Mail Shot, Bulk Selection Of Policies
For the bulk selection of policy records to
include in a mailshot (e.g. for a given insurer), starting from Durell’s Main
Menu…
- Click the “Policies” button
- Click the Signpost button
- Click the “Mailshotting” option
- Click the “Mailshot records” option
Then on the “Mailshot Options” dialogue…
- Leave the “Where to search” selector set to “A single address set”
- Leave the “Address sets” drop-down set to “Policies – Set flag in
policy”
- Click and thereby tick the “Select a range” tick-box
- Use the “Criterion” drop-down to select what you want to search
for, such as “Insurer name”
- Set the beginning of the range in the “From” box (e.g. “NORWICH
UNION”)
- Set the end of the range in the “To” box (e.g. “NORWICH UNION”)
- Leave the “Set matched records to” selector at “Yes”
- Reset the “Set unmatched records to” selector to “No”
- Click “OK”
Search & Set MS Flags By Insurer & Type
To get just household policies for Norwich
Union you would repeat the selection process, described above, but the second
time the search criterion would be [MainType=Household], and all the matched
records would be “Left as set” (i.e. because they’ve already been ticked as
belonging to Norwich Union), while all the other types would be set to “No”
(i.e. removed from the selection).
Search & Set MS Flags By Insurer, Type & Date Range
To then get the household policies for Norwich
Union due for renewal in March 2003 you would repeat the selection process a
third time, but with the search criterion [End/Renewal date=From 01/03/2003 To
31/03/2003]. Again the matching records would be “Left as set” (i.e. because
they’re already household and Norwich Union), while all the others would be set
to “No”.
Search & Set MS Flags For Policy Renewals
(General Insurance Only)
If you’re wanting to issue a mailshot regarding
your General Insurance renewals (e.g. to include the prepared renewal premium
details), do exactly the same as for policies, above, but use the “Include
policies” drop-down to select Renewal Policies”.
Search Policies But Set MS Flags For Clients
You may wish, for example, to mailshot all
clients having a Pension policy with Norwich Union. Some of these may have two
or even three such policies, but you don’t want to issue multiple letters to
the same client. In this case…
- Do the mailshot selection in “Policies”, with the “Address sets”
drop-down set to “Policies – Set flag in Client”, as shown below
- Do the mailshot printing in “People”, with the “Select records”
drop-down set to “Current set, mailshot=Y”
