2. Fulfillment Documents will open automatically  

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• 3. In the upper left corner, click the drop-down menu below Download Document  

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• 4. Select the desired email template > A Preview Email Window will open automatically, and the

• 5. Fulfillment Docs will already be attached 

•   6. Click Send > OK > Close 

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