Keeping members, dependents and employers informed and supplied with vital documents is an important priority – and often a legal requirement – for fund offices and TPAs. With WriterXG from basys, you can quickly and efficiently generate and send letters, forms, invoices and other documents, populated with account-specific info drawn directly from your database, to a single recipient or thousands. Print and mail the documents or connect with your member portal and upload to each recipient’s secure document center.
WriterXG comes with a library of best practice templates for many common fund office forms and letters. Integrate with your ECM system to archive all communications in your document repository, where they are automatically associated with the correct member, dependent or employer Correspondence record for easy recall and customer service.
Are you ready to dig out from under that mountain of paper? Request a WriterXG demo.