I use Document Maintenance for my standard letters and use level 3 data in cover letters. Can I use my existing Document Maintenance templates in conjunction with PowerPlace?
This will depend on what you currently include within your letters. Your letters will work with the PowerPlace policy types, however if you pull in fields from level 3 for example Stock Levels, Open Word is required to pull in the Open Trader keywords. We have found that the majority of our users refer to and enclose the PowerPlace/Insurer documents that provide a full breakdown and therefore current processes and letters continue to work. Should you need assistance with letter templates or amends we can provide a service to our supportive brokers.
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