Marketing/Bulk Printing

 



 

 

 

  Bulk Mail Printing with Mailing Labels  / Bulk Emailing

 

 


InsurancePro includes the feature to print customized letters to hundreds of your clients easily and quickly. This feature can be used to market potential clients or to retain existing customers. To bulk print mailing letters, go to Mail Center from Agency tools, and click on "Batch Printing".

InsurancePro will display the Bulk Print screen. From here, you have the option to select customers or policies in many different ways. Once you have the list of customers that you want to send mail to displayed, you can choose the letter and print it for them. You also have the option to print mailing labels for selected clients.

Selection Options

You can select clients based on:

  • Policy Effective Date - Adds all clients whose policies were effective between the specified dates. This can be used to print Welcome letters to new clients.
     

  • Policy Expiration Date - Adds all clients whose policies were expired between the specified dates. This can be used to print reminder letters for future renewals.
     

  • Date Quote given
     

  • Cancellation Date
     

  • Insured's Date of Birth - Allows you to specify a month and all clients or drivers whose birthday falls within the specified month are selected. This can be used to print birthday greeting letters every month.
     

  • You can also choose clients by specifying a particular name or policy number.

Once you specify your selection, click on "Add to List" button. This will append clients found based on your selection. Please note that this will add more clients to the list already displayed. If you want to only view clients returned by your selection, please "Clear List" first.

More Selection Options

InsurancePro can be used to create complex queries to select clients from the database. This can be a powerful tool when you want to do some extensive mail or email marketing. To choose this option, click on "More Selection Option". This will display the InsurancePro Query Builder.

Each line in this window represents a condition that you can build to match clients.

Query Based on - This describes which field you want to use to select clients. The options are:
Format - This specifies what type of data the field contains (Number, Currency, Date or Text).
Type - This specifies how to compare the field to the specified value. For Number, Currency and Date type fields, this can be "equal to", "greater than", "less than" and "not equal to". For Text, it can be "equal to", "not equal to" and "starts with".
Value - This specifies what to match.
And/Or - In the beginning of each line (except for the first line), you must specify how this line relates in the query. If it is "And" then this condition must be matched to include clients. If it is "Or", then any clients matching this condition will also be included.
Delete - Deletes a query line.

For example, the query displayed in the above screen shot will select all clients whose "Policy Type is equal to Auto (First line)" and their "Address Zip Code is equal to 77077 (Second line)".

You can add as many condition (lines) to each query as you like. You also have to option to save queries you build by clicking on . You can load your saved queries by clicking on .

Once you have completed a query, click on "Select" to add clients to your selection list based on your conditions. Please note that this will add more clients to the list already displayed. If you want to only view clients returned by your selection, please "Clear List" first.

Printing Letters:
Once you have the list of clients displayed, and the correct ones checked, choose a letter from the dropdown list, and click on "Print Letter for selected Clients". These letters are completely customizable, and InsurancePro will automatically fill in information for each selected client in the Letter Template before printing. To learn more about creating customized letters, click here.

Printing Mailing Labels:
To print mailing labels for the selected clients, click on "Print Mailing Labels", and InsurancePro will automatically generate a standard Laser Label Form, pre filled with addresses of selected clients. You also have the option to adjust the dimensions before printing.

Bulk Emailing:
You also have the option to send an email to all the selected clients. The email does not bring up any pre-filled text from templates. Also, you must have an email account setup before you can send emails through InsurancePro. To learn how to setup an email account in InsurancePro, please click here.