Summary of Insurance formatting

[Jim Jensen]

Back to working on Summary of Insurance (using Word). Is there any way to customize these things? There's several formatting changes I'd like to make, but they don't seem to be under Document setup. It would seem that they are simply RTF files like formletters and proposals, but darned if I can find a place to do anything to them. It's a pain to have to repeat the changes each time I create one.

Alternatively, have people created them under proposals successfully (and without a lot of pain)? If I must go this route, it would be nice to be able to copy in the basic format they have and edit from there (or start with a template someone else created).

[Coral]

We create them in proposals.

[brinkerdana]

We use proposals too.  Easier to make changes.  Using the normal set-up for Summaries for personal lines only and only when requested.  You can print them to Word and make changes one at a time, but I've never heard of anyone changing the set-up.