logo
Welcome Guest! To enable all features please Login or Register.

Notification

Icon
Error

New! v3.15 Enhanced Change Form
Dion Innes
#1 Posted : Wednesday, May 17, 2017 9:08:03 AM(UTC)
Rank: HawkSoft Representative

Groups: Employee Mod, General Mod
Joined: 9/28/2012(UTC)
Posts: 208

Was thanked: 6 time(s) in 6 post(s)
Angel Change Request Form

A Change Request form is designed to inform the carrier of any policy changes or confirm policy changes with the customer.
You can create a Change Request form when policy changes are made, to attach, email, or print the form, as well as send the form for e-Signature.

We have redesigned the CMS Change Form dialog to be more useful and have more flexibility. The new dialog enables you to:
  • Use General Settings to enable or disable the Change Form feature

  • Make changes to the form and then preview changes:
    Modify Effective Date and Time
    Add Comments
    Add Agent Signature

  • Attach the form to the client/policy

  • Email, print, and/or send the form for an electronic signature

If the setting is turned on in General Settings, the Change Form opens after making changes to client/policy information.

A preview of the Policy Change Request appears in the top section of the Change Form dialog.

If a policy change does not trigger a Change Request form, or if a policy change is not made, you can check the Include Change of Contact Information box to generate a Change form.

See Making Changes to a Policy or Making Changes to a Client File for more information.




Check out the What's New v3.15 to learn about other enhancements in the latest version!

...................................................................................................................................................................................................................................................

...................................................................................................................................................................................................................................................
If you have a tip or trick that you'd like to see posted in our Tips & Tricks forum, please email dinnes@hawksoftinc.com.

Please include "Tips & Tricks" in the subject line.


Thank you for choosing HawkSoft!




Users browsing this topic
Guest
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Powered by YAF | YAF © 2003-2011, Yet Another Forum.NET
This page was generated in 0.762 seconds.