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MARIA ALTMAN
2019-02-25
What do you like best?
I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
What do you dislike?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
Recommendations to others considering the product:
A must have if you're in the insurance industry
What problems are you solving with the product? What benefits have you realized?
It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
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Whitney Copas
2019-04-10
The support with this company surpasses… The support with this company surpasses anything I have ever dealt with. Honestly, I NEVER write reviews because I have never been moved to do so; however, today I was. Quick response, did exactly what I wanted, no questions asked just solutions. We can all learning something from this great customer service. This is too few and far between nowadays. "Sam" is who helped me today and I hope he gets the recognition that they deserve!
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Notifying Your Supervisor About a Doctor's Appointment Be sure to give as much advance notice as possible. If you can, send one email that includes the dates and times of your appointments rather than multiple emails as information becomes available.
Notifying Your Supervisor About a Doctor's Appointment If you can, send one email that includes the dates and times of your appointments rather than multiple emails as information becomes available. It will decrease any uneasiness your manager may have if you suggest how you will handle coverage for your work.
Notifying Your Supervisor About a Doctor's Appointment Be sure to give as much advance notice as possible. If you can, send one email that includes the dates and times of your appointments rather than multiple emails as information becomes available.
Details of the patient such as name and address. Name of the doctor. Purpose of the appointment. Requested date and time of the appointment. Any previous history with the doctor or any other doctor. Name of your health insurance plan. Ask if any medical records are required for the visit. Any other required information.
The subject of the Email should include the title of the fixed appointment. Address your boss. Write that the above-subject-mentioned appointment has been fixed. The date, time and venue of the appointment.
Seek peer support. Consider confiding in your work friends if you haven't already. Focus on the work impact. Instead of telling all to your boss, frame your conversation around how your condition will affect your job, More suggests. Know your rights. Be honest. Fight fear and trust yourself. Practice self-care. The takeaway.
Review your company's PTO policy. Look at the company calendar. Discuss your request at an appropriate time. Ask rather than tell. Offer concise details. Send your request in the correct format.
Plan the best time to ask your boss. Timing is everything. Ask at a good time for the company. Schedule your time in advance whenever possible. Use it or lose it. Don't ask at a peak time. Request time off in writing. Ask, don't tell. Help plan the workflow.
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