Balance letter on Lapsed contracts

Sometimes if a contract is lapsed customer wants a balance letter mailed to see about getting in the balance or verifying paid in etc...  

If contract is Lapsed the system will not let you request one so in order to request one it either has to be manually generated or the contract has to get reinstated and hopefully relapsed once complete. Keep in mind if within the 1st year commission adjustments will also have to be made

  • Gravatar beth milam
  • Jun 3 2016
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I need it... Yesterday (let's go already)
  • Oct 6, 2016

    Admin Response

    This has been reassigned to Taylor to create a letter for pre 2016 contracts.

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    Kyle Swearingen commented
    October 3, 2016 17:05

    Can this not be generated from letter generation?

  • beth milam commented
    October 3, 2016 19:23

    You can only request letter if it is effective in 2016. I do not see any balance letters in letter generation if effective before 2016.

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