Letter and Email Templates

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Disclaimer: the templates listed here were provided by HawkSoft users to share information with fellow HawkSoft users. You may find that the templates would not be accurate for your agency. Please read carefully and use at your own risk. Once you have copied the template into your HawkSoft system, feel free to modify it to your liking.

All templates are saved in two formats: Letter Format (RTF) and Email Format (HTML). It is important to copy from the correct format for the formatting and merge fields to work properly. CMS Merge fields are inserted in the template for your convenience.

All templates have been subjected to a virus scan prior to upload. However; we strongly recommend running a virus scan on all items you download as a general rule.

InstructionsTemplates

Instructions

1

Click Letter or Email to view the template. This will automatically download a copy into your Downloads directory and display the template at the bottom of your browser using the default program on your computer to view RTF files.
2

Click on the file name at the bottom of your browser to view.
3

If you would like to add this letter to your HawkSoft system, open CMS and go to the Settings button and select Correspondence Templates.
4

On the left side, select either Form Letters or Email.
5

Click the Import button in the lower right corner.
6

Browse to the downloads directory, highlight the template and click Open.
7

You will receive a message "Imported 1 template(s)." Click OK.
8

The imported template will appear on your list, use the Rename button to give it an agency specific name and the use the Edit button to customize the template to your agency.

Letter and Email Templates

Accounting

Audit

Binder

Cancellation

Certificate

Claim

Holiday

Marketing

New Business

Policy Change

Renewal

Service

Letter and Email Templates - Closeup View of a Young Woman Wearinig Glasses Writing a New Email Message on Her Laptop

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