InsurancePro allows you to create a custom letter as a template.

To create a custom letter:

1. From the Agency Tools menu, select Mail Center.
2. Click on Create New Letter
   • NOTE: To edit existing custom or program sample templets, select Edit Existing Letter.  This will display a list of existing templates for you to choose from.
3. The new letter template will appear with your Agency Information already formatted as letterhead.
   • This information is being inserted based on what is entered in Agency Settings/Agency Information.
4. You can now start typing in your text for your custom letter. 
5. You can also insert fields from the InsurancePro policy database:
   • Place your cursor where you would like to insert a specific field.
   • Select a field from the Insert Auto Field: dropdown list.
   • Click on the Insert button.
   • If you want to format this field, such as bold, italicize or underline, click on the B, I, or U buttons in the upper right corner of the template.
6. Once your template is complete, click on Save inthe upper left corner of the screen.
7. You will be prompted to enter a description of the letter and to name the file.
8. Click on Save.
9. Click on Close at the top left of the screen to exit this template.