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Client Query and Mail Merge
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Mail merge and queries on your clients are available with Agency Solution.
Compiling client lists to merge with form letters is done using
the Wizard tools available only with Agency Solution. Use this
feature to cross sell your clients and pick up new business. The
mail merge with Memowriter is a powerful tool to remind your clients of
upcoming expirations on policies. All letters can be saved to a
specific policy or client account.
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