E-Z Data Confidential

SmartOffice 6 Mini Series:

Supplement for Proposal Tracking

Enhancements to Proposal TrackingFor Version 6.6

> Merge Codes

• From Illustration Information Table we have the ability to bring in carrier, rate class, product and the open illustration details.

> Merge Codes cont.

• From Proposal Tracking List we have the ability to bring in more details including follow up date, gender, state and status.

> Merge Codes cont.

• From column customization, a new column called Proposed Information. This gives the user the ability to see all illustrations for an advisor at one time from the proposal tracking list

Proposal Tracking Letters> We have added a letter purpose called

Proposal Tracking. > From documents administration you can now

create specific letters for Proposal Tracking> When selecting letter creation from proposal

tracking, it will bring up just those letters created with the proposal tracking purpose

> It will show all letters created, in my example we have only two.

Proposal without Primary Insured

> Creating proposal from Advisor record no longer requires the primary insured to be a real contact record. This field can now be blank.

The primary Insured is not a required filed, which allows you

to create proposal for your advisors with “blank” insured”.

Still all functionality at your disposal.