Welcome to our 4th weekly tip for users of The BIS Platform. This week's tip is on how to use The BIS Platform to generate document and report templates.

When you are generating letters or reports for your clients, you can streamline this process by using template letters and reports in The BIS Platform. Choosing this method ensures the data from the client record is pulled into your letters or reports which removes the need to re-key data and also removes the potential for keying errors.

Examples of frequently used templates on The BIS Platform are:

• Policy Schedules / Valuation Reports
• Letters of Authority
• Policy Issue Letters
• Encashment Letters
• Fund Switch Letters

Custom Templates

The platform provides a small number of default templates and reports such as 3 x policy schedules and a blank addressed letter. However, we would strongly encourage you to upload your own templates which can include your branding and preferred styling and formatting.

We provide a number of suggested templates to help you get started. These can be downloaded, edited and uploaded so they are tailored to your requirements. To access the default and suggested templates go to any existing client record > click Create Report

We ran a webinar on how to create custom templates - to view a recording of this webinar and learn how to create your own templates, please click here

As always, our dedicated team is here to help. For any assistance with templates or indeed any other matter, please call us on 01-4960006 or email info@brokerinformationservices.ie

Kind regards,

The team in BIS