How to Use Rates From Last Year to Create a New Contract


This article will show you how to use the rates and information from an old template or contract and use them to create a new one for the current year. 


From the Rates & Contracts > Template List:


1. Click on "Create Template Draft" and create a new template (with your new contracting period)


2. Click on Edit Tools, then "Import Data from a template"


3. Once you've finished importing the data from a previous year, you will need to review the contract template and make any updates as necessary. Be sure to check your insurance information on the Contract Details page to make sure that it's still valid, along with any product seasons, blackout dates, and offers. We'll make note of any dates that fall outside of the contracting period, and note it in red.


4. Click "COMPLETION CHECK" when you're finished editing the contract, and we'll let you know if you're missing any important information


5. Click "FINISH" 


Now you're ready to send a contract!



Any questions? Contact Trinh, our Customer Experience Manager, on 02 9188 1607 or 0490 423 927.