- Communicate with QBs through mailed correspondence or email.
- Automatically generate letters in convenient PDF format.
- Include language for state continuation law, if applicable to the letters produced.
- Easily navigate through all correspondence processes using intuitive Wizard applications.
- Client-level options may be set to control when certain letters are generated for printing.
- Print letters in English and Spanish.
- Built-in email capability eliminates the need to involve other email services such as Microsoft Outlook.
Intelligent Correspondence
- System prompts you when letters are ready.
- Print or email letters on your schedule.
- Any changes to a QB record automatically prompt the system to update correspondence accordingly.
Paperless Storage
- Ability to email correspondence to a QB, saving time and money on postage and paper.
- Instantly retrieve and download letters in PDF format.
- Capability to upload additional documents, such as completed forms, to centralize all of a QB’s information.
Fully Customizable
- Letters may address state continuation law requirements, if applicable, and eliminate interruptions in workflow to accommodate state-specific schedules and notification requirements.
- Ability to edit letter templates specific to each employer.
- Ability to upload logos, graphics, and signatures to customize for each employer.
- Full packets of pre-formatted letter templates can be easily created for client approval.
- Edit letter templates for all clients or at an individual employer level.
