Did you know? SIG Form Letters (part 2)

April 6, 2022 /

This month's video covers the advanced form letter options within SIG, including:

  • Merging multiple documents
  • Merging multiple policies
  • Merging a target list

Watch the video and take your documents to the next level! Learn how to merge parent and child documents in a single form letter, merge a form letter with a target list, and include information from multiple policies for a client.