The different sending options give the freedom to decide how to communicate with the QBs, whether it is via direct email or traditionally printed and mailed correspondence. Plus you can take advantage of the possibility to simply take the automatically created PDF file and use it as you wish. All of this without crowding up space on your servers or PCs.
Particular correspondence requirements such as bilingual letters and letters produced in accordance with specific state legislation are accommodated effortlessly, helping Administrators maintain a steady workflow.
Intelligent Correspondence
Letters are generated automatically while you enter QB information, so you will not experience any downtime by processing letters. The system prompts you when letters are ready and gives you several options for your next steps. You have the option to either print your letters at your leisure , or email them.
A change in QB records automatically prompts a change in the correspondence generated. The original letter is invalidated and replaced by the updated one.
Paperless Storage
All letters are stored in PDF format and instantly retrievable. Any correspondence appearing exactly as it did when it was originally generated may be viewed or reprinted to be resent by regular mail, or can simply be emailed.
PDF Formatting makes letters easy to download to your window, mac, or linux computer.
Fully Customizable
You can give your correspondence your own touch. The system allows you to upload logos, graphics and signatures, and gives you a wide range of information components from which to draw. These elements are very easily manipulated to let you include whatever information you would like to see in your letters. You can also create your own letters in Word or Excel and paste them into WebCOBRA.com's letter service.
You can easily create a full packet of pre-formatted letter templates to show to clients for approval. Letter wording may be unique for each employer.
As part of the capability in the system to administer insured benefits under state law, letters are worded in accordance with state requirements. This means no interruptions in the workflow to accommodate state specific schedules and notification requirements, as these are identified and administered automatically.
Templates can be edited at both the administrator and the employer level, making it possible for you to tailor a letterset to each employer's needs and wishes.
Easy to Use
A preview function allows for an easy view of each letter or form generated and lets you select which letters you would like to print under different optional circumstances.
The intuitive setup of the system lets you navigate easily through all letter processes, without having to consult printed manuals.
Advanced Features
Once QBs agree, correspondence may be emailed directly, saving costs and time. The system uses a built in email capability, eliminating the need to involve Outlook, etc.
Service your customers with bilingual letters. By choosing this setting, letters are printed in both English and Spanish, one right after the other.