Generating form letters from downloads

Started by brinkerdana, February 08, 2013, 10:34:19 PM

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brinkerdana

We'd like to generate a contact letter for clients whose policies are renewed via download.  Has anyone set something like this up?

System generates a DOWN activity, but not all DOWN activities are new/renewal policies.  I know how to set up automatic letters, but is there I way I can set it up so we don't have to manually create the activity that generates the letter?
Dana Brinkerhoff
Retired

Jeff Zylstra

Quote from: brinkerdana on February 08, 2013, 10:34:19 PM
We'd like to generate a contact letter for clients whose policies are renewed via download.  Has anyone set something like this up?

System generates a DOWN activity, but not all DOWN activities are new/renewal policies.  I know how to set up automatic letters, but is there I way I can set it up so we don't have to manually create the activity that generates the letter?

I believe that the "DOWN" activity is hard coded, and cannot be changed.  If that is wrong, you could add further steps to the activity, but probably not.  There is a way to run a report that will add activities and generate letters based on certain criteria.  It's been some time since I've done one, so naturally I don't remember which report it was.  Maybe in the marketing area?  I think it can be done, but maybe not in a one step process.
"We hang the petty thieves, and appoint the great ones to public office"  -  Aesop

Conan_Ward

try an activity report for down and the rest of your criteria, and extra criteria as below (provided the status in the description line of the down activity is the same # of characters in as it is in CN TAM).

substr(tfile.desc,31,3)="NBS" or substr(tfile.desc,31,3)="REN"
Former TAM support, P&C licensed in Maryland, LFW

Jim Jensen

Nice answer Conan - search the activity text for REN!
Jim Jensen
CIC, CEO, CIO, COO, CFO, Producer, CSR, Claims Handler, janitor....whatever else.
Jensen Ford Insurance
Indianapolis

Jeff Zylstra

That's why we pay you the big bucks, Conan!  ;)   +1 and thank you!
"We hang the petty thieves, and appoint the great ones to public office"  -  Aesop

brinkerdana

Quote from: Conan_Ward on February 11, 2013, 09:11:04 AM
try an activity report for down and the rest of your criteria, and extra criteria as below (provided the status in the description line of the down activity is the same # of characters in as it is in CN TAM).

substr(tfile.desc,31,3)="NBS" or substr(tfile.desc,31,3)="REN"

Thank you! 

I figured someone would know a way so I wouldn't have to re-invent the wheel!
Dana Brinkerhoff
Retired

Conan_Ward

Quote from: Jeff Zylstra on February 11, 2013, 09:37:02 AM
That's why we pay you the big bucks, Conan!  ;)   +1 and thank you!

Wait, I'm getting paid for posting here? Is this per karma or comment? :P Is this is in dollars or deer?

I'll take either bucks, I just need to know if I should clear the deep freeze...
Former TAM support, P&C licensed in Maryland, LFW

Jeff Zylstra

Quote from: Conan_Ward on February 11, 2013, 10:05:10 AM
Quote from: Jeff Zylstra on February 11, 2013, 09:37:02 AM
That's why we pay you the big bucks, Conan!  ;)   +1 and thank you!

Wait, I'm getting paid for posting here? Is this per karma or comment? :P Is this is in dollars or deer?

I'll take either bucks, I just need to know if I should clear the deep freeze...

Clear the freezers!  We have lots of road kills around here!   ;)
"We hang the petty thieves, and appoint the great ones to public office"  -  Aesop

JohnGage

At one time my DOWN activities were being added w/o a department code.  If that's still happening you would have to use policy type to discern PL from CL.  Also the obligatory warning about being careful to not trust "NBS" when in fact the policy is a rewrite from one carrier to another in your office - new to the carrier but not to you.
John Gage
Systems Admin
Knight Crockett Miller Insurance Group - Toledo, OH
4 locations in Ohio and Indiana

53 users TAM Online

brinkerdana

Quote from: JohnGage on February 11, 2013, 11:26:11 AM
At one time my DOWN activities were being added w/o a department code.  If that's still happening you would have to use policy type to discern PL from CL.  Also the obligatory warning about being careful to not trust "NBS" when in fact the policy is a rewrite from one carrier to another in your office - new to the carrier but not to you.

Thanks for the headzup!
Dana Brinkerhoff
Retired